20 Aug
|
CLOUDIT Automation & Accounting Services
|
India
20 Aug
CLOUDIT Automation & Accounting Services
India
Designation: Pod Owner (senior, team-lead-level role)
We define this role by what you will achieve, not by degrees or years. If you have done comparable work, we want to meet you — however you learned it.
The Mission:
This is a POD role: you own your clients end to end. Not a step in an assembly line — the whole engagement is yours: the close, the review, the client conversation — as the client's primary point of contact — and yes, the data entry when your pod needs it. Nothing is beneath the owner of the client. Accurate, US GAAP-compliant, on time, every time — with a story the client actually understands.
What You Will Achieve — Key Performance Objectives:
Own your pod's clients — end to end. Take full ownership of 6–8 US clients: close, review, delivery, communication — and hands-on data entry whenever the pod needs it. Every close client ready by business day 10.
Set the quality bar. Review and approve journal entries, bank reconciliations, and financial statements with a rework rate below 2% — measured, not assumed.
Tell the story behind the numbers.
Every monthly pack goes out with a plain-English narrative — what changed, why, and what to do about it — and you lead that client conversation. Within three months, your clients ask for you by name.
Become the domain expert. Learn each client's industry deeply — its chart of accounts, KPIs, margins, and close rhythm (a dental practice ≠ SaaS ≠ construction). Be the pod's go-to authority on your clients' niches.
Build your pod. Train and mentor 3–5 junior accountants so at least two can independently run a client close to your standard by month three.
Make the close faster — with the platform. Push routine work to Praxa workflows and Celia, our AI assistant, so you handle exceptions and judgment; cut average close cycle time by 20% without losing accuracy.
Zero missed compliance. Run the sales-tax and payroll-tax filing calendar with zero missed deadlines; give auditors and tax professionals clean, complete wor
📌 Assistant Team lead (India)
🏢 CLOUDIT Automation & Accounting Services
📍 India