Finance Team Lead

. Client Engagement & Relationship Management

• Client Collaboration:

  Act as the primary point of contact for clients, building and maintaining strong, trust-based relationships.

• Understand Client Needs:

  Assess client requirements, financial goals, and challenges, tailoring accounting solutions and services accordingly.

• Deliver Advisory Services:

  Provide guidance to clients on accounting best practices, process optimization, and regulatory compliance, specifically around US GAAP.

• Present Financial Insights:

  Use Power BI to present actionable financial insights, helping clients make informed, data-driven decisions.

Accounting & Financial Reporting

• Financial Reporting:

  Oversee the preparation of accurate and timely financial statements, ensuring adherence to US GAAP.

• General Ledger Oversight:

  Manage and oversee the reconciliation of accounts, journal entries, and month-end closing procedures.

• Audit Preparation:

  Assist in preparing for audits, ensuring that all records and processes are compliant with regulatory standards.

• Data Integrity:

  Ensure the integrity of financial data by implementing strong controls and validation processes.

System & Technology Integration (MSDBC & Power BI)

• MSDBC Utilization:

  Lead the team in using Microsoft Dynamics Business Central (MSDBC) for accounting, ERP management, and reporting. Ensure all team members are proficient in the platform.

• Automation:

  Leverage MSDBC to automate routine accounting tasks, improving efficiency and reducing manual errors.

• Power BI Dashboards:

  Design and implement custom Power BI dashboards to help clients visualize key financial metrics, KPIs, and trends.

• Data Analysis:

  Use Power BI to analyze complex financial data, identifying areas for improvement and providing strategic recommendations.

US GAAP Compliance & Reporting

• Compliance Oversight:

  Ensure all financial operations, reporting, and systems are compliant with US GAAP standards and relevant accounting regulations.

• Policy Development:

  Develop and maintain internal accounting policies and procedures that align with US GAAP, ensuring consistency across client accounts.

• Regulatory Reporting:

  Support clients in meeting all required regulatory reporting and filing deadlines

Required Skills & Qualifications:

• Accounting Expertise:

  Strong knowledge and experience in accounting principles, financial reporting, and US GAAP.

• MSDBC Proficiency:

  Extensive experience with Microsoft Dynamics Business Central (MSDBC) for accounting and financial operations.

• Power BI Skills:

  Proven ability to design and implement Power BI dashboards for financial analysis and reporting.

• Leadership Skills:

  Ability to lead, mentor, and motivate a team of accounting professionals.

• Analytical Thinking:

  Strong ability to analyze complex financial data and provide actionable insights to clients.

• Communication:

  Excellent verbal and written communication skills for interacting with clients and team members.

• Problem-Solving:

  Strong critical thinking skills to identify issues and develop effective solutions in a timely manner.

• Educational Requirements:

  Bachelor's degree in Accounting, Finance, or related field; CPA or equivalent certification preferred.