Team Lead

Role Overview The 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 Responsibilities 1. 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.