
Financial Services Leadership Position
1 week ago
Job Summary:
We are seeking an experienced accounting professional to oversee end-to-end client engagements. The ideal candidate should have strong technical knowledge, leadership capabilities, and client relationship skills.
Key Responsibilities:
- Act as the primary point of contact for a portfolio of clients.
- Understand client businesses and provide proactive financial and compliance advice.
- Ensure timely communication and issue resolution.
Accounting & Review:
- Oversee and review monthly/quarterly/annual bookkeeping and finalization of accounts.
- Coordinate with respective teams for review of GST, TDS, PT, PF, and ESI filings to ensure accuracy and compliance.
- Monitor closure of books and coordinate with clients for final reporting.
MIS and Reporting:
- Supervise preparation of MIS reports as per client requirements.
- Analyze financial data and prepare variance analysis, cost center reports, etc.
- Present financial insights and recommendations to clients for decision-making.
Team Management & Training:
- Manage and mentor a team of junior accountants and compliance staff.
- Review work deliverables, assign responsibilities, and ensure timely delivery.
- Conduct internal training sessions to upskill team members.
Process & Quality Control:
- Develop and implement SOPs to ensure efficiency and consistency across the division.
- Conduct internal reviews and audits to ensure high quality of service delivery.
- Keep abreast of changes in laws, rules, and industry practices, and update team and clients accordingly.
Required Qualifications & Skills:
- Chartered Accountant (CA) with 3–6 years of post-qualification experience.
- Experience in a CA firm or mid-sized accounting firm preferred.
- Strong technical knowledge in accounting standards, GST, TDS, PF/ESI, ROC filings, etc.
- Proficiency in accounting software (Tally, Zoho Books, QuickBooks, etc.) and MS Excel.
- Excellent communication and interpersonal skills.
- Ability to manage multiple clients and lead a team independently.
- Strong attention to detail and a problem-solving mindset.
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