Associate Director / Director - Managed Services - Mumbai

BDO India; Mumbai; Sur place; INR 4 000 000 - 6 000 000; Plein temps

Résumé du poste

BDO India is seeking a Director/Associate Director to lead the Managed Services department in Mumbai. The role requires CA with 8+ years post-qualification experience and strong expertise in financial statements, Ind AS, GST, TDS, and audits.

You will guide a large team, coordinate with operations, IT, HR and client stakeholders, and drive process improvements and client engagements. Key duties include business development, proposal management, budgeting, billing, and ensuring SLA compliance.

Qualifications

• Chartered Accountant with 10+ years of work experience.
• Experience in project delivery, business development, client coordination; consulting/professional services background preferred.
• Proficiency with MS Office Suite and knowledge of IT products is required.

Responsabilités

• Provide leadership to a large team with overall responsibility for client service delivery.
• Liaise with internal stakeholders and client senior management for timely completion of activities.
• Drive process improvements, automation initiatives and transition activities to boost efficiency.
• Handle client escalations and drive performance improvements.
• Upsell and cross-sell services to existing relationships; manage revenue targets.
• Drive delivery with updated process manuals and documentation; monitor SLA adherence.
• Prepare client billing, pricing support, and ad hoc management reports.

Connaissances

Communication skills

Interpersonal skills

Formation

CA

Outils

SAP

MS Office

Description du poste

BDO is a global network of professional services firms with a presence in over 166 countries, revenue of over USD 14 billion, and experience of over 60 years. Its a leading service provider for the mid-markets with client service at its heart.

BDO India Services Private Limited (or BDO India) is the India member firm of BDO International. BDO India offers strategic, operational, accounting and tax, and regulatory advisory & assistance for both domestic and international organizations across a range of industries. BDO India is led by more than 300+ Partners & Directors with a team of over 10,000 professionals operating across 14 cities and 20 offices. We expect to grow sizably in the coming 3-5 years, adding various dimensions to our business and multiplying and increasing the current team size multi-fold.

Details:

Position Title: Director / Associate Director

Department: Managed Services

Experience: 8+ years post Qualification experience

Qualification: CA

Summary: Need candidates with exp in Financial statements, reporting, Ind AS, TDS, GST, audit experience.

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: o 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:

o Excellent communication and interpersonal skills for client interactions and team coordination. Strong organizational and multitasking abilities to manage multiple priorities.

o Negotiation skills for salary discussions and client engagements.

o Problem-solving mindset to address client and team queries effectively. Other Requirements: o Ability to work in a fast-paced environment and meet tight deadlines.

o High attention to detail, especially in legal and financial documentation.

o Team player with a proactive and client-focused approach.

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