
Finance Team Lead
1 week ago
. Client Engagement & Relationship Management
- Client Collaboration: Act as the primary point of contact for clients, building and maintaining strong, trust-based relationships.
- Understand Client Needs: Assess client requirements, financial goals, and challenges, tailoring accounting solutions and services accordingly.
- Deliver Advisory Services: Provide guidance to clients on accounting best practices, process optimization, and regulatory compliance, specifically around US GAAP.
- Present Financial Insights: Use Power BI to present actionable financial insights, helping clients make informed, data-driven decisions.
Accounting & Financial Reporting
- Financial Reporting: Oversee the preparation of accurate and timely financial statements, ensuring adherence to US GAAP.
- General Ledger Oversight: Manage and oversee the reconciliation of accounts, journal entries, and month-end closing procedures.
- Audit Preparation: Assist in preparing for audits, ensuring that all records and processes are compliant with regulatory standards.
- Data Integrity: Ensure the integrity of financial data by implementing strong controls and validation processes.
System & Technology Integration (MSDBC & Power BI)
- MSDBC Utilization: Lead the team in using Microsoft Dynamics Business Central (MSDBC) for accounting, ERP management, and reporting. Ensure all team members are proficient in the platform.
- Automation: Leverage MSDBC to automate routine accounting tasks, improving efficiency and reducing manual errors.
- Power BI Dashboards: Design and implement custom Power BI dashboards to help clients visualize key financial metrics, KPIs, and trends.
- Data Analysis: Use Power BI to analyze complex financial data, identifying areas for improvement and providing strategic recommendations.
US GAAP Compliance & Reporting
- Compliance Oversight: Ensure all financial operations, reporting, and systems are compliant with US GAAP standards and relevant accounting regulations.
- Policy Development: Develop and maintain internal accounting policies and procedures that align with US GAAP, ensuring consistency across client accounts.
- Regulatory Reporting: Support clients in meeting all required regulatory reporting and filing deadlines
Required Skills & Qualifications:
- Accounting Expertise: Strong knowledge and experience in accounting principles, financial reporting, and US GAAP.
- MSDBC Proficiency: Extensive experience with Microsoft Dynamics Business Central (MSDBC) for accounting and financial operations.
- Power BI Skills: Proven ability to design and implement Power BI dashboards for financial analysis and reporting.
- Leadership Skills: Ability to lead, mentor, and motivate a team of accounting professionals.
- Analytical Thinking: Strong ability to analyze complex financial data and provide actionable insights to clients.
- Communication: Excellent verbal and written communication skills for interacting with clients and team members.
- Problem-Solving: Strong critical thinking skills to identify issues and develop effective solutions in a timely manner.
- Educational Requirements: Bachelor's degree in Accounting, Finance, or related field; CPA or equivalent certification preferred.
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