Associate-CAAS

HBK CONNECT; Gurugram District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

HBK CONNECT is seeking an Assistant Manager - CAAS to manage accounting engagements, oversee day-to-day accounting operations, and deliver timely, high-quality financial reporting in line with U.S. GAAP.

The role acts as a liaison between clients and the engagement team, driving onboarding, non-profit accounting, month-end close, and staff supervision while identifying process improvements.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA/CA/CMA or equivalent preferred.
• 1-3 years of progressive accounting experience with exposure to client service environments.
• Experience managing accounting engagements and leading teams.
• Strong knowledge of U.S. GAAP and financial reporting.
• Experience with client onboarding and transition management.
• Experience with non-profit accounting engagements preferred.
• Proficiency in accounting software such as QuickBooks, Sage Intacct, NetSuite, Xero, or similar platforms.
• Advanced Microsoft Excel skills.
• Strong reporting and HR data management capabilities.

Responsibilities

• Manage a portfolio of client accounting engagements across various industries, including non-profit organizations.
• Act as the primary point of contact for assigned clients and build trusted advisor relationships.
• Ensure timely and accurate delivery of accounting, bookkeeping, and financial reporting services.
• Participate in client meetings, review financial results, and address accounting-related inquiries.
• Identify opportunities to expand services and enhance client satisfaction.
• Lead and coordinate the end-to-end client onboarding process.
• Gather and review client documentation, accounting records, and system access requirements.
• Assess current accounting processes and identify transition risks.
• Develop onboarding plans, timelines, and workflow documentation.
• Ensure smooth migration of accounting functions and establish standard operating procedures.
• Review monthly, quarterly, and annual financial statements.
• Oversee general ledger maintenance, account reconciliations, and closing activities.
• Ensure compliance with U.S. GAAP and firm quality standards.
• Analyze financial data and provide actionable recommendations to clients.
• Support budgeting, forecasting cash flow management, and management reporting activities.
• Manage accounting engagements for non-profit organizations.
• Review fund accounting, grant accounting, donor restrictions, and program expense allocations.
• Ensure compliance with non-profit reporting requirements and applicable accounting standards.
• Assist clients with preparation of financial statements, audit schedules, and regulatory reporting.
• Supervise, mentor, and review the work of staff and senior accountants.
• Provide technical guidance, coaching, and performance feedback.
• Assist in resource planning and workload management across engagements.
• Support training initiatives and promote continuous learning within the team.

Skills

Client relationship mgmt

Project & engagement mgmt

Problem solving

Communication

Process improvement

Education

Bachelor's degree in Accounting/Finance

CPA/CA/CMA (preferred)

Tools

QuickBooks

Sage Intacct

NetSuite

Xero

Job description

The Assistant Manager - CAAS is responsible for managing accounting engagements, supporting client relationships, overseeing day-to-day accounting operations, and ensuring timely delivery of high-quality financial reporting services. The role requires strong expertise in U.S. accounting practices, client onboarding, non-profit accounting, month-end close processes, and team supervision.

The ideal candidate will serve as a key liaison between clients and the engagement team, ensuring service excellence, compliance, operational efficiency, and continuous process improvement.

Key Responsibilities

Client Service & Engagement Management

• Manage a portfolio of client accounting engagements across various industries, including non profit organizations.
• Act as the primary point of contact for assigned clients and build trusted advisor relationships.
• Ensure timely and accurate delivery of accounting, bookkeeping, and financial reporting services.
• Participate in client meetings, review financial results, and address accounting-related inquiries.
• Identify opportunities to expand services and enhance client satisfaction.

Client Onboarding

• Lead and coordinate the end-to-end client onboarding process.
• Gather and review client documentation, accounting records, and system access requirements.
• Assess current accounting processes and identify transition risks.
• Develop onboarding plans, timelines, and workflow documentation.
• Ensure smooth migration of accounting functions and establish standard operating procedures.
• Review monthly, quarterly, and annual financial statements.
• Oversee general ledger maintenance, account reconciliations, and closing activities.
• Ensure compliance with U.S. GAAP and firm quality standards.
• Analyze financial data and provide actionable recommendations to clients.
• Support budgeting, forecasting cash flow management, and management reporting activities.
• Manage accounting engagements for non-profit organizations.
• Review fund accounting, grant accounting, donor restrictions, and program expense allocations.
• Ensure compliance with non-profit reporting requirements and applicable accounting standards.
• Assist clients with preparation of financial statements, audit schedules, and regulatory reporting.
• Supervise, mentor, and review the work of staff and senior accountants.
• Provide technical guidance, coaching, and performance feedback.
• Assist in resource planning and workload management across engagements.
• Support training initiatives and promote continuous learning within the team.

Process Improvement & Compliance

• Identify opportunities for process automation and efficiency improvements.
• Develop and maintain accounting policies, procedures, and internal controls.
• Ensure adherence to firm policies, quality standards, and engagement deadlines.
• Support audit requests and client compliance requirements.

Qualifications/Education

• Bachelor's degree in Accounting, Finance, or related field.
• CPA, CA, CMA, or equivalent professional qualification preferred.
• 1-3 years of progressive accounting experience with exposure to client service environments.
• Experience managing accounting engagements and leading teams.
• Strong knowledge of U.S. GAAP and financial reporting.
• Experience with client onboarding and transition management.
• Experience supporting or managing non-profit accounting engagements preferred.
• Proficiency in accounting software such as QuickBooks, Sage Intacct, NetSuite, Xero, or similar platforms.
• Advanced Microsoft Excel skills.
• Strong reporting and HR data management capabilities.

Core Professional Competencies

Technical Skills

• General Ledger Management
• Month-End & Year-End Close
• Account Reconciliations
• Budgeting & Forecasting
• U.S. GAAP
• Client Onboarding
• Audit Support

Professional Skills

• Client Relationship Management
• Project & Engagement Management
• Problem Solving & Decision Making
• Stakeholder Management
• Communication & Presentation Skills
• Process Improvement & Automation

Success Measures

• Timely completion of assigned engagements.
• High client satisfaction and retention.
• Accuracy and quality of financial reporting.
• Successful onboarding and transition of new clients.
• Effective management of non-profit accounting engagements.
• Team development, engagement, and productivity.
• Compliance with firm quality and regulatory standards.

This role offers an excellent opportunity for an accounting professional to develop leadership capabilities while managing diverse client engagements and contributing to the growth of the CAAS practice.