21 Aug
|
CLOUDIT Automation u0026 Accounting Services
|
Delhi
21 Aug
CLOUDIT Automation u0026 Accounting Services
Delhi
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 workpapers.
- Be the client's calm . Resolve client queries within one business day and keep month-end status visible — no surprises, no chasing.
What We Look For
- Education: CA / CPA / ACCA / CMA (qualified or CA Inter) — minimum requirement.
- Experience : typically, 4–8 years of US accounting, with strong US GAAP fundamentals.
- Tools : hands-on QuickBooks Online and/or Xero.
- Communication : excellent written and spoken English — you will lead US client conversations every week.
- Track record : a stable career history with progressive growth — success here looks like the eight objectives on page 1.
Why This Is a Career Move — Not a Job Change
- POD ownership, day one : your clients are yours — the numbers, the story, the relationship, and the team behind them. Not a seat in a processing queue.
- A visible path up: Pod Owner → Controller. Every Controller oversees multiple pods and manages US client firms end-to-end — and our next generation of Controllers is being built from this role.
- US GAAP depth + contemporary stack:
QuickBooks, Xero, and our own Praxa platform with Celia, our AI assistant, doing the first pass — you focus on judgment, not data entry.
- Work your way: fully remote from anywhere in India, or from our Gurugram office — the role, the clients, and the career path are identical in both modes.
- Global exposure: work directly with US accounting firms across industries, on the calendar and rhythm of US practice
How to Apply Send your resume — and to stand out, include a half-page write-up of your most significant accomplishment that is closest to the objectives above: a monthly close you owned, a team you trained, or a process you made faster. Include the scope, the numbers, the dates, and exactly what your role was. The interview is a deep conversation about the work you have actually done.
What the interview will cover — no trick questions, no puzzles: your most significant comparable accomplishments, walked through in detail against each objective above; and whether this role is genuinely a strong career move for you. We hire people who have done it before — and we want you to be as sure about us as we are about you.
Company Overview
CLOUDIT is a US-incorporated LLC that delivers professional accounting and consulting services to small and medium-size accounting firms across North America. Our India team runs tailor-made back-office operations that help US accounting firms confidently run, manage, and grow their practice. We combine trained professionals, proven process, and technology — including our Praxa platform and Celia AI — into one capability center. Learn more at www.cloudit-us.com.
📌 Assistant Team lead (POD) (Delhi)
🏢 CLOUDIT Automation u0026 Accounting Services
📍 Delhi