Financial Services Manager

2 weeks ago

Kanpur, Uttar Pradesh, India beBeeAccounting Full time ₹ 60,00,000 - ₹ 1,00,00,000
Job Summary:

We are seeking a seasoned accounting professional to oversee the end-to-end client engagement process. This role requires strong technical knowledge, leadership capabilities, and exceptional client relationship skills.

Key Responsibilities:
  • Client Management:
    • 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.
    • Co-ordinate 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 Skills and Qualifications:

  • 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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