Director , Client Onboarding & Transformation

Role & responsibilities

• Lead the transition of U.S. accounting processes from client stakeholders to offshore teams.
• Conduct detailed process mapping, documentation, and gap analysis.
• Collaborate with client-side SMEs to ensure accurate and complete knowledge transfer.
• Define resource requirements and hire/setup offshore teams aligned with client needs.
• Establish infrastructure, tools, and access required for operational delivery.
• Finalize SOPs, SLAs, and compliance protocols in coordination with client and internal teams.
• Design and deliver training programs for offshore teams on client-specific accounting processes, tools, and compliance standards.
• Implement certification and evaluation mechanisms to ensure readiness.
• Oversee initial operations during the hypercare phase to ensure service quality and issue resolution.
• Monitor KPIs and client feedback to drive continuous improvement.
• Act as the primary escalation point during the stabilization period.
• Plan and execute a seamless handover to the permanent operations team.
• Ensure documentation, performance metrics, and knowledge repositories are complete and accessible.
• Conduct post-transition reviews and lessons learned sessions.
• Upon successful transition, initiate setup for the next client engagement.
• Contribute to building a scalable and repeatable transition framework for future clients.
• Post handover, do periodic quality checks, CSAT administration and provide any adhoc support needed by the operations team

Preferred candidate profile

• Bachelors or Masters degree in Accounting, Finance, or Business Administration. CPA or CA preferred.
• 15+ years of experience in finance operations, client onboarding, or shared services setup.
• Proven experience in transitioning U.S. accounting processes to offshore teams.
• Strong understanding of U.S. GAAP, financial reporting, and compliance requirements.
• Excellent stakeholder management and communication skills.
• Experience in leading cross-functional and multicultural teams.
• Proficiency in ERP systems (e.g., Oracle, SAP, NetSuite) and collaboration
• PMP or Six Sigma certification.
• Experience in a BPO or consulting environment.
• Ability to travel internationally as needed.
• Strong analytical and problem-solving skills.
• Change management and process improvement mindset.