ASSISTANT ACCOUNT MANAGER Job Title - Assistant Account Manager, only from R2R, GL background. Location: Pune (India) Reports to- Account Manager Shift: Primarily Evening shift or Flexible. Experience: 10 to 12 years Job Type: Full-time The Assistant Account Manager will support the Account Manager in client management, financial analysis, and reporting while ensuring operational excellence, team development, and process adherence. This role requires a strong background in Record-to-Report (R2R) and General Ledger (GL). A key responsibility is managing work assignments, balancing team workload based on individual capacity and skill levels, and optimizing productivity. The AAM will drive the team to meet deadlines and provide high-quality client deliverables, while effectively managing resources and fostering skill development. Key Responsibilities: Client Management: Serve as a reliable and consistent point of contact for client inquiries, handling all communications (email, calls, Slack, etc.) effectively and proactively addressing queries to support the Account Manager. Prepare for client meetings, including organizing agendas, taking meeting minutes, and summarizing client meetings with action items and next steps. Strong written and verbal English communication skills, including clarity in written tone, making emails simple and easy to read. Independently manage selected clients, ensuring timely and accurate delivery of services. Support strong client satisfaction through accurate and timely work delivery. Be prepared to field any client-related questions, proactively resolving issues to free up the Account Manager's time. Know Your Customer: Research clients thoroughly by exploring their financials or websites - understanding their vision, mission and core values and identifying their key priorities and pain points. Ensure this understanding is incorporated into client interactions and deliverables, aligning services with their goals to provide tailored and impactful solutions. Ensure that you are proactively anticipating client needs based on their business focus and play a key role in enhancing satisfaction and trust. Financial Analysis and Reporting: Conduct detailed financial analysis and review financial statements for clients, identifying trends or issues. Execute the month end close process, ensuring accurate and timely completion of reconciliations, journal entries, and financial reporting. Develop financial plans, forecasts, and budgets for clients in collaboration with the Account Manager. Ensure compliance with accounting standards, such as GAAP, and help clients stay updated on relevant regulations. Manage and support the 1099 tax process and other tax-related services. Audit Support: Coordinate audit activities, including preparing schedules, gathering documentation, and liaising with auditors to ensure a smooth audit process. Perform a final review of all audit schedules and financial support documents prior to client or auditor review. Team Management and Development: Monitor the time tracking of team members working on managed client engagements, checking their time logs at regular intervals throughout the day to ensure accuracy and proper allocation. Ensure client work is completed within the budgeted time. Conduct comprehensive workload analysis and planning, assigning deadlines for all tasks delegated within the team to provide ample review time prior to client due dates. Guide and mentor junior staff, providing training and helping them develop skills in accounting and client management. Foster team development by giving feedback on communication skills, transparency, ownership, effort, quality, and mindset during performance reviews and as needed. Identify high-potential team members and create development plans to prepare them for advanced responsibilities. Encourage cross-training among team members to ensure versatility and reduce dependency on specific individuals as well as create flexibility within the team to share workload effectively. Provide clear expectations and constructive feedback to team members on an ongoing basis. This may occur immediately after client interactions, during regular one-on-one meetings, or as situations warrant. Document outcomes of these feedback sessions. Operational Excellence: Conduct research to resolve internal queries. Proactively update the Account Manager on project status. Encourage team members to identify and come up with process improvements ideas and support in implementing the best practices for improvement in quality, customer satisfaction or efficiency of the process. Maintain process documentation to reflect changes and improve team effectiveness. Take ownership of personal and team performance, ensuring accountability and results. Process Standardization: Work with the team to identify opportunities to standardize processes and workflows, ensuring consistency and efficiency across all client engagements. Supporting Team Documentation Make sure the team follows all required processes, including: Completing month-end trackers Using Canopy for project management Maintaining Service Improvement Tracker, Client Relationship Tracker Keeping client-specific documents up-to-date Attention to Management initiatives such as OKRs Check and approve step-by-step guides (SOPs) for all client work. Use existing how-to guides and resources to help the team work better. Look for ways to improve how we do accounting for clients, focusing on making things faster and more accurate. Collaboration and Teamwork: Foster collaboration and teamwork within and across teams (e.g., tax specialists, auditors). Work closely with the Account Manager to ensure seamless service delivery to clients. Promote a positive and motivated work environment where every team member is valued. Foster Sutro Li company values such as transparency, collaboration, generosity, and self-discipline. Qualifications Minimum Bachelor's degree in accounting or related field, MBA or CA inter preferred Proficient in Microsoft Excel and other accounting software. The successful candidate will have a strong background in GL accounting and experience working with US GAAP. AP background not required. Thorough understanding of nonprofit accounting principles added advantage. Ability to apply accounting principles and solutions to meet unique client needs and clearly articulate proposed solutions to client's problems. Ready to work in evening shift (5:30PM to 2:30AM IST) or any other shift that business requires. Willingness to work from office or home or in hybrid model as per the requirements. Self-starter, work with minimum guidance, ability and willingness to go extra mile to meet business requirements
