Team Lead

Job Description

- The general responsibilities for this position will focus on client tax funding operations, managing incoming client funds, ensuring accurate allocation and reporting.
- This role will be expected to lead, inspire, and ensure appropriate accountability, critical thinking, and ownership in a highly operational and analytical organization.
- Responsible for accurate and timely client tax funding reconciliation and reporting across 5 unique business units
- Responsible for the tracking and reporting of short funded customer accounts
- Responsible for measuring and communicating team performance against established goals providing guidance and course correction if necessary
- Responsible for Hiring and mentoring team members for growth
- Special projects as assigned
- Exposure to Goal setting for self and team members across all IC levels
- Play a crucial part in hiring talent and grooming them for growth within the team members
- Understand the training needs well and collaborating with SMEs and LD
- Experience in managing the performance discussions with the team members regularly
- Achieving key KPI targets set by the department. This may be subject to revision couple or more times yearly
- Customer focused with excellent communication skills you will be able to explain and convey information clearly to clients (as may be required)
- Collaborating with all the stakeholders effectively without any escalation
- Developing as a people manager, supporting employees by providing guidance, coaching, training and having regular 1:1s. Partner with manager on employee related issues, performance reviews career conversations.
- Play an important role for all Exec and Client escalations. Also propose appropriate RCAPA for future
- Understanding possible automation areas and partner with Engineering / Product teams
- Being Proactive rather than being reactive in managing potential challenges and people issues
- Participate in functional area meetings by not only providing feedback on content but also speaking in front of the team on a specific topic.
- Ability to keep the team motivated under all circumstances with a strong focus on customer satisfaction
- Attention to detail, with a drive to continuously improve
- Results-oriented, highly organized, motivated and driven to succeed
- Able to work under pressure

What You ll Need to be Successful:

- Undergraduate degree, prefer Accounting or Finance (MBA is preferred)
- 8+ years of finance, corporate treasury operations, or tax-related experience
- 2+ years of operational management/team leadership experience
- Demonstrated work experience in the areas of treasury or finance operations
- Experience successfully leading a high-performing team in a high-volume Treasury or Finance organization
- Should have done Goal setting and Performance appraisals for his / her team
- Should have excellent language skills in English (oral and written)
- MBA in Finance (preferably)
- MS Excel (intermediary to Advance) skills. Other MS office apps proficiency
- Technical Skills:
- Strong analytical, research, and critical thinking skills
- Excellent written and verbal communication skills
- Must possess advanced MS Excel capabilities and be capable of marrying technical and business-level input to support daily operations
- Ability to understand the conceptual basis of accounting guidance as well as mechanics of execution
- Able to demonstrate accuracy and composure under tight deadlines

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