Manager - Finance & Accounts

Must be a CA. CS /LLB is added benefit

Preferred candidates from consulting background.

Operations - 30%

- Handle a portfolio of 15 clients

- Lead the set-up of accounting and finance function of new clients.

- Monitor health of compliances and deliverables by conducting periodic reviews. Spot and resolve the gaps.

- Liaise with experts and clients for key issues.

- Monitor query tracker and timely closure of open tasks / queries.

- Monitor updation of management trackers

- Periodic Financial Analysis

- Monitor funds position (Short term & Long term)

- Review financial statements.

- Monitor progress of end to end finalization process. Intervene as required to ensure there are no lags. Resolve inter-team issues if any.

Client Service - 20%

- Ensure a strong Client Relationship by connecting regularly. For local clients 1 visit per month and for Outstation - 1 visit per year and monthly review call.

- Resolve client complaints and issues timely, spot and resolve root cause.

- Provide at least 2 trainings to each client every year and ensure that clients are always updated with recent changes in laws.

- Understand the business/ sector/ industry of all clients well.

People Development - 25%

- Handle a team size of 10

- Monthly Appraisal of direct reportees and interview with skip level

- Team planning, monitoring, roadmaps / growth

- Team development, motivation and retention

- Conducting at least 6 need based trainings

- Organize at least 1 non-review team meeting per month

- Conducting at least 2 soft skill trainings

- Prepare and present at least 6 Technical Articles

- Attend a few business events in a year - minimum 2.

- Effect change management as per plans

- Ensure Zero Operational Conflict / Escalations within the team

- Ensure that the team adheres to firm value, policies and code of conduct.

- Recruitment of employees

Business Initiatives - 25%

- Optimize time involvement in each client, with effective delegation in order to optimize resource recovery.

- Identify Process Improvement areas and ensure that core firm processes are improved, SOPs designed and implemented.

- Review Time Budgets and identify improvement areas

- Identify new opportunities (Mining) - At least 2 per client per year.

- Ensure at least 3 cross-referrals per year