Deputy Team Lead

3 weeks ago

Pune, 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 3-5 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 3-5 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

(ref:iimjobs.com)

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