Job Description

Purpose of the job:

• Client Management
• Team Management & People Development
• New Client Transition
• MIS & Logs Updation
• Efficiency Improvement

Essential functions and responsibilities (but not limited to):Client Management

• Ensure delivery of AR Reports as per the defined SLA for TAT and quality for clients assigned
• Review (Detailed/High level) of Accounts Receivables (Ageing Report, Customer Report, Cash Receipts, Matching of GLTB V/S HATB, SOPxe2x80x99S etc.) and record entries as necessary.
• Preparation of critical audit schedules and review (Detailed/High level) of the same as necessary
• Review and track daily /weekly delivery schedule for Clients. Coordinate with US accountants and clients as required. Ensure that the targets & client expectations are met.
• Trouble shooting - Clients issues/ queries/ escalations/ team issues - Single point of contact for any issue related to assigned clients
• Communicate with US counterparts / Clients through calls and emails as required
• Review and track the activity checklist for all clients
• Ensure Successful completion of projects assigned on timely basis

New Client & Transition:

• New client setup xe2x80x93 Master setups, tracking of data/information received
• Rigorous follow up for information & update
• Ensure that activities are carried out and completed per transition plan
• Regular review of the progress with plan
• Active involvement in transition call - planning stage and onboarding stage
• Prepare SOPs/ Process maps/ SIPOC

Team Management, People Development & Supervisory responsibilities:

• Work allocation to team members, update shift roster and review timesheets.
• Manage the team, provide timely feedback, Team performance, leave management, motivation, guidance, query resolution, etc.
• Training and development of staff, mentoring etc.
• Monthly One on One Meetings & Performance Feedback
• CBPB calculations
• Review all deliverables are as agreed SLA with client.

MIS/ Logs

• Ensure preparation and regular updating of process maps, process notes/ SOPs/ SIPOC
• Ensure daily updating of delivery trackers
• Ensure completion and timely delivery of monthly MIS and AR Reports.
• Update and review client escalations in the standard escalation log and complete RCA.
• Update and review financial errors in the standard error log and complete RCA.
• Monthly preparation of dashboard for assigned clientsxe2x80x99

Efficiency improvement

• Identification of areas of process improvement
• Review the ongoing process and bring continuous improvement in process for efficiency & quality.

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

• 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 1 year.

Desirable:

• Accounting knowledge with US accounting experience
• Transition experience
• Experience in managing high demand customers.

Key Metrics measured:

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

Educational Qualifications: BCOM / MCOM/ MBA/ CA & CPA.Work Experience: 5-8 years Accounting Background, preferably having experience in end-to-end AR activities and handling a team.Other Prerequisites:

• Required to work in shifts. Based on business/project requirement will work in US hours.
• Prior work experience in MNC & matrix organization
• Valid Passport.

Mancraft Consulting