Senior Lead/Lead - Record To Report

Job Description

Job Title: R2R Lead/ Sr Lead

Shift: 3 PM to 12 Midnight, will have to extend during month end

Experience: Post CA - 3- 6yrs in R2R process (post-CA is mandatory).

Key skills: Strong in operations, Reporting, A/c & finance mgmt., Comm. Skills, Team handling, Internal/External client handling.

Preferred: from Big4 CA firms/ other top 5 CA firms/ KPOs/ Accounting Outsourcing firms/ MNCs etc

PURPOSE OF THE ROLE:

Maintaining financial controls and reporting by company and Client requirements. To take the lead in understanding, interpreting, communicating,, and delivering efficient accounting service commitments to clients and companies by effectively engaging and developing the team.

JOB-SPECIFICIC REQUIREMENTS:

1. CA with post-qualification experience of 3 to 6 years.

2. Experience in top CA firms or the multinational organizations is preferred but not mandatory

3. Should have managed a team of 5 to 10 members for 4 years plus (will be added advantage)

4. Demonstrates project management and skills.

5. Demonstrates the ability to manage multiple clients and diverse teams.

6. Excellent client servicing and interpersonal skills.

7. Good command of written and spoken English.

8. Core Experience in Record to Report with in-depth knowledge in month close entries, consolidation, revenue (US GAAP, IFRS), and GAAP adjustment entries.

KEY PERFORMANCE AREAS:

A. Operations Management

B. Client Relationship Management

C. Internal & External Compliances

D. Planning, Internal Administration & Reporting

E. Resource Management

F. Communication

G. Team Management

KEY PERFORMANCE AREAS: Detailed Responsibilities/Job Description:

A. OPERATIONS MANAGEMENT:

1. Procure to Pay.

2. Order to Cash.

3. Record to Report.

B. CLIENT RELATIONSHIP MANAGEMENT:

1. Establish and continually seek opportunities to increase customer satisfaction and deepen client relationships.

2. Set and manage client expectations by communicating to each stakeholder at every step of the project.

3. Communicate effectively with clients to identify business needs and evaluate alternative business solutions.

4. Builda a knowledge base of each client business,organization,,n and objectives.

5. Establish channels for regular client feedback and satisfaction levels on the services provided, and team/individual performance.

6. Have the ability to design/create KPI reports and dashboards for client and management review.

7. Regular review of client processes documentation and keeping the same in live status.

C. INTERNAL & EXTERNAL COMPLIANCES:

1. Comply with the company ethics policy.

2. Create awareness of ethical issues and encourage a transparent culture in which organization ethics policy is understood and lived upon.

3. Prevent and manage any ethical issues as they arise.

4. Prevent conflict of interest problems.

D. PLANNING, INTERNAL ADMINISTRATION & REPORTING

1. Participate, coach, and guide the team in the initial creation of documentation for the client as part of deliverables and later review the documentation prepared by the team.

2. Review, evaluate,, and sign off all critical deliverables to the client to ensure high-quality output to the client.

3. Proactively identify, track, manage and mitigate the risks on specific issues concerning client deliverables.

4. Resolve the issues by providing a contingency plan and/or escalate the issues to the top management for alternate solutions to ensure minimal impact on quality and timeline.

E. RESOURCE MANAGEMENT

1. Determine the roles of team members required for the execution of the tasks based on the requirement, timelines,,, and budget as set in the client charter.

2. Determine the competencies/skills required for the execution of the tasks based on the client's's's specification and requirements.

3. Determine the software/hardware resources, and facilities required based on client work specifications.

4. Identify the knowledge and skills required for the execution of the task and ensure the same is available and if not provided to team members.

F. COMMUNICATION

1. Effectively communicate to the client the expectations, deliverables, dependencies, risks, timelines, milestones, and schedules.

2. Conduct regular team meetings to:

a. appraises the team of all the client activities promptly.

b. communicates roles and expectations to team members.

c. address operational issues, and personal grievances coming up from the team.

G. TEAM MANAGEMENT

1. Ensure that all team members are adequately trained to perform their responsibilities and operational tasks ethically and responsibly.

2. Review performance goals, achievements, and concerns with each direct reporting staff regularly.

3. Motivate and develop team members to shoulder higher responsibilities.

4. Establish channels for regular client feedback and satisfaction levels on the services provided and team/individual performance.

Skills :

r2r, GENERAL LEDGER