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Finance Delivery Leader
Finance Delivery LeaderSuresh Nandini Associates, Chartered Accountants • Bengaluru, Republic Of India, IN
Finance Delivery Leader

Finance Delivery Leader

Suresh Nandini Associates, Chartered Accountants • Bengaluru, Republic Of India, IN
2 days ago
Job description

Role Overview

The Team Lead – Outsourced Accounting & Bookkeeping Services is responsible for managing end-to-end delivery of outsourced finance operations across multiple domestic and international clients (US / UK / Canada / India). The role involves leading delivery teams, ensuring statutory and regulatory compliance, maintaining delivery quality, managing client expectations, improving processes, and driving high-performance culture.

Key Responsibilities

1. Delivery & Operations

  • Manage a team of accountants
  • Manage delivery of outsourced accounting, bookkeeping, AR / AP, reconciliations, payroll inputs, inventory accounting, and MIS.
  • Review journals, ledgers, trial balance, P&L, balance sheet, audit schedules, and monthly packs.
  • Drive timely month-end / quarter-end / year-end closure.
  • Ensure compliance with applicable frameworks (India GAAP, US GAAP basics)
  • Support audits (statutory, internal, tax) with documentation and clarifications.

2. Compliance Support

  • Ensure timely compliance deliverables : GST returns, TDS returns, PT, PF / ESI Payroll, (India).
  • Support state / local tax filings for clients
  • Maintain compliance calendars and trackers to avoid delays and penalties.
  • Escalate non-compliance risks proactively.

    • 3. Team Leadership

  • Lead, mentor, train, and supervise a team of accountants.
  • Allocate tasks, balance workload, monitor productivity, and ensure SLA adherence.
  • Conduct training on tools, accounting standards, and internal SOPs.
  • Conduct periodic performance evaluations and improvement plans.

    • 4. Client Relationship Management

  • Act as the primary point of contact for assigned clients.
  • Hold weekly / bi-weekly review calls and status updates.
  • Gather client requirements and convert them into actionable tasks.
  • Handle escalations and ensure client satisfaction and retention.

    • 5. Process & Quality Management

  • Implement and enforce accounting SOPs, templates, and workpapers.
  • Conduct quality checks and second-level reviews to minimize rework.
  • Introduce process improvements, workflow automation, and documentation hygiene.
  • Identify and mitigate risks in delivery.

    • 6. Reporting & Documentation

  • Maintain working papers, review checklists, internal documentation, and audit trails.
  • Prepare weekly MIS on utilization, quality scorecards, and issue logs.
  • Support onboarding of new clients including tool setup, COA structuring, workflow design.

    • Required Skills & Competencies

  • Strong command of accounting principles, reconciliations, closing processes, and financial reporting.
  • Hands-on experience in outsourced delivery models (KPO / BPO / Shared Services).
  • Excellent written / verbal communication;

    • exposure to global stakeholders.

  • Leadership, conflict management, training & mentoring.
  • High discipline with data integrity and documentation.

    • Technical Skills & Tools (Preferred)

  • Cloud Accounting : QuickBooks Online, Xero, Zoho Books, NetSuite, Sage Intacct, Tally Prime.
  • Productivity : Excel / Google Sheets (Pivot Tables, VLOOKUP / XLOOKUP, automation formulas).
  • BI Exposure : Power BI / Sheets dashboards (optional but good to have).

    • Education & Experience

  • B.Com / M.Com / BBA / MBA (Finance) or equivalent.
  • CA Inter / ACCA / CMA (Preferred).
  • 5–8 years total experience, with at least 2–3 years supervising delivery teams.
  • Prior outsourced finance / shared services experience strongly preferred.

    • Key Performance Indicators (KPIs)

  • Delivery accuracy & timeliness of monthly / quarterly deliverables.
  • Ensuring timely compliance support and statutory adherence (Payroll, GST / TDS / PF / ESI / ROC, sales tax / state filings for international clients, etc.).
  • SLA adherence & turnaround time commitment adherence.
  • Client satisfaction, retention, and feedback scores.
  • Reduction in review-level errors and audit points.
  • Month-end close cycle quality and completeness of working papers.
  • Compliance calendar adherence and proactive escalation of due dates.
  • Team productivity, utilization, quality scores & retention.
  • Audit preparedness and elimination of documentation gaps.

    • Soft Skills

  • Empathetic leadership and people handling.
  • Multi-tasking and prioritization ability under deadline pressure.
  • Analytical thinking and structured problem solving.
  • Cultural flexibility for global client communication.
  • Continuous learning and process improvement mindset.
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    Finance Leader • Bengaluru, Republic Of India, IN

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