Job Description:
Work/Review on General Ledger (Month end activities), including bank reconciliation statements, Payroll accounting, Income Journal, Sales tax working/filing, Balance Sheet reconciliation for US companies.
Perform reconciliations / prepare monthly deliverables to the Management group for various financial reports.
Manage the activities performed by the assigned preparers daily and monitor their performance.
Error tracker to be prepared and presented to Management along with RCA (Root cause Analysis).
List out unreconciled items and resolve them promptly internally and as well as with the clients
Follow up with Clients on aged and reconciling items and get a resolution.
Interact with Clients regularly through emails/calls
Monthly financial submissions to the Client
Complete all assigned jobs as per committed time, in an accurate and client-specific manner




Update the Work allocation matrix on completion of tasks on hand to measure performance / prepare monthly KPI metrics
Escalate matters to the next level of Management for pending issues
Adhere to information security and control procedures
Knowledge & Skills Required:
Ability to quickly interpret and evaluate the accuracy of data and information
The ability to prioritize workload and handle multiple tasks and meet tight deadlines
Solid knowledge of accounting principles
Knowledge and experience of accounting Software. Preferred experience /working knowledge in Oracle/M3/Yardi
Robust verbal and written communication skills
Excellent computer skills, proficiency in Microsoft
Excel essentials

📌 Record To Report Team Lead Chennai
🏢 SummitWorks Technologies
📍 Chennai