Director-F&A

Details:

Position Title

Director

Location

Gurgaon/Mumbai

Department

Managed Services

Experience

10+ years post Qualification experience

Qualification

CA

Roles & Responsibilities:

1. Provide leadership to large team with overall responsibility for client service delivery
2. Prior experience in outsourcing sector in share service, industry preferred
3. Effectively liaise with internal stakeholders – Operations team, IT, HR etc. and client stakeholders for timely completion of activities
4. Engage with client stakeholders and operations team in identifying and implementing process, automation initiatives, effectively monitor transition activities etc. to drive overall efficiency
5. Effectively handle client escalations & drive performance improvement
6. Ability to upsell and cross sell other services and solutions to existing relationships and work with a annual revenue target.
7. Drive process led delivery in terms of updated process manual, documentation etc.
8. Review SLA workings with Operations team members as per agreed methodology and drive necessary improvements by effectively engaging with concerned stakeholders
9. Monitor adherence to compliance related activities, lead engagement with auditors, as necessary, to provide necessary information, clarification etc.
10. Responsibility for preparation of presentations to client senior management for performance review by providing data analysis and detailed commentary
11. Provide support to internal stakeholders in business development initiatives e.g., preparation of citation, providing key data points, process overview and any ad hoc deliverables as required
12. Engage with operations team in people development initiatives e.g., nominations for Rewards & Recognition, quarterly rating of employees, in-house employee training programs, appraisal and performance review discussions
13. Responsible for hiring of key resources; proactively identify and select candidates for open positions to expedite hiring activity
14. Responsible for preparation of client billing workings, check correctness of invoices and drive collections
15. Provide support for FTE pricing and preparation of any ad hoc reports as required by management
16. SAP knowledge preferrable
17. Sound knowledge of MS office tools
18. Good inter-personal and communication skills

Key Responsibilities

1. Business development & Proposals

• Search, explore clientele and has ability to convert then into potential clients.
• Calculate team costs to prepare accurate fee quotes.
• Draft, review, and finalize client proposals with attention to detail.
• Follow up with clients to ensure timely feedback and acceptance of proposals.

2. Client Engagement and Pitching

• Attend client meetings to understand their needs and represent the organization professionally.
• Pitch Business Development Organization (BDO) solutions tailored to client requirements.
• Coordinate with relevant partners and internal teams to develop comprehensive solutions for clients.
• Management of the client requirements - a must

3. Conflict of Interest (COI) Management

• Collaborate with Sales teams to identify and raise Conflicts of Interest (COIs).
• Coordinate with Ethics teams to obtain COI clearances.
• Respond promptly to COI-related queries until clearance is achieved.

4. Team Building and Recruitment

• Prepare and distribute Job Descriptions (JDs) to internal HR and Business Support Operations (BSO) teams.
• Screen candidate CVs to shortlist qualified applicants.
• Organize and facilitate team interviews, including coordination with clients for candidate interviews.
• Negotiate salaries to align with organizational budgets and candidate expectations.

5. Engagement Letter (EL) Management

• Draft and finalize Engagement Letters (ELs) in coordination with relevant stakeholders.
• Ensure ELs comply with legal requirements and obtain necessary clearances.
• Follow up on EL execution until fully completed.

6. Billing and Collections

• Manage billing processes in accordance with EL terms.
• Coordinate with the Finance team to ensure accurate and timely invoicing.
• Follow up with clients on outstanding payments and collections.
• Prepare and submit Collection Management Information System (MIS) reports to central teams.
• Maintain and report the billing order book to central teams.

7. HR and Administrative Support

• Assist teams with timesheet submissions, IT asset management, IT login issues, and Operational Expenditure (OPE) queries.
• Manage team appraisals, ensuring fair and timely evaluations.
• Address team members’ salary and HR-related concerns promptly and professionally.

8. Management Information Systems (MIS) and Miscellaneous

• Support management with MIS reporting as required.
• Assist clients in mapping their processes to identify automation opportunities.
• Provide ongoing support to deputed personnel, resolving client- or work-related queries.

Qualifications and Skills

• Education : Chartered Accountant with 10+ years of work experience. Industry exposure a must.
• Experience : 10+ years of experience in project delivery , business development, client coordination, Experience in a consulting or professional services environment is preferred.
• Technical Skills :
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) for proposal drafting, cost calculations, and MIS reporting.
• Knowledge of IT products required for the industry a must.

Soft Skills :

• Excellent communication and interpersonal skills for client interactions and team coordination.
• Strong organizational and multitasking abilities to manage multiple priorities.
• Negotiation skills for salary discussions and client engagements.
• Problem-solving mindset to address client and team queries effectively.

Other Requirements :

• Ability to work in a fast-paced environment and meet tight deadlines.
• High attention to detail, especially in legal and financial documentation.
• Team player with a proactive and client-focused approach.

Work Environment

• Full-time role with travel for client meetings.
• Collaborative work culture with regular interaction with cross-functional teams and clients.
• Full time 5 days a week office-based work arrangement

Competencies:

Analytical Thinking

Collaboration

Strategic Thinking

Creative Problem Solving & Decision Making

Interpersonal Relationship & Respect

Innovation