Role: RTR Team Lead (Record to Report)

Location: Kolkata

Experience: 8–10 Years

Band: BPO 4

Salary: 11–12 LPA (₹91,667–₹1,00,000 per month)

Job Code: 424982

Education & Qualification

- Minimum 15 years of regular, full-time education (10 + 2 + 3).
- Non-technical graduation and/or Master's degree in Finance & Accounts (B.Com, M.Com, or CA Complete preferred).
- Bachelor's/Master's degree in Finance & Accounting or equivalent, with ERP certification/proficiency.

Must-Have Skills

- Lean Six Sigma certified or formally trained (Black Belt preferred).
- Finance and Accounting domain experience.
- Proven track record of leading and/or mentoring multiple Lean Six Sigma improvement projects.

Good-to-Have Skills

- Continuous Improvement / Lean & Six Sigma.
- Stakeholder coordination.
- ERP exposure (JDE/SAP).

Role Purpose

This role is responsible for executing complex processes and exception transactions that require strong subjective thinking and analytical abilities, including handling a high volume of complex transactions.

The candidate should have:

- 8–10 years of experience in Record to Report (RTR).
- At least 3 years of relevant experience as a Subject Matter Expert in complex transactions and processes.
- At least 2 years of experience supervising activities.
- Excellent communication, organisational, and interpersonal skills.
- Proficiency in MS Excel and PowerPoint.
- Expert-level knowledge of ERP systems, preferably SAP or JDE.
- Experience in reporting and compliance.
- Ability to manage stringent timelines, interact with stakeholders, prepare analytics, and present during governance calls.

Key Accountabilities & Responsibilities

- Perform complex processes and exception transactions involving journal entries (preparation and posting), month-end closing activities, reporting, fixed asset and lease accounting.




- Handle reconciliation of cash and other balance sheet items, including researching open items and driving them to closure.
- Complete activities as per the customer's Statement of Work (SOW).
- Meet targets for Turnaround Time (TAT) and accuracy.
- Independently undertake and complete assigned work.
- Perform self-assessments to verify that activities are completed accurately and on time.
- Perform quality checks of Senior Associates and Subject Matter Experts and provide feedback.
- Evaluate internal control gaps and conduct governance discussions with internal and external stakeholders for risk mitigation.
- Identify potential errors and implement measures to prevent recurring issues.
- Act as a buddy to new joiners and Senior Associates requiring support.
- Report hourly and End-of-Day (EOD) status of activities performed.
- Provide daily progress updates to customers through emails and calls.
- Prepare and present dashboards using Excel and PowerPoint.
- Identify process gaps, implement controls, and monitor closure.
- Identify process improvement opportunities and lead improvement projects for both self and team through to completion.
- Operate from the office as a standard requirement.
- Avoid unscheduled leaves without prior consent from the Team Lead.
- Be open to working extended hours from the office to complete deliverables during errors, backlogs, month-end, and quarter-end closing.

Technical Capabilities & Skills





Systems Knowledge

- Expert knowledge of SAP or JD Edwards.
- Good proficiency in MS Office:
- MS Word
- MS Excel
- MS PowerPoint

- Expert-level experience in preparing PowerPoint presentations.

Advanced Excel Skills

Expert-level experience using:

- IF
- SUMIFS
- COUNTIFS
- VLOOKUP
- XLOOKUP
- Pivot Tables
- Cell References
- AVERAGE
- Ageing Analysis
- Date Formatting
- Text to Table

Soft Skills

- Genuine empathy towards customers experiencing connection difficulties.
- Ability to communicate effectively across groups with diverse backgrounds.
- High energy and self-motivation.
- Strong sense of accountability.

Analytical Skills

- High analytical skills.
- Lean Six Sigma certification.

Organisational Skills

- Robust time management.
- Documentation and knowledge-sharing skills.
- Excellent written communication skills to interact with key stakeholders.

Business Acumen

- 8–10 years of experience in Record to Report.
- At least 3 years of relevant experience as a Subject Matter Expert in complex transactions and processes.
- At least 2 years of experience supervising activities.
- Excellent communication, organisational, and interpersonal skills.
- Proficiency in MS Excel and PowerPoint.
- Expert-level ERP knowledge, preferably SAP or JDE.
- Experience in reporting and compliance.
- Ability to manage stringent timelines, interact with stakeholders, prepare analytics, and present during governance calls.

Other Requirements

- Positive attitude and willingness to support business requirements.
- 5 days' work from office is mandatory.
- Must be available to work one weekend during the Month-End Close cycle.

Additional Information

- Ex-TCS employees cannot apply.
- PAN and DOB are required for profile creation.

📌 RTR Team Lead (Record to Report) (Kolkata)
🏢 Gratitude
📍 Kolkata