Quatrro - Manager/Senior Manager - Transition - F&A

Purpose of the job:

Serves as primary contact/client relationship person and subject matter expert for the client. Delivers and explains the financial statements and accounting reports to clients. Under the supervision of the General Manager, works closely with clients to deliver world-class customer service regarding our products and services.

Essential functions and responsibilities:

1. Serves as primary contact for the client. Delivers monthly financial statements, providing coaching and counseling to business owners and operations managers in order to help improve margins and impact their bottom line.

2. Builds and maintains relationships by speaking with clients and key stake holders and providing them world-class customer service.

3. Calls clients frequently as needed to obtain missing information in order to prepare monthly financial statements.

4. Works closely with clients to solve issues related to complicated financial statement situations. Monitors finances to aid clients functioning within those guidelines, and provides financial analysis and advice to clients.

5. Collaborates for timely and accurate support for payroll, sales, and property tax audits where applicable.

6. Provides feedback to QC/Accounting teams and any clerical staff assisting in the accounting process, ensuring production is within all accounting policies, procedures and internal controls.

7. Promotes new sales and business development within current client base (i.e. SARG) and maintains a reference-able client base.

8. Responsible for client satisfaction and retention according to company expectations.

9. Responsible for deferred revenue realization for the client

10. Deals with client complaints and issues to ensure they are attended to and dealt with according to client satisfaction.

11. Recommends product/service enhancements to add value to our offerings

12. Act as consultant to our clients and provide valuable input to improve business profitability.

13. Performs gap analysis and establishes action plan to eliminate gap

14. Establishes ongoing client communication to enhance customer service while meeting define SLAs/KPIs

Other duties and responsibilities:

1. May participate in special projects and committees within the team.

2. May travel to meet clients, or travel to third party service provider locations.

3. Works closely with corporate industry staff at all levels to ensure program quality.

4. Other duties as requested.

Knowledge and Skills:

Required:

1. Chartered Accountant / MBA Finance (regular from Premier institute)

2. Four plus Post Qualification ( Chartered Accounting) experience in accounting/finance focus (or equivalent knowledge/experience),

3. Excellent Communication Skill with practical experience in dealing with US/UK clients.

4. Excellent Accounting Knowledge

5. Excellent Analytical skill

6. Ability to manage priorities and functions

7. Excellent inter personal skill

8. Positive attitude and flexible

9. Excellent in specifically Microsoft Word and Excel software.

10. Ready to work in US hours

11. Work closely with US Relationship Manager to ensure client delight

Preferred:

1. CPA

2. Experience with accounting software

3. Understanding of a computer network environment.

4. BPO/KPO background

The individual must possess these skills and abilities, or explain and demonstrate that s/he can perform the essential functions, with or without reasonable accommodation, using some combination of skills and abilities.

Extent of Public Contact:

1. Frequently serves as a representative of FPO to various organizations within the industry and broader community, displaying courtesy, tact, consideration, and discretion in all interactions.

2. Continually serves as a representative of FPO to the clients, displaying courtesy, tact, consideration, and discretion in all interactions.

Working Conditions and Environment: Employee must be willing to work at location in a small-to mid-sized office setting, plus attend client conferences and meetings that may or may not be held during the workday

Shift Timings US shift only.

Avani Joshi