ASSISTANT ACCOUNT MANAGER Job Title - Assistant Account Manager, only from R2R, GL background. Location: Pune (India) Reports to- Account Manager Shift: Primarily Evening shift or Flexible. Experience: 10 to 12 years Job Type: Full-time The Assistant Account Manager will support the Account Manager in client management, financial analysis, and reporting while ensuring operational excellence, team development, and process adherence. This role requires a strong background in Record-to-Report (R2R) and General Ledger (GL). A key responsibility is managing work assignments, balancing team workload based on individual capacity and skill levels, and optimizing productivity. The AAM will drive the team to meet deadlines and provide high-quality client deliverables, while effectively managing resources and fostering skill development. Key Responsibilities: Client Management: Serve as a reliable and consistent point of contact for client inquiries, handling all communications (email, calls, Slack, etc.) effectively and proactively addressing queries to support the Account Manager. Prepare for client meetings, including organizing agendas, taking meeting minutes, and summarizing client meetings with action items and next steps. Strong written and verbal English communication skills, including clarity in written tone, making emails simple and easy to read. Independently manage selected clients, ensuring timely and accurate delivery of services. Support strong client satisfaction through accurate and timely work delivery. Be prepared to field any client-related questions, proactively resolving issues to free up the Account Manager's time. Know Your Customer: Research clients thoroughly by exploring their financials or websites - understanding their vision, mission and core values and identifying their key priorities and pain points. Ensure this understanding is incorporated into client interactions and deliverables, aligning services with their goals to provide tailored and impactful solutions. Ensure that you are proactively anticipating client needs based on their business focus and play a key role in enhancing satisfaction and trust. Financial Analysis and Reporting: Conduct detailed financial analysis and review financial statements for clients, identifying trends or issues. Execute the month end close process, ensuring accurate and timely completion of reconciliations, journal entries, and financial reporting. Develop financial plans, forecasts, and budgets for clients in collaboration with the Account Manager. Ensure compliance with accounting standards, such as GAAP, and help clients stay updated on relevant regulations. Manage and support the 1099 tax process and other tax-related services. Audit Support: Coordinate audit activities, including preparing schedules, gathering documentation, and liaising with auditors to ensure a smooth audit process. Perform a final review of all audit schedules and financial support documents prior to client or auditor review. Team Management and Development: Monitor the time tracking of team members working on managed client engagements, checking their time logs at regular intervals throughout the day to ensure accuracy and proper allocation. Ensure client work is completed within the budgeted time. Conduct comprehensive workload analysis and planning, assigning deadlines for all tasks delegated within the team to provide ample review time prior to client due dates. Guide and mentor junior staff, providing training and helping them develop skills in accounting and client management. Foster team development by giving feedback on communication skills, transparency, ownership, effort, quality, and mindset during performance reviews and as needed. Identify high-potential team members and create development plans to prepare them for advanced responsibilities. Encourage cross-training among team members to ensure versatility and reduce dependency on specific individuals as well as create flexibility within the team to share workload effectively. Provide clear expectations and constructive feedback to team members on an ongoing basis. This may occur immediately after client interactions, during regular one-on-one meetings, or as situations warrant. Document outcomes of these feedback sessions. Operational Excellence: Conduct research to resolve internal queries. Proactively update the Account Manager on project status. Encourage team members to identify and come up with process improvements ideas and support in implementing the best practices for improvement in quality, customer satisfaction or efficiency of the process. Maintain process documentation to reflect changes and improve team effectiveness. Take ownership of personal and team performance, ensuring accountability and results. Process Standardization: Work with the team to identify opportunities to standardize processes and workflows, ensuring consistency and efficiency across all client engagements. Supporting Team Documentation Make sure the team follows all required