Finance Controller - CA/CPA

0 Ensure delivery of financial statements as per the defined SLA for TAT and quality for clients assigned.

- High level review of financial statements prepared.

- High level review of audit schedules.

- Review daily /weekly delivery schedule for financials.

- Assist / Guide AMs in Trouble shooting - Clients issues/ queries/ escalations/ team issues.

- Communicate with US counterparts / Clients through calls and emails as required.

- Guide team as required and ensure successful completion of projects assigned on timely basis.

- Ensure customer satisfaction.

- Regular review of transition plan and track progress.

- Active involvement in guiding team for new client setup - Master setups, tracking of data/information received, follow up for missing information.

- Active involvement in transition call - planning stage and onboarding stage.

- Ensure preparation of SOPs/ Process maps/ SIPOC.

- Ensure that the manager aligned perform the following timely - Work allocation to team members, update shift roster, review timesheets, leave management, provide timely feedback.

- Provide one on one feedback on regular intervals to direct reportees.

- Arrange for skip meetings at regular intervals.

- Work with the AMs to design and implement plans for training, mentoring etc.

- Ensure regular updating of process maps, process notes/ SOPs/SIPOC.

- Ensure daily updating of delivery trackers.

- Ensure completion and timely delivery of monthly MIS and PLI calculations.

- Review the updated client escalations in the standard escalation log and completed RCA and submit the same to Director.

- Review the updated financial errors in the standard error log and completed RCA and submit the same to Director.

- Review monthly dashboard prepared for assigned clients' and setup meetings with Senior Management.

- Assist Director in preparation of monthly dashboard for the vertical.

- Assist in SSAE18 audit.

- Assist management in any other MIS activities as required.

- Identification of areas of process improvement.

- Initiate improvement projects. Assist in creation of project plan and setup of project team.

- Regular monitoring of improvement project and ensure successful completion of project.

- Review the ongoing process and bring continuous improvement in process for efficiency & quality.

- India Direct delivery of financials or with very less involvement of US CAM.

Supervisory responsibilities:

- Monthly One on One Meetings & Performance Feedback.

- Regular skip meeting.

- Performance & Leave Management.

- Training, mentoring & motivating team.

- Review all deliverables are as per agreed SLA with client.

- Ensure the AMs do Monthly One on One Meetings & Performance Feedback.

- Ensure that all client deliverables are reviewed and meet the SLA targets set with client.

Requirements

Knowledge and Skills

- Excellent Accounting knowledge.

- Expertise in Microsoft Office and good speed on computers.

- Excellent Communication Skills and Confidence level.

- Smart & dynamic.

- Prior team handling experience of minimum 5 years.

- Accounting knowledge with US accounting experience-GAAP, IFRS.

- Transition experience.

- Experience in managing high demanding customers.

- Lean Six Sigma - Preferred

- Eye for details, Quality orientation, Compliance.

- Excellent communication

- Steadiness, Committed, Client focus.

- Ability to work under pressure.

- Adaptability to change.

- Self-learning & development.

- Automation skills like able to create smaller macros to fix lengthy activities. For instance-Trend analysis, exception reporting tool, etc.

Key Metrics measured:

- TAT and quality of allocated clients. Attrition nos. of team members.

Educational Qualifications:

- CA / CPA

Work Experience:

- 10-13 years Accounting Background, preferably having experience up to Finalization of Accounts, managed US clients and handling a team.

Other Prerequisites:

- Required to work in shifts. Based on business/project requirement will work in US hours.