Operations Associate Ii

2 weeks ago


Chennai, India Wolters Kluwer Full time

Business Title: Operations Associate

GCF Level: B2

Function: CAS

Location: Chennai

Business Unit: DXG TAA Xpitax

Supervisory Relationships

Reports To: Operations Lead
- Basic Function

Requires in-depth conceptual and practical knowledge with in the Financial Accounting job family group. As a Reviewer, get the Client work processed by preparers and review to ensure the expected quality of the output. Be responsible for the productivity, quality of preparers and for the timeliness of work to be delivered to Firms assigned. Works independently under mínimal guidance. Carried out a full range of professional duties and solve moderately complex problems.

Essential Duties and responsibilities

Overall, the role involves about 80% of Technical Work and 20% of People Management

Process
- Process the Accounting work outsourced by assigned US CPA /Canadian CA Firms that will be assigned after completion of training
- Assign tasks to Preparers and keeping the optimal usage of man power
- Guide Preparers in completion of tasks
- Sending completed tasks to the respective Firm on daily basis
- Conduct daily briefings on tasks keeping team members in the loop
- Ensuring that the tasks are completed on time
- Ensuring accuracy/ quality of the task completed
- Co-ordinate with Firms on queries / open items
- Keep procedure documents updated
- Training/ Guiding New Recruits on the process and procedures
- Ensuring that error percentage has a diminishing trend
- Handling client calls

Reporting
- Manage a team of 2 to 3 sub-ordinates
- Daily status update to the Operations Lead
- Keep all MIS reports updated on time

People
- Ensure adherence to company policies

KNOWLEDGE, SKILLS AND ABILITIES
- Experience: Minimum 5-7 years of hands-on work experience in Accounting, with experience to independently handle
- Accounts Payable, Accounts Receivable
- Bank reconciliation process, Credit card reconciliation process
- General Ledger Accounting
- Year End Accounting / Adjusting Journal Entries / Finalization of Accounts.
- Self-motivated, takes initiative and the ability to work as part of a team.
- Good in Oral and Written communication in English
- Working knowledge in MS-Excel
- Typewriting (no certification expected)
- Min. 1 year of exp. in Team Leading and handling Client conference calls


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