Transition Lead – Finance

Job Description

This is a remote position.

Infinit-O isn’t just about business process optimization, we’re about people. For over 20 years, we’ve been helping some of the world’s fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.

But what truly sets us apart is our culture. At Infinit-O, diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the

Great Place To Work Certification three times, and as a B Corp Certified company, we’re dedicated to making a positive impact not just in business but in the communities we serve.

With a highly engaged and innovative team, we don’t just optimize processes; we also create meaningful change.

Job Summary :

The Transition Lead will be responsible for managing the end-to-end knowledge and process transfer of financial services and accounting processes from onshore to offshore / nearshore locations. This role requires strong project management, stakeholder management, and process transformation skills to ensure seamless transitions with minimal disruption to business operations. The individual will work closely with internal and external teams to drive successful migration and operational stability.

Key Responsibilities :

Process Migration & Transformation :

Identify and implement process standardization and efficiency improvements during migration, which includes process documentation and mapping

Work with technology teams to ensure seamless integration of digital tools and automation.

Address and mitigate transition risks and provide suggested control measures

Serves as the Subject Matter Expert during the Client Knowledge Transfer and Shadowing phase

Stakeholder & Change Management :

Act as a bridge between onshore and offshore teams, ensuring effective communication.

Collaborate with finance, accounting, IT, and operations teams to ensure alignment.

Provide training and knowledge transfer sessions to the receiving teams.

Drive change management initiatives to enhance adoption and minimize resistance.

Performance & Governance :

Define and monitor Key Performance Indicators (KPIs) for transition success.

Provide real-time coaching and feedback for opportunities identified by the new hires

Provide regular status reports and updates on the training progress to be shared with all stakeholders.

Requirements

Required Qualifications & Skills :

Bachelor’s or Master’s degree in Finance, Accounting, Business Administration, or a related field.

Atleast 5 years of experience in finance / accounting process transition and migration.

Strong knowledge of financial services and accounting operations.

Experience in project management methodologies

Strong analytical, problem-solving, and risk management skills.

Excellent communication, stakeholder management, and negotiation skills.

Experience with ERP systems (SAP, Oracle, etc.) and automation technologies.

Preferred Qualifications :

Experience in outsourcing, offshoring, or near shoring finance functions.

Knowledge of regulatory frameworks affecting financial processes.

Exposure to Lean / Six Sigma methodologies

Requirements

Fund Management, Investor Relations