- Ensure delivery of financial statements as per the defined SLA for TAT and quality for clients assigned.
- High level review of financial statements prepared.
- High level review of audit schedules.
- Review daily /weekly delivery schedule for financials.
- Assist / Guide AMs in Trouble shooting - Clients issues/ queries/ escalations/ team issues.
- Communicate with US counterparts / Clients through calls and emails as required.
- Guide team as required and ensure successful completion of projects assigned on a timely basis.
- Ensure customer satisfaction.
- Regular review of transition plan and track progress.
- Active involvement in guiding team for new client setup – Master setups, tracking of data/information received, follow up for missing information.
- Active involvement in transition call - planning stage and onboarding stage.
- Ensure preparation of SOPs/ Process maps/ SIPOC.
- Ensure that the manager aligned perform the following timely - Work allocation to team members, update shift roster, review timesheets, leave management, provide timely feedback.
- Provide one on one feedback on regular intervals to direct reportees.
- Arrange for skip meetings at regular intervals.
- Work with the AMs to design and implement plans for training, mentoring etc.
- Ensure regular updating of process maps, process notes/ SOPs/SIPOC.
- Ensure daily updating of delivery trackers.
- Ensure completion and timely delivery of monthly MIS and PLI calculations.
- Review the updated client escalations in the standard escalation log and completed RCA and submit the same to AVP.
- Review the updated financial errors in the standard error log and completed RCA and submit the same to AVP.
- Review monthly dashboard prepared for assigned clients’ and setup meetings with Senior Management.
- Assist AVP in preparation of monthly dashboard for the vertical.
- Assist in SSAE18 audit.
- Assist management in any other MIS activities as required.
- Identification of areas of process improvement.
- Initiate improvement projects. Assist in creation of project plan and setup of project team.
- Regular monitoring of improvement projects and ensure successful completion of projects.
- Review the ongoing process and bring continuous improvement in process for efficiency & quality.
- India Direct delivery of financials or with very less involvement of US CAM.