processes, including: Completing month-end trackers Using Canopy for project management Maintaining Service Improvement Tracker, Client Relationship Tracker Keeping client-specific documents up-to-date Attention to Management initiatives such as OKRs Check and approve step-by-step guides (SOPs) for all client work. Use existing how-to guides and resources to help the team work better. Look for ways to improve how we do accounting for clients, focusing on making things faster and more accurate. Collaboration and Teamwork: Foster collaboration and teamwork within and across teams (e.g., tax specialists, auditors). Work closely with the Account Manager to ensure seamless service delivery to clients. Promote a positive and motivated work environment where every team member is valued. Foster Sutro Li company values such as transparency, collaboration, generosity, and self-discipline. Qualifications Minimum Bachelor's degree in accounting or related field, MBA or CA inter preferred Proficient in Microsoft Excel and other accounting software. The successful candidate will have a strong background in GL accounting and experience working with US GAAP. AP background not required. Thorough understanding of nonprofit accounting principles added advantage. Ability to apply accounting principles and solutions to meet unique client needs and clearly articulate proposed solutions to client's problems. Ready to work in evening shift (5:30PM to 2:30AM IST) or any other shift that business requires. Willingness to work from office or home or in hybrid model as per the requirements. Self-starter, work with minimum guidance, ability and willingness to go extra mile to meet business requirements
Job Title: Accounting Operations Manager (R2R and GL Expertise) Location: Pune, India Experience: 10–15 years Shift: Evening or Flexible Job Type: Full-Time Key Skills - USGAAP, US Accounting, Non Profit accounting experience, Record to report and GL experience. Key Responsibilities Financial Analysis and Reporting Oversee the preparation of financial reports, ensuring accuracy, consistency, and compliance with standards like GAAP. Conduct detailed financial analysis, including revenue projections, expense monitoring, and cost variance analysis. Assist clients with budget preparation and provide actionable insights through financial planning and forecasting. Identify cost-saving opportunities and recommend strategies to improve financial performance. Audit Support and Compliance Coordinate and support audit activities, including preparing schedules, gathering documentation, and liaising with auditors. Address audit-related inquiries to ensure a seamless audit process. Ensure compliance with tax-related services, including 1099 processes and other regulatory requirements. Operational Excellence and Process Improvements Monitor and improve adherence to company processes, including compliance logs, task trackers, and project documentation. Identify risks early and propose mitigation strategies to ensure seamless project delivery. Recommend and implement tools, technologies, and methodologies to enhance productivity and service quality. Drive team-led process improvement initiatives in alignment with organizational goals. Team Leadership and Management Lead, mentor, and supervise a larger team to ensure optimal performance and productivity. Delegate responsibilities effectively, monitor workloads, and ensure timely delivery of tasks. Conduct regular one-on-one meetings, performance reviews, and training sessions for skill enhancement. Address escalations promptly, ensuring professional and effective resolution. Promote a culture of accountability, collaboration, and continuous improvement within the team. Client Management Develop an in-depth understanding of client businesses, key personnel, requirements, and challenges. Serve as the primary point of contact for client inquiries, ensuring prompt and effective communication. Manage 5-6 clients independently, ensuring satisfaction through timely and accurate service delivery. Build strong relationships with key stakeholders, addressing high-level client concerns with diplomacy and professionalism. Project Management Define project scope, goals, and deliverables in collaboration with senior management. Create and manage comprehensive project plans, including timelines, resource allocation, and required skill sets. Ensure projects are executed within specified timelines and budget constraints, addressing risks proactively. Standardize and enhance operational procedures to improve efficiency and minimize errors. Collaboration and Cross-Functional Teamwork Act as the liaison between senior management and the team, ensuring alignment on goals and expectations. Work closely with cross-functional teams, including tax and audit specialists, to ensure comprehensive service delivery. Foster a team-first mindset by encouraging collaboration, innovation, and open communication. Performance Metrics and Accountability Set performance standards for the team and track progress against defined OKRs Address underperformance proactively through structured action plans and development initiatives. Take ownership of team outcomes, ensuring adherence to deadlines, quality benchmarks, and client satisfaction. Strategic Initiatives and Leadership Development Partner with senior leadership to align team goals with the organization’s strategic objectives. Support organizational growth by identifying and nurturing future leaders within the team. Represent the organization in client meetings and strategic discussions, advocating for the team’s accomplishments and challenges. Process Adherence Ensure accurate and timely updating of all logs and trackers. Review and approve Standard Operating Procedures (SOPs) for all clients Utilize available knowledge documentation to improve team effectiveness and efficiency.
