CAAS Manager
1 day ago
Job Title: Manager
Department: Client Accounting Services
Location: Hyderabad (Hybrid)
About Us:
Sentient an Ascend Company is a fast-growing accounting outsourcing firm serving a diverse portfolio of clients across the United States. With a highly skilled team based in both the U.S. and India, we specialize in delivering fully customized accounting solutions tailored to meet the unique needs of CPA firms.
Leveraging the power of AI, process automation, and a scalable suite of services, Sentient empowers CPA firms to enhance efficiency, reduce costs, and focus on strategic growth. Our commitment to quality and innovation ensures that our clients receive accurate, timely, and value-driven support.
We are proud to be an Ascend Partner Firm, one of the top CPA firms in the U.S., enabling us to deliver exceptional service and results to clients nationwide.
For more Info: Sentient an Ascend Company & Ascend
About the role:
As a manager, you independently manage end-to-end bookkeeping, month-end close processes, and financial reporting for a diverse client base, without requiring oversight from a Senior Manager. You ensure the accuracy, timeliness, and integrity of financial data, while proactively identifying opportunities to improve processes and deliver insights that support strategic decision-making.
In addition, you will play a key leadership role within the team by mentoring Staff and Senior Associates. You will support their professional development by helping them navigate complex accounting challenges, from initial problem identification through to solution implementation. Your ability to think critically, manage competing priorities, and drive process improvements will be essential in delivering high-quality outcomes for both clients and the firm.
Responsibilities:
Proven experience on US Accounting primary focus on Report to Report(R2R), GL Accounting.
Proficient in the use of QBO, QBD, BDC, SAGE Intacct, Microsoft Office 365 Suite, and related software tools. Become Proficient in FloQast, Engagement, Advance Flow and other Reconciliation tools
Select, onboard , train and build a great team that excels in CAS work , nurture positive working relationships with teams and clients with the intention to meet/ exceed client expectations, work as part of a team of problem solvers, Identify red flags in Client service delivery as well as people issues, helping to solve these and other complex business issues from ideation to execution.
Lead the team to consistently be able to complete all bookkeeping activities, including highly complex tasks, analytical tasks (ex. Reading balance sheets, and financial analysis), and reporting tasks without any technical corrections from the clients. A hands-on approach to address specific knowledge needs to support work completion by the team.
Learn and fully understand client workflows, accounting practices, and preferences. Train engagement team on them. Research into newer areas using existing resources to solve client issues
Take leadership in training staff on proper workpapers techniques and documentation and address specific client issues due to quality. Review Balance Sheet Reconciliations, Draft Reports, MIS, Analysis and Month-end activity.
Stay current with respect to all new technical developments, especially in areas affecting client assignments. Assist with training staff in these areas / Obtain and maintain training certifications
Act to resolve issues that prevent the team from working effectively.
Address sub-standard work or work that does not meet firm's/client's expectations and Focus on Quality.
Experience in managing and prioritizing multiple client projects and meeting deadlines.
Qualifications:
Minimum 8-12 years of experience in US Accounting or B Com or MBA with CA Inter, 3 years of articleship completed and 5-8 years of US Accounting Experience.
CA/CMA Qualified with 5-7 years of US Accounting Experience (Added Advantage)
Experience of Handling a team size of 3-4 members in a previous firm.
Uphold the firm's code of ethics and business conduct.
Coach others, recognize their strengths, and encourage them to take ownership of their personal development.
Understanding of industry specific accounting regulations and compliance requirements.
Analyze complex financial data and provide actionable insights.
Preferred Skills:
Ability to manage multiple tasks and meet deadlines
Ability to contribute to strategic planning and decision-making process
Strong analytical and problem-solving abilities.
Familiarity with emerging technologies and their impact on accounting practices.
Developing and implementing client service strategies.
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