Assistant Manager / Manager – Accounting & Finance Operations

• *About the Role**

We are looking for experienced accounting and finance professionals for **Assistant Manager and Manager positions** with strong expertise in US, UK, or Canadian accounting processes, client relationship management, financial reporting, and team leadership.

The ideal candidates should have well\-rounded experience across Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), reconciliations, and Record\-to\-Report (R2R) processes. Candidates should be capable of managing client engagements, leading accounting teams, improving processes, and ensuring timely and accurate financial deliverables.

• *Key Responsibilities**

• *1\. Client Relationship Management**

• Build and maintain strong relationships with new and existing clients.
• Identify opportunities to expand existing engagements through additional services, process improvements, and increased scope of work.
• Advise clients on establishing effective accounting processes and systems, particularly in SME environments.
• Handle client escalations and resolve service\-related issues.
• Manage client expectations regarding deliverables, timelines, and agreed service levels.
• Lead client meetings and independently communicate process updates and solutions.

• *2\. Accounting Operations \& Process Management**

• Oversee end\-to\-end accounting operations, including AP, AR, GL, reconciliations, and R2R.
• Manage monthly closing, financial reporting, year\-end finalization, and variance analysis.
• Ensure accurate application of accrual accounting concepts, including prepayments, accruals, amortization, impairment, and revenue\-expense matching.
• Establish and maintain accounting controls, policies, procedures, and chart of accounts.
• Monitor financial reporting and ensure timely completion of deliverables.
• Support financial planning activities, including cash flow projections, budgeting, and financial analysis.

• *3\. Process Migration \& Implementation**

• Plan and manage accounting process transitions and migrations for new client engagements.
• Oversee migration of activities such as AP, AR, property accounting, and financial reporting.
• Gather client requirements and document existing accounting procedures.
• Develop and implement Standard Operating Procedures (SOPs), process manuals, reporting formats, and workflow documentation.
• Establish service\-level benchmarks and ensure smooth implementation of migrated processes.
• Identify opportunities for process improvement, standardization, and operational efficiency.

• *4\. Team Management \& Leadership**

• Lead, mentor, and develop accounting teams and Team Leaders.
• Allocate work, monitor productivity, and ensure optimum resource utilization.
• Ensure timely and accurate delivery of accounting and financial reporting activities.
• Guide Team Leaders in work planning, quality control, employee motivation, and performance management.
• Identify training and development opportunities for team members.
• Participate in recruitment, onboarding, performance appraisals, and team development initiatives.
• Coordinate with HR to organize training programs and improve team capabilities.

• *5\. Business Growth \& Strategic Responsibilities**

• Develop relationships with key clients and identify opportunities for revenue growth.
• Support business development through proposals, process documentation, case studies, and work estimates.
• Collaborate with senior leadership to develop new service lines and financial analysis solutions.
• Support staffing, resource planning, and budgeting for new client engagements.
• Drive operational improvements and contribute to the overall growth of accounting services.

• *Required Skills \& Qualifications**

• Bachelor's or Master's degree in Commerce (B.Com / M.Com); CA Inter preferred.
• Strong experience in US, UK, or Canadian accounting processes.
• Comprehensive knowledge of AP, AR, General Ledger, reconciliations, and Record\-to\-Report (R2R).
• Strong experience in monthly closing, year\-end finalization, financial reporting, and variance analysis.
• In\-depth understanding of accrual accounting, prepayments, accruals, amortization, impairment, and revenue recognition/matching.
• Experience managing client relationships and handling client escalations.
• Proven experience in managing accounting teams and Team Leaders.
• Strong knowledge of budgeting, cash flow projections, and financial analysis.
• Excellent analytical, problem\-solving, and organizational skills.
• Strong written and verbal communication skills, including the ability to independently lead client calls and draft professional emails.
• Excellent attention to detail and ability to manage multiple priorities.
• Advanced Microsoft Excel skills, including VLOOKUP, Pivot Tables, and Conditional Formatting.
• Proficiency in Microsoft Outlook and accounting software.

• *Preferred Accounting Software**

• *Experience with one or more of the following:**

• Yardi
• AppFolio
• QuickBooks (QB)
• MS Dynamics
• NetSuite
• Oracle
• JD Edwards

• *Additional Preferred Skills**

• Experience in accounting process migration and implementation.
• Knowledge of chart of accounts setup and financial reporting systems.
• Financial modeling, financial ratios, and projections.
• Advanced Excel skills, including Macros and VBA.
• Experience managing large accounting teams (10\+ members).

• *Position\-Specific Requirements**

• *Assistant Manager**

• Relevant experience: 10–14 years (lower experience band applicable to CA candidates).
• Total experience: 12–15 years.
• Minimum team handling experience: 3 years.
• Team size: 3–14 members.
• Typically manages 1–2 Team Leaders.
• Responsible for client engagement management, accounting delivery, process migration, and team development.

• *Manager**

• Relevant experience: 13–19 years (lower experience band applicable to CA candidates).
• Total experience: 13–23 years.
• Team handling experience: 10\+ members preferred/required.
• Team size: 10–25 members.
• Typically manages 2–5 Team Leaders and may oversee Assistant Managers.
• Responsible for larger client accounts, revenue growth, new service development, complex process migrations, budgeting, and overall operational leadership.

Pay: ₹1,300,000\.00 \- ₹2,400,000\.00 per year

Application Question(s)

• Require 10yrs \-19years of experience in US, UK, or Canadian accounting?
• Should have end\-to\-end accounting experience covering AP, AR, General Ledger, reconciliations, and Record\-to\-Report (R2R)?
• How many years of team management experience do you have?
• What is the largest team size you have directly managed?
• Do you have experience managing client relationships, handling escalations, and independently leading client calls?
• Do you have strong experience in General Ledger review, monthly closing, year\-end finalization, and financial reporting?
• Which accounting software have you worked with?

\- Yardi

\- AppFolio

\- QuickBooks

\- NetSuite

\- Oracle

\- MS Dynamics

\- JD Edwards

\- Other

• Do you have experience in accounting process migration, transition, and SOP documentation?
• Do you have advanced Microsoft Excel skills, including VLOOKUP, Pivot Tables, Conditional Formatting, and financial analysis?
• Do you hold a B.Com, M.Com, CA Inter, CA, or MBA in Finance qualification?
• Are you a qualified Chartered Accountant (CA)?

Options

\- Yes – Fully qualified CA

\- CA Final – Group 1 cleared

\- CA Final – Both groups cleared

\- CA Inter – Both groups cleared

\- CA Inter – Group 1 cleared

\- No – Not pursuing CA

Work Location: In person