About the Role
We are looking for experienced accounting and finance professionals for Assistant Manager and Manager positions with strong expertise in US, UK, or Canadian accounting processes, client relationship management, financial reporting, and team leadership.
The ideal candidates should have well-rounded experience across Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), reconciliations, and Record-to-Report (R2R) processes. Candidates should be capable of managing client engagements, leading accounting teams, improving processes, and ensuring timely and accurate financial deliverables.
Key Responsibilities
1. Client Relationship Management
- Build and maintain strong relationships with new and existing clients.
- Identify opportunities to expand existing engagements through additional services, process improvements, and increased scope of work.
- Advise clients on establishing effective accounting processes and systems, particularly in SME environments.
- Handle client escalations and resolve service-related issues.
- Manage client expectations regarding deliverables, timelines, and agreed service levels.
- Lead client meetings and independently communicate process updates and solutions.
2. Accounting Operations & Process Management
- Oversee end-to-end accounting operations, including AP, AR, GL, reconciliations, and R2R.
- Manage monthly closing, financial reporting, year-end finalization, and variance analysis.
- Ensure accurate application of accrual accounting concepts, including prepayments, accruals, amortization, impairment, and revenue-expense matching.
- Establish and maintain accounting controls, policies, procedures, and chart of accounts.
- Monitor financial reporting and ensure timely completion of deliverables.
- Support financial planning activities, including cash flow projections, budgeting, and financial analysis.
3. Process Migration & Implementation
- Plan and manage accounting process transitions and migrations for new client engagements.
- Oversee migration of activities such as AP, AR, property accounting, and financial reporting.
- Gather client requirements and document existing accounting procedures.
- Develop and implement Standard Operating Procedures (SOPs), process manuals, reporting formats, and workflow documentation.
- Establish service-level benchmarks and ensure smooth implementation of migrated processes.
- Identify opportunities for process improvement, standardization, and operational efficiency.
4. Team Management & Leadership
- Lead, mentor, and develop accounting teams and Team Leaders.
- Allocate work, monitor productivity, and ensure optimum resource utilization.
- Ensure timely and accurate delivery of accounting and financial reporting activities.
- Guide Team Leaders in work planning, quality control, employee motivation, and performance management.
- Identify training and development opportunities for team members.
- Participate in recruitment, onboarding, performance appraisals, and team development initiatives.
- Coordinate with HR to organize training programs and improve team capabilities.
5. Business Growth & Strategic Responsibilities
- Develop relationships with key clients and identify opportunities for revenue growth.
- Support business development through proposals, process documentation, case studies, and work estimates.
- Collaborate with senior leadership to develop new service lines and financial analysis solutions.
- Support staffing, resource planning, and budgeting for new client engagements.
- Drive operational improvements and contribute to the overall growth of accounting services.
Required Skills & Qualifications
- Bachelor's or Master's degree in Commerce (B.Com / M.Com); CA Inter preferred.
- Strong experience in US, UK, or Canadian accounting processes.
- Comprehensive knowledge of AP, AR, General Ledger, reconciliations, and Record-to-Report (R2R).
- Strong experience in monthly closing, year-end finalization, financial reporting, and variance analysis.
- In-depth understanding of accrual accounting, prepayments, accruals, amortization, impairment, and revenue recognition/matching.
- Experience managing client relationships and handling client escalations.
- Proven experience in managing accounting teams and Team Leaders.
- Strong knowledge of budgeting, cash flow projections, and financial analysis.
- Excellent analytical, problem-solving, and organizational skills.
- Strong written and verbal communication skills, including the ability to independently lead client calls and draft professional emails.
- Excellent attention to detail and ability to manage multiple priorities.
- Advanced Microsoft Excel skills, including VLOOKUP, Pivot Tables, and Conditional Formatting.
- Proficiency in Microsoft Outlook and accounting software.
Preferred Accounting Software
Experience with one or more of the following:
- Yardi
- AppFolio
- QuickBooks (QB)
- MS Dynamics
- NetSuite
- Oracle
- JD Edwards
Additional Preferred Skills
- Experience in accounting process migration and implementation.
- Knowledge of chart of accounts setup and financial reporting systems.
- Financial modeling, financial ratios, and projections.
- Advanced Excel skills, including Macros and VBA.
- Experience managing large accounting teams (10+ members).
Position-Specific Requirements
Assistant Manager
- Relevant experience: 10–14 years (lower experience band applicable to CA candidates).
- Total experience: 12–15 years.
- Minimum team handling experience: 3 years.
- Team size: 3–14 members.
- Typically manages 1–2 Team Leaders.
- Responsible for client engagement management, accounting delivery, process migration, and team development.
Manager
- Relevant experience: 13–19 years (lower experience band applicable to CA candidates).
- Total experience: 13–23 years.
- Team handling experience: 10+ members preferred/required.
- Team size: 10–25 members.
- Typically manages 2–5 Team Leaders and may oversee Assistant Managers.
- Responsible for larger client accounts, revenue growth, new service development, complex process migrations, budgeting, and overall operational leadership.
Pay: ₹1,300,000.00 - ₹2,400,000.00 per year
Application Question(s):
- Require 10yrs -19years of experience in US, UK, or Canadian accounting?
- Should have end-to-end accounting experience covering AP, AR, General Ledger, reconciliations, and Record-to-Report (R2R)?
- How many years of team management experience do you have?
- What is the largest team size you have directly managed?
- Do you have experience managing client relationships, handling escalations, and independently leading client calls?
- Do you have strong experience in General Ledger review, monthly closing, year-end finalization, and financial reporting?
- Which accounting software have you worked with?
- Yardi
- AppFolio- QuickBooks- NetSuite- Oracle- MS Dynamics- JD Edwards- Other
- Do you have experience in accounting process migration, transition, and SOP documentation?
- Do you have advanced Microsoft Excel skills, including VLOOKUP, Pivot Tables, Conditional Formatting, and financial analysis?
- Do you hold a B.Com, M.Com, CA Inter, CA, or MBA in Finance qualification?
- Are you a qualified Chartered Accountant (CA)?
Options:
- Yes – Fully qualified CA- CA Final – Group 1 cleared- CA Final – Both groups cleared- CA Inter – Both groups cleared- CA Inter – Group 1 cleared- No – Not pursuing CA
Work Location: In person
