Financial Services Director

2 days ago

Bengaluru, Karnataka, India beBeeDirectorship Full time ₹ 4,50,000 - ₹ 6,00,000
Job Summary

We are seeking an experienced Financial Services Director 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 5–10 clients.
  • Understand client businesses and provide proactive financial 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 junior accounting team.
  • Review work deliverables, assign responsibilities, and ensure timely delivery.
  • Conduct internal training sessions to upskill team members.
Process & Quality Control:
  • Develop 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 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 and MS Excel.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple clients independently.
  • Strong attention to detail and problem-solving mindset.

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