InvokHR Solutions | Account Team Lead

2 weeks ago


india InvokHR Solutions Full time

About the Company - We are hiring for our esteemed client, a Canadian financial services provider specializing in cloud-based accounting solutions for small and medium-sized businesses. Established in 2016, they excel in delivering bookkeeping, payroll, accounts payable, and receivable services, leveraging automation and skilled personnel. With a global footprint and a delivery team based in Noida, India, they serve industries like eCommerce, retail, and healthcare. Their client-centric approach focuses on providing scalable, efficient, and tailored financial solutions.


About the Role: Team Lead – Bookkeeping

Work Location: Noida, Sector - 142

Shift Hours: Flexible; 6 hours in-office (10:30 AM to 4:30 PM) and remaining hours from home

Relevant Industry Experience: 7–12 years


Roles and Responsibilities


  • Lead a team of Associates/Sr. Associates/Associate Team Leads managing bookkeeping tasks for Canadian clients.
  • Monitor work allocation and ensure deadlines are met using the practice management system.
  • Review month-end financial statements for accuracy, address exceptions, and resolve discrepancies.
  • Maintain proactive communication on delivery schedules and adherence to allocated budgets.
  • Collaborate with the Canadian team to understand client-specific requirements and ensure deliverables are met.
  • Plan resource allocation, track monthly delivery schedules, and oversee budget adherence.
  • Provide team training, conduct performance reviews, and assist in recruitment as needed.
  • Manage client escalations, perform root cause analyses, and develop improvement plans.
  • Oversee payroll and sales tax data entry reviews for accuracy.


Required Skills


  • Minimum 4 years’ experience in R2R or end-to-end bookkeeping.
  • Experience handling a team of 3–4 in a multi-client environment.
  • Knowledge of North American client processes.
  • Expertise in QuickBooks Online, Xero, and tools like Expensify and Dext.
  • Proficient in MS Office Suite, Google Documents, and accounting systems.
  • Strong organizational, communication, and time-management skills.
  • Experience working with onshore and offshore teams in a service-oriented business.


Qualifications - Bachelor’s or Master’s in Commerce (B.Com, M.Com) or MBA in Finance.


Perks and Benefits


  • Medical Insurance.
  • Company-sponsored training and certifications.



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