We are looking for a Transition Expert with Chartered Accountant qualification who can seamlessly manage client transitions, financial processes, and onboarding. The role requires a blend of financial expertise, stakeholder management, and process transition skills to ensure smooth migration of client accounts and long-term relationship management.
Key Responsibilities :
- Lead end-to-end transition projects for new clients, ensuring timelines, deliverables, and quality standards are met.
- Manage client onboarding, including financial due diligence, documentation, and compliance checks.
- Collaborate with cross-functional teams to streamline finance and accounting processes during transition.
- Conduct detailed financial analysis, reconciliations, and reporting to support transition activities.
- Act as the key liaison between clients and internal teams to ensure smooth communication and issue resolution.
- Implement best practices for knowledge transfer, SOP creation, and process handover.
- Ensure all transitions are aligned with regulatory requirements, accounting standards, and internal policies.
- Provide insights for process improvements and efficiency in client financial management.
Key Skills & Competencies :
Strong knowledge of accounting principles, financial reporting,Proven expertise in client handling, onboarding, and relationship management.Experience in transition management / project management within finance or outsourcing setups.Excellent communication and presentation skills.Ability to manage multiple stakeholders and deadlines.Strong problem-solving and analytical mindset.Preferred Qualifications :
Chartered Accountant (CA) with 2-5 years of experience in Finance / Accounting / Client Transition.Prior experience in KPO / BPO / Outsourcing industry will be an added advantage.Knowledge of international accounting standards preferred.(ref : iimjobs.com)