Team Lead - Bookkeeping

Bookkeeping Team Lead JD

Designation : Team Lead

Shift Hours : Flexible, 6 hours working from office (10 : 30AM to 4 : 30PM) and remaining working hours from home

Work Location - Noida, Sector 142

Relevant Industry Experience : 7 to 12 years

Roles and Responsibilities :

Oversight of a team of Associates / Senior Associates / Associate Team Leads who perform day-to-day bookkeeping tasks for Canadian clients

Monitor work allocation to meet deadlines using Enkel s practice management system.

Review month-end financial statement package prepared by Associates / Sr. Associates for accuracy and completeness. Identify exceptions and outliers in data and provide descriptions and follow-up on issues

Ensure no slippage in deadlines / milestones for business-critical deliverables

Maintain proactive communication on delivery schedule and ensure work is done as per the allocated budget

Work closely with the Canadian team to understand specific client requirements and deliverables

Planning the work for resources as per the budget allocation and monthly delivery schedule and proactive tracking of the plan

Provide training to Associates, complete monthly performance reviews, and assist with the recruiting process as and when required

Client escalation management and ensuring team does RCA on any raised issue and prepare a learning and improvement plan

Review payroll and sales tax-related data entry for accuracy

Required Skills :

Minimum 4 years of experience in R2R (Record to Report) / End to end bookkeeping area

Worked on multi-client environment having experience in handling a team of 3-4 resources

Has experience working on North American clients

Proficiency in accounting software such as QuickBooks Online (and / or) Xero as well as efficiency tools such as Expensify and Dext

Demonstrated ability to perform processes in an organized, systematic order

Passionate about technology and comfortable learning new systems

Excellent computer skills with experience in MS Office Suite and Google Documents

Proven successful track record in meeting tight deadlines

Excellent English communication skills, both verbal and written

Experience working in a service business with both onshore and offshore teams.

Educational Qualifications

College degree in accounting (B.Com, M.Com) or MBA Finance

Perks and Benefits : Medical Insurance

Organizational funded training and certificates