3 Client Transitions Jobs

As a member of BDO India LLP, you will be part of a dynamic team that provides strategic, operational, accounting, tax & regulatory advisory services to both domestic and international organizations across various industries. With over 300 Partners & Directors and a dedicated team of 8500 professionals operating in 12 cities in India, namely Ahmedabad, Bengaluru, Chandigarh, Coimbatore, Chennai, Hyderabad, Goa, Kochi, Kolkata, Mumbai, New Delhi-Gurugram, and Pune, we take pride in our client-centric and knowledge-driven work culture. Your key responsibilities will include leading and managing the end-to-end F&A process for NGO clients, ensuring compliance with FCRA regulations. You should have expertise in FCRA regulations from an accounting and reporting perspective, working knowledge of D365, experience in team handling, and client-facing roles. Additionally, you will be involved in client transitions, process setup, month-end closing processes, MIS reporting, preparation and review of financial statements as per required GAAPs, preparation and review of necessary schedules, audit coordination, and familiarity with Income Tax and GST laws relevant for NGOs and FCRA compliant organizations. Proficiency in Excel, strong communication skills (as this role involves a US client), and working experience in US GAAP/IFRS are preferred. Overall, your role at BDO India LLP will focus on delivering exceptional client service through tailor-made solutions, ensuring quality excellence and time efficiencies.,

You should hold a Bachelor's Degree with a minimum of 17 - 20 years of relevant experience in new loan setup and loan servicing within the Back office/Financial industry. Knowledge of loan systems like Loan IQ/ACBS would be advantageous. Familiarity with Nostro/Cash matching, General Ledger reconciliation, SWIFT, and other remittance systems is required. Strong problem-solving and investigative skills are essential for analyzing and resolving process-related issues. A strong risk & control mindset is necessary, along with experience in driving small to medium-sized projects with successful outcomes. Proficiency in people and performance management, as well as escalation management, is crucial. You will be responsible for closely monitoring the team daily to ensure all SLAs (Quantity & Quality) are met and promptly escalating any exceptions for resolution. Supervising and assessing work allocation, identifying capacity areas throughout the day across all Global sites. Implementing strategies and core objectives in alignment with the global operations roadmap. Ensuring compliance with all controls and JP Morgan requirements, promptly escalating any risk items. Adhering to audit and compliance regulations and serving as the focal point for internal and external audits. Handling complex process-related queries and clarifications from team members as the subject matter expert. You should provide leadership, development, and communicate the vision and objectives for the department to all team members. Collaborating effectively with colleagues across the organization, valuing their skills and experience to achieve shared objectives. Managing individual performance instances and development improvement plans. Identifying process/soft skills-based training to enhance individual performances or growth plans. Developing domain expertise in the team to create subject matter experts. Providing constructive performance feedback monthly and tracking improvement areas. Assisting in the hiring process to backfill attrition or new roles. Motivating staff to meet business priorities and identifying high-potential talent with development plans. Implementing a robust Knowledge Management model including SOPs, process/policy change management, and ongoing training.,

Position: Global Solutioning Leader Senior Vice President Location: Gurgaon / Noida (Pune & Bangalore under consideration) Function: Solution Selling | Solutioning | Client Transitions | Business Development | Consulting | Project Management | General Management Seniority: Executive / SVP Level Contact: +91 9045052073 About the Role We are seeking a strategic and hands-on Global Solutioning Leader (SVP) to drive solution selling, solutioning, and seamless client transitions for our global Property & Casualty insurance business. This is a pivotal executive role that blends consultative sales leadership, complex deal architecture, and operational excellence in onboarding new clients and capabilities. You will lead a Hub-and-Spoke solutioning team , collaborate closely with Business Development, Client Partners, Delivery, and Capability Leaders, and ensure we consistently deliver innovative, competitive, and profitable solutions to clients worldwide. Key Responsibilities Solutioning & Solution Selling Lead cross-capability solution design for new and existing insurance clients (Property & Casualty, reinsurance, brokers, MGAs). Develop and manage an enterprise-wide solutioning framework – processes, tools, and templates to support every stage of the sales cycle. Collaborate with Client Partners, Business Development, and Delivery teams to create winning proposals with competitive pricing and margin optimization. Position differentiated solutions through consultative selling , highlighting our unique capabilities versus competitors. Act as the first point of contact for all solutioning opportunities, ensuring quality, brand consistency, and adherence to methodology. Client Transitions & Delivery Onboarding Oversee smooth client transitions from signed deal to delivery execution. Build strong relationships with client stakeholders, ensuring strategic goals and deliverables are met. Coordinate with corporate functions (Finance, HR, IT, Operations) and delivery teams to ensure readiness for client onboarding. Leadership & Hub-and-Spoke Model Management Lead the Solutioning Hub – solution leads, solution managers, and pricing experts. Allocate resources based on region, deal complexity, and technical requirements. Work closely with regional “spokes” to integrate local expertise into global solutioning efforts. Coach and develop high-performance solutioning and transition teams. Required Experience & Skills 20+ years in the insurance sector, with a strong focus on Property & Casualty. Proven leadership in global solutioning, solution selling, and client transitions . Deep understanding of insurance operations and processes; CPCU, CIC, or equivalent preferred. Track record of closing high-value deals and driving consulting revenue growth. Expertise in process improvement (Lean Six Sigma Black Belt preferred). Strong pricing strategy, commercial acumen, and negotiation skills. Exceptional executive communication, presentation, and stakeholder management abilities. Established global network with insurers, reinsurers, brokers, and MGAs. Willingness to travel domestically and internationally (~20%). Why Join Us This role offers a unique opportunity to: Shape global solution strategy and influence business growth. Lead high-impact engagements with top-tier global insurance clients. Work in a fast-paced, collaborative, and innovation-driven environment. Apply Now – Send your CV or reach out via +91 9045052073 for a confidential discussion.