Deputy Team Lead

1 week ago


Pune, Maharashtra, India Insight Advisors Private Limited Full time
Job Title Dy. Team Leader - US Accounting

Educational Qualification B.Com or M.Com or CA Inter or CA or MBA or ICWA or CMA

Relevant Experience

  • 3 Years or more in core US Accounting process or similar domain is a must.
  • Good working knowledge of US Accounting, Month closing and reporting is necessary
Job Role & Responsibilities

Work Related :

  • Reviewing work done by Team Members on day to day basis
  • Answering to questions raised by team on ongoing basis
  • Training team member/s on specific task/s as and when needed
  • Ensuring Month End Closing process is being done as per SOPs
  • Profit and Loss Statement Review and Analysis
  • Balance Sheet Statement Review and Analysis
  • Learning new apps and reporting tools required for client service
  • Cross training team members on client's processes and tasks
  • Drafting SOPs and validating the same with other team members

Client Related :

  • Managing portfolio of 35 US clients
  • Addressing client communication promptly
  • Attending to regular client calls for query discussion
  • Conducting weekly call with client to ensure client satisfaction
  • Developing and nurturing client relationship
  • Handling escalations if any
  • Handling transition of new clients

Team Related :

  • Managing total team of 35 members which is a combination of Bookkeepers, US Accountants and Sr. US Accountants
  • Managing work allocation and resource bandwidth within team
  • Ensuring client deliverables are delivered with desired accuracy and as per agreed timelines
  • Review and validation of SOPs or training videos for various processes

Management Related:
Regular reporting on

  • Team performance
  • Client satisfaction index
  • Resource Bandwidth Allocation
Candidate Specifications

  • Fluent written and verbal English communication is a must
  • Exposure of handling overseas clients is a must
  • Prior experience of handling team of 2 members is necessary
  • Ability and willingness to handle multiple clients is necessary
  • Good knowledge of US Accounting process is necessary
Job Location Near Mahesh Vidyalay, Kothrud, Pune

Job Type Permanent - Full time - Shift 1:30 pm to 10 pm

Monday to Friday-5 days working
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