Branch Manager/Associate Director - P&L - CA Consulting Firm

We are looking for an experienced and strategic Branch Manager (Associate Director) to take charge of the branch operations of CA consulting firm. The ideal candidate will be responsible for leading and managing a team, ensuring client satisfaction, overseeing the P&L of the branch, and driving business growth. The role requires strong leadership skills, expertise in client management, and a deep understanding of financial consulting practices.

Key Responsibilities:

1. Team Management & Leadership:

- Lead, manage, and mentor a team of professionals, ensuring high levels of performance and client service.

- Conduct regular performance reviews, set clear targets, and provide constructive feedback.

- Foster a collaborative and high-performance culture across the team, promoting professional development and continuous learning.

- Manage recruitment, onboarding, and training for new hires in the branch.

- Ensure team members meet service level expectations and quality standards in their deliverables.

2. Client Relationship Management:

- Serve as the primary point of contact for key clients, building and maintaining strong, long lasting relationships.

- Understand client needs, offer tailored solutions, and ensure exceptional service delivery to drive client satisfaction.

- Ensure the firm's services meet or exceed client expectations, addressing any concerns or issues in a timely manner.

- Identify opportunities for cross-selling and upselling additional services to clients.

- Oversee the preparation and delivery of proposals, presentations, and reports to clients.

3. P&L Management:

- Take ownership of the branch's P&L, ensuring profitability and cost management.

- Analyze financial performance and implement strategies for revenue growth, cost control, and margin optimization.

- Monitor billing and collections, ensuring the branch meets its financial targets.

- Prepare budgets, forecasts, and financial reports in coordination with the finance team.

- Implement and monitor KPIs to assess financial and operational performance.

4. Business Development & Growth:

- Contribute to the growth and strategic development of the firm's branch by identifying new business opportunities and markets.

- Engage in networking and brand-building activities to expand the client base.

- Work closely with senior leadership to align the branch's goals with the firm's overall strategic objectives.

- Develop and execute business development strategies to increase the firm's market share in the region.

5. Operational Excellence & Compliance:

- Ensure branch operations are efficient, effective, and compliant with industry regulations and firm policies.

- Implement best practices to streamline processes, reduce inefficiencies, and improve client service.

- Monitor the compliance of all deliverables, ensuring adherence to professional standards, ethical guidelines, and legal requirements.

- Ensure timely completion of all audits, filings, reports, and other deliverables in line with deadlines.

Qualifications:

- Education: Chartered Accountant (CA) or equivalent professional qualification. MBA (Finance) is a plus.

- Experience: Minimum 8-10 years of experience in a leadership role within a CA consulting firm or related service industry.

- Proven experience in managing P&L, client relationships, and team leadership.

- Strong understanding of financial consulting services, audit, tax, and regulatory compliance.

- Experience in business development and identifying growth opportunities.

- Excellent communication, negotiation, and interpersonal skills.

- Strong analytical and problem-solving skills with attention to detail.

Key Skills:

- Leadership & Team Management.

- Client Relationship Management.

- Financial Management & P&L Oversight.

- Strategic Planning & Business Development.

- Performance Management & Coaching.

- Strong Communication & Presentation Skills.

- Knowledge of Industry Regulations & Compliance.

Personal Attributes:

- Strategic thinker with a hands-on, results-driven approach.

- Excellent organizational skills and ability to prioritize tasks effectively.

- Ability to work under pressure and manage multiple priorities simultaneously.

- Strong business acumen and ability to make data-driven decisions.

- Positive, can-do attitude with a passion for mentoring and team development.