Team Lead

Key Responsibilities 1. Delivery & Operations • Manage a team of accountants • Manage delivery of outsourced accounting, bookkeeping, AR/AP, reconciliations, payroll inputs, inventory accounting, and MIS. • Review journals, ledgers, trial balance, P&L, balance sheet, audit schedules, and monthly packs. • Drive timely month -end / quarter -end / year -end closure. • Ensure compliance with applicable frameworks (India GAAP, US GAAP basics) • Support audits (statutory, internal, tax) with documentation and clarifications. 2. Compliance Support • Ensure timely compliance deliverables: GST returns, TDS returns, PT, PF/ESI Payroll, (India). • Support state / local tax filings for clients • Maintain compliance calendars and trackers to avoid delays and penalties. • Escalate non -compliance risks proactively. 3. Team Leadership • Lead, mentor, train, and supervise a team of accountants. • Allocate tasks, balance workload, monitor productivity, and ensure SLA adherence. • Conduct training on tools, accounting standards, and internal SOPs. • Conduct periodic performance evaluations and improvement plans. 4. Client Relationship Management • Act as the primary point of contact for assigned clients. • Hold weekly/bi -weekly review calls and status updates. • Gather client requirements and convert them into actionable tasks. • Handle escalations and ensure client satisfaction and retention. 5. Process & Quality Management • Implement and enforce accounting SOPs, templates, and workpapers. • Conduct quality checks and second -level reviews to minimize rework. • Introduce process improvements, workflow automation, and documentation hygiene. • Identify and mitigate risks in delivery. 6. Reporting & Documentation • Maintain working papers, review checklists, internal documentation, and audit trails. • Prepare weekly MIS on utilization, quality scorecards, and issue logs. • Support onboarding of new clients including tool setup, COA structuring, workflow design. Required Skills & Competencies • Strong command of accounting principles, reconciliations, closing processes, and financial reporting. • Hands -on experience in outsourced delivery models (KPO/BPO/Shared Services). • Excellent written/verbal communication; exposure to global stakeholders. • Leadership, conflict management, training & mentoring. • High discipline with data integrity and documentation.Requirements Technical Skills & Tools (Preferred) • Cloud Accounting: QuickBooks Online, Xero, Zoho Books, NetSuite, Sage Intacct, Tally Prime. • Productivity: Excel/Google Sheets (Pivot Tables, VLOOKUP/XLOOKUP, automation formulas). • BI Exposure: Power BI/Sheets dashboards (optional but good to have). Education & Experience • B.Com/M.Com/BBA/MBA (Finance) or equivalent. • CA Inter/ACCA/CMA (Preferred). • 5–8 years total experience, with at least 2–3 years supervising delivery teams. • Prior outsourced finance/shared services experience strongly preferred. Key Performance Indicators (KPIs) • Delivery accuracy & timeliness of monthly/quarterly deliverables. • Ensuring timely compliance support and statutory adherence (Payroll, GST/TDS/PF/ESI/ROC, sales tax/state filings for international clients, etc.). • SLA adherence & turnaround time commitment adherence. • Client satisfaction, retention, and feedback scores. • Reduction in review -level errors and audit points. • Month -end close cycle quality and completeness of working papers. • Compliance calendar adherence and proactive escalation of due dates. • Team productivity, utilization, quality scores & retention. • Audit preparedness and elimination of documentation gaps. Soft Skills • Empathetic leadership and people handling. • Multi -tasking and prioritization ability under deadline pressure. • Analytical thinking and structured problem solving. • Cultural flexibility for global client communication. • Continuous learning and process improvement mindset.