Job Title: Accounting Operations Manager (R2R and GL Expertise) Location: Pune, India Experience: 10–15 years Shift: Evening or Flexible Job Type: Full-Time Key Skills - USGAAP, US Accounting, Non Profit accounting experience, Record to report and GL experience. The Accounting Operations Manager will oversee multiple client portfolios, ensuring exceptional service delivery while driving operational excellence and team development. This role demands strong leadership, strategic thinking, and expertise in Record-to-Report (R2R), General Ledger (GL), and financial analysis. A key responsibility is leading a larger team, managing workloads effectively, and optimizing resource allocation to meet deadlines and exceed client expectations . The Accounting Operations Manager will foster a culture of accountability, collaboration, and continuous improvement, while proactively identifying opportunities for process enhancement and aligning team goals with organizational objectives. Key Responsibilities Financial Analysis and Reporting Oversee the preparation of financial reports, ensuring accuracy, consistency, and compliance with standards like GAAP. Conduct detailed financial analysis, including revenue projections, expense monitoring, and cost variance analysis. Assist clients with budget preparation and provide actionable insights through financial planning and forecasting. Identify cost-saving opportunities and recommend strategies to improve financial performance. Audit Support and Compliance Coordinate and support audit activities, including preparing schedules, gathering documentation, and liaising with auditors. Address audit-related inquiries to ensure a seamless audit process. Ensure compliance with tax-related services, including 1099 processes and other regulatory requirements. Operational Excellence and Process Improvements Monitor and improve adherence to company processes, including compliance logs, task trackers, and project documentation. Identify risks early and propose mitigation strategies to ensure seamless project delivery. Recommend and implement tools, technologies, and methodologies to enhance productivity and service quality. Drive team-led process improvement initiatives in alignment with organizational goals. Team Leadership and Management Lead, mentor, and supervise a larger team to ensure optimal performance and productivity. Delegate responsibilities effectively, monitor workloads, and ensure timely delivery of tasks. Conduct regular one-on-one meetings, performance reviews, and training sessions for skill enhancement. Address escalations promptly, ensuring professional and effective resolution. Promote a culture of accountability, collaboration, and continuous improvement within the team. Client Management Develop an in-depth understanding of client businesses, key personnel, requirements, and challenges. Serve as the primary point of contact for client inquiries, ensuring prompt and effective communication. Manage 5-6 clients independently, ensuring satisfaction through timely and accurate service delivery. Build strong relationships with key stakeholders, addressing high-level client concerns with diplomacy and professionalism. Project Management Define project scope, goals, and deliverables in collaboration with senior management. Create and manage comprehensive project plans, including timelines, resource allocation, and required skill sets. Ensure projects are executed within specified timelines and budget constraints, addressing risks proactively. Standardize and enhance operational procedures to improve efficiency and minimize errors. Collaboration and Cross-Functional Teamwork Act as the liaison between senior management and the team, ensuring alignment on goals and expectations. Work closely with cross-functional teams, including tax and audit specialists, to ensure comprehensive service delivery. Foster a team-first mindset by encouraging collaboration, innovation, and open communication. Performance Metrics and Accountability Set performance standards for the team and track progress against defined OKRs Address underperformance proactively through structured action plans and development initiatives. Take ownership of team outcomes, ensuring adherence to deadlines, quality benchmarks, and client satisfaction. Strategic Initiatives and Leadership Development Partner with senior leadership to align team goals with the organization’s strategic objectives. Support organizational growth by identifying and nurturing future leaders within the team. Represent the organization in client meetings and strategic discussions, advocating for the team’s accomplishments and challenges. Process Adherence Ensure accurate and timely updating of all logs and trackers. Review and approve Standard Operating Procedures (SOPs) for all clients Utilize available knowledge documentation to improve team effectiveness and efficiency.
