Position Overview

We are seeking a skilled and experienced Team Lead to join our finance team. The ideal candidate will lead a team of Account Advisor, ensuring exceptional client service and operational excellence in financial management. This role requires a strategic thinker with robust leadership skills and a proven track record in managing client relationships and financial operations.

Key Responsibilities

• Lead and mentor a team of Account Advisors, providing guidance and support to ensure high performance and client satisfaction.
• Develop and maintain strong client relationships, understanding their financial needs and goals.
• Act as the primary point of contact for key clients, addressing inquiries, resolving issues promptly, and ensuring exceptional service delivery.
• Coordinate and oversee day-to-day financial operations, including bookkeeping, payroll, and tax compliance, to maintain accuracy and efficiency.
• Prepare and review financial statements (balance sheets, income statements, cash flow statements),



ensuring accuracy and compliance with regulatory requirements.
• Conduct financial analysis and provide strategic insights to support decision-making and optimize client financial strategies.
• Manage accounts payable and receivable processes, ensuring timely payments and collections.
• Stay updated on industry trends and advancements in financial software, leveraging technology to enhance team efficiency and service delivery.
• Collaborate with senior management to develop and implement strategic initiatives to drive business growth and client satisfaction.

Requirements Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; advanced degree or professional certification (e.g., CA, ACCA, CMA) preferred.
• Proven experience in a leadership role within the finance industry, with a strong background in client management and financial operations.
• Proficiency in accounting software such as Xero, QuickBooks, or Zoho; advance

📌 Team Lead (Kozhikode)
🏢 Finanshels
📍 Kozhikode