Team Lead

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.