Purpose of the Job: Client management, Team management, New client transition, People development, MIS & Logs updation, Efficiency improvement
Key Result Areas (Principal Accountabilities)
- Ensure delivery of financial statements as per the defined SLA for TAT and quality for clients assigned.
- Review (Detailed/High level) of financial statements prepared (P&L;, Balance Sheet, Cash Flow etc.) and record entries as necessary.
- Preparation of critical audit schedules and review (Detailed/High level) of the same as necessary.
- Review and track daily /weekly delivery schedule for financials. Coordinate with US accountants and or client as required. Ensure that the targets & client expectations are met.
- Trouble shooting - Clients issues / queries / escalations / team issues - Single point of contact for any issue related to assigned clients.
- Communicate with US counterparts / clients through calls and emails as required.
- Review and track the activity checklist for all clients.
- Ensure Successful completion of projects assigned on timely basis.
- New client setup – master setups, tracking of data/information received.
Supervisory responsibilities:
- Work allocation.
- Monthly One on One Meetings & Performance Feedback.
- CBPB calculations.
- Performance & Leave Management.
- Mentoring & motivating team.
- Review all deliverables are as per agreed SLA with client.
Knowledge and Skills
- Excellent Accounting knowledge.
- Expertise in Microsoft Office and valuable speed on computers.
- Excellent Communication Skills and Confidence level.
- Smart & dynamic.
- Prior team handling experience of minimum 1 year.
- Accounting knowledge with US accounting experience.
- Transition experience.
- Experience in managing high demanding customers.
Key metrics measured: TAT and quality of allocated clients. Attrition nos. of team members.
Educational Qualifications: B.Com / M.Com / MBA / Inter CA (Not pursuing CA) / CA