Process Lead, Finance/Accounting

Job Description

Support the team as a player/coach in completing a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Assist the Manager of the team in addressing client/advisor questions and requests for information related to billing for Fee Based plans, fee schedules, eligible/participant report counts and other plan related issues Lead monthly audits of all asset and non-asset-based invoices for accuracy and completeness and prepare reports for review with the team/manager Support the team with complex issue and handle all escalated issues Perform other duties and special projects as assigned by management. Assist the leader of the team with developing and executing procedures to scale the teams work as the team grows Identify the issues/problems related to processes and work to implement improvements where possible and appropriate in timing Preparing a monthly business report on processes performance against metrics Candidate description: Candidates for this role can demonstrate an understanding of financial services industry, while focusing on protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients Education and experience: Graduate / Postgraduate in Finance/Commerce ,Accounting background MBA Finance Minimum 4 years in finance-related field Account Payable (AP) and Account Receivable (AP) experience Skill Requirement: Good communication skills Good Problem solving and analytical skills Basic MS Office knowledge and good working knowledge of Excel Must be able to adapt the assignments quickly Flexibility in work culture (Example - She/he should be flexible in Day/Night shift based on business requirement) Behavioral Attributes: Work independently and in a team environment Organizational and time management skills Ability to work in a deadline-oriented environment