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Chartered Accountant

Chartered Accountant

OHI AccountingDelhi, India
30+ days ago
Job description

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)

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