Sr Mgr - CA - IT/ITES Financial Services

Sr Manager CA - IT/ITES Financial Services

We (STEPS) is an Executive Search Organization headquartered in New Delhi.

We partner with our clients to fill up their strategic and leadership positions for their business success.

In the process, currently we are partnering with an UK based large IT/ITES Organisation.

Role: Senior Manager

Function: Financial Services

Reporting to: Head

Role Objective

- To oversee end-to-end delivery of the contract ensuring client SLAs are met and monitor team performance for all the sub-processes through a robust workflow to deliver effective and professional customer service, identify and implement process improvement opportunities and minimise operational risk and increase efficiency and set performance targets for the team.

Academic -
Chartered Accountant (CA)

Experience -


- Minimum 8 years in accounting or financial services or consulting services in similar domains.


- Experience in fund accounting essential.


- Experience in Mutual Fund administration preferred

Primary Responsibilities

- Manage on time delivery of services ensuring that the Service Level Agreements (SLAs) are met;

- Manage and optimize the annual budget allocated for the process and monitor variance;

- Authorize expenses within the allocated budget for the team;

- Manage client relationship and major escalations to ensure expectation levels are met;


- Review and quality assure that all SLAs are delivered to the client in accordance with established policies, procedures and standards;

- Liaise with the Transition team and the project manager to facilitate migration of work

- Liaise with the Transition team, client and the project manager to understand the process being migrated and establish training manuals for;

- Establish a resource plan around the budget allocated, outline roles and responsibilities and lines of accountability to facilitate efficient functioning of the team;

- Decide on the team structure and span of control for the process along with the manager (s);
Review existing practices and processes and identify areas of improvement and initiate projects;

- Review all performances within the team against set targets and reward superior performance on an ongoing basis and manage reward and recognition budget;

- Conduct skip level meetings with the team members to understand the current developments in the team and establish communication protocols to improve performance and efficiency;

- Identify the training needs for the team, allocate budget and liaise with the training team for the execution of training plans;

- Coach the team on a regular basis to improve efficiency and performance;

- Organise daily/weekly calls with the client to provide reports and updates on the process performance;

- Liaise with the recruitment team and conduct interviews as and when required; and

- Facilitate the periodic operations steering group (OSG) meetings to understand the operations of other processes within the business.

- Has responsibility for a business unit, a function or a large project within a business area. Is a cost centre manager and is solely responsible for the management of at least one client relationship. Has responsibility for business unit performance, including profit, sales revenue, cost management and service level agreement targets. Has responsibility for evidencing that

-TCF is embedded in the operation to meet clients’ requirements. Has line management responsibility for a team of functional heads / senior specialists.

Key Result Areas


- SLA delivery


- Lean and process improvement projects


- Business compliance and information security audits


- Client relationship management

Contact -
Shikha,
STEPS,
smeena@stepsindia.co.in