Financial Services Team Manager

6 days ago


Noida, Uttar Pradesh, India InvokHR Solutions Full time

About InvokHR Solutions

We are a leading Canadian financial services provider specializing in cloud-based accounting solutions for small and medium-sized businesses. Our expertise lies 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, we serve industries like eCommerce, retail, and healthcare.

Our client-centric approach focuses on providing scalable, efficient, and tailored financial solutions.

About the Role:

As a Financial Services Team Manager, you will lead a team of professionals managing bookkeeping tasks for Canadian clients. Your responsibilities will include monitoring work allocation, ensuring deadlines are met using our practice management system, reviewing month-end financial statements for accuracy, addressing exceptions, and resolving discrepancies.

You will maintain proactive communication with the team regarding delivery schedules and adherence to allocated budgets. Collaborating with the Canadian team is essential to understand client-specific requirements and ensure deliverables are met.

Your key objectives will be to plan resource allocation, track monthly delivery schedules, and oversee budget adherence. Additionally, you will provide team training, conduct performance reviews, and assist in recruitment as needed.

The successful candidate will manage client escalations, perform root cause analyses, and develop improvement plans. Overseeing payroll and sales tax data entry reviews for accuracy is also a critical aspect of this role.

Requirements

  • A minimum of 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.

Compensation Package

The estimated annual salary for this position is $85,000-$110,000 CAD, depending on experience. The company offers medical insurance and company-sponsored training and certifications.



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