Job Title: Accounting Operations Manager (R2R and GL Expertise) Location: Pune, India Experience: 1015 years Shift: Evening or Flexible Job Type: Full-Time Key Skills - USGAAP, US Accounting, Non Profit accounting experience, Record to report and GL experience. Key Responsibilities Financial Analysis and Reporting Oversee the preparation of financial reports, ensuring accuracy, consistency, and compliance with standards like GAAP. Conduct detailed financial analysis, including revenue projections, expense monitoring, and cost variance analysis. Assist clients with budget preparation and provide actionable insights through financial planning and forecasting. Identify cost-saving opportunities and recommend strategies to improve financial performance. Audit Support and Compliance Coordinate and support audit activities, including preparing schedules, gathering documentation, and liaising with auditors. Address audit-related inquiries to ensure a seamless audit process. Ensure compliance with tax-related services, including 1099 processes and other regulatory requirements. Operational Excellence and Process Improvements Monitor and improve adherence to company processes, including compliance logs, task trackers, and project documentation. Identify risks early and propose mitigation strategies to ensure seamless project delivery. Recommend and implement tools, technologies, and methodologies to enhance productivity and service quality. Drive team-led process improvement initiatives in alignment with organizational goals. Team Leadership and Management Lead, mentor, and supervise a larger team to ensure optimal performance and productivity. Delegate responsibilities effectively, monitor workloads, and ensure timely delivery of tasks. Conduct regular one-on-one meetings, performance reviews, and training sessions for skill enhancement. Address escalations promptly, ensuring professional and effective resolution. Promote a culture of accountability, collaboration, and continuous improvement within the team. Client Management Develop an in-depth understanding of client businesses, key personnel, requirements, and challenges. Serve as the primary point of contact for client inquiries, ensuring prompt and effective communication. Manage 5-6 clients independently, ensuring satisfaction through timely and accurate service delivery. Build strong relationships with key stakeholders, addressing high-level client concerns with diplomacy and professionalism. Project Management Define project scope, goals, and deliverables in collaboration with senior management. Create and manage comprehensive project plans, including timelines, resource allocation, and required skill sets. Ensure projects are executed within specified timelines and budget constraints, addressing risks proactively. Standardize and enhance operational procedures to improve efficiency and minimize errors. Collaboration and Cross-Functional Teamwork Act as the liaison between senior management and the team, ensuring alignment on goals and expectations. Work closely with cross-functional teams, including tax and audit specialists, to ensure comprehensive service delivery. Foster a team-first mindset by encouraging collaboration, innovation, and open communication. Performance Metrics and Accountability Set performance standards for the team and track progress against defined OKRs Address underperformance proactively through structured action plans and development initiatives. Take ownership of team outcomes, ensuring adherence to deadlines, quality benchmarks, and client satisfaction. Strategic Initiatives and Leadership Development Partner with senior leadership to align team goals with the organization's strategic objectives. Support organizational growth by identifying and nurturing future leaders within the team. Represent the organization in client meetings and strategic discussions, advocating for the team's accomplishments and challenges. Process Adherence Ensure accurate and timely updating of all logs and trackers. Review and approve Standard Operating Procedures (SOPs) for all clients Utilize available knowledge documentation to improve team effectiveness and efficiency.