Team Lead

Role OverviewThe Team Lead – Outsourced Accounting & Bookkeeping Services is responsible for managing end-to-end delivery of outsourced finance operations across multiple domestic and international clients (US/UK/Canada/India). The role involves leading delivery teams, ensuring statutory and regulatory compliance, maintaining delivery quality, managing client expectations, improving processes, and driving high-performance culture.Key Responsibilities1. Delivery & Operations- Manage a team of accountants- Manage delivery of outsourced accounting, bookkeeping, AR/AP, reconciliations, payroll inputs, inventory accounting, and MIS.- Review journals, ledgers, trial balance, P&L, balance sheet, audit schedules, and monthly packs.- Drive timely month-end / quarter-end / year-end closure.- Ensure compliance with applicable frameworks (India GAAP, US GAAP basics)- Support audits (statutory, internal, tax) with documentation and clarifications.2. Compliance Support- Ensure timely compliance deliverables: GST returns, TDS returns, PT, PF/ESI Payroll, (India).- Support state / local tax filings for clients- Maintain compliance calendars and trackers to avoid delays and penalties.- Escalate non-compliance risks proactively.3. Team Leadership- Lead, mentor, train, and supervise a team of accountants.- Allocate tasks, balance workload, monitor productivity, and ensure SLA adherence.- Conduct training on tools, accounting standards, and internal SOPs.- Conduct periodic performance evaluations and improvement plans.4. Client Relationship Management- Act as the primary point of contact for assigned clients.- Hold weekly/bi-weekly review calls and status updates.- Gather client requirements and convert them into actionable tasks.- Handle escalations and ensure client satisfaction and retention.5. Process & Quality Management- Implement and enforce accounting SOPs, templates, and workpapers.- Conduct quality checks and second-level reviews to minimize rework.- Introduce process improvements, workflow automation, and documentation hygiene.- Identify and mitigate risks in delivery.6. Reporting & Documentation- Maintain working papers, review checklists, internal documentation, and audit trails.- Prepare weekly MIS on utilization, quality scorecards, and issue logs.- Support onboarding of new clients including tool setup, COA structuring, workflow design.Required Skills & Competencies- Strong command of accounting principles, reconciliations, closing processes, and financial reporting.- Hands-on experience in outsourced delivery models (KPO/BPO/Shared Services).- Excellent written/verbal communication; exposure to global stakeholders.- Leadership, conflict management, training & mentoring.- High discipline with data integrity and documentation.Technical Skills & Tools (Preferred)- Cloud Accounting: QuickBooks Online, Xero, Zoho Books, NetSuite, Sage Intacct, Tally Prime.- Productivity: Excel/Google Sheets (Pivot Tables, VLOOKUP/XLOOKUP, automation formulas).- BI Exposure: Power BI/Sheets dashboards (optional but good to have).Education & Experience- B.Com/M.Com/BBA/MBA (Finance) or equivalent.- CA Inter/ACCA/CMA (Preferred).- 5–8 years total experience, with at least 2–3 years supervising delivery teams.- Prior outsourced finance/shared services experience strongly preferred.Key Performance Indicators (KPIs)- Delivery accuracy & timeliness of monthly/quarterly deliverables.- Ensuring timely compliance support and statutory adherence (Payroll, GST/TDS/PF/ESI/ROC, sales tax/state filings for international clients, etc.).- SLA adherence & turnaround time commitment adherence.- Client satisfaction, retention, and feedback scores.- Reduction in review-level errors and audit points.- Month-end close cycle quality and completeness of working papers.- Compliance calendar adherence and proactive escalation of due dates.- Team productivity, utilization, quality scores & retention.- Audit preparedness and elimination of documentation gaps.Soft Skills- Empathetic leadership and people handling.- Multi-tasking and prioritization ability under deadline pressure.- Analytical thinking and structured problem solving.- Cultural flexibility for global client communication.- Continuous learning and process improvement mindset.