Team Lead - Accounting Advisor

DropXcell; Kerala; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

DropXcell in Kerala, India seeks an experienced Team Lead to guide a finance team of Account Advisors, driving client service excellence and overseeing daily financial operations including bookkeeping and payroll.

You will develop client relationships, review financial statements, provide strategic insights, and collaborate with senior management on growth initiatives while ensuring compliance and accuracy in a fast-paced environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; advanced degree or professional certification preferred.
• Proven leadership experience in finance, with strong client management and financial operations background.
• Proficiency in accounting software such as Xero, QuickBooks, or Zoho; advanced Excel skills are a plus.
• In-depth knowledge of accounting principles, financial reporting, and tax regulations.
• Excellent leadership, communication, and interpersonal skills.
• Strong analytical abilities and attention to detail, proactive problem solving.
• Ability to manage multiple priorities, delegate effectively, and drive results in a fast-paced environment.

Responsibilities

• Lead and mentor a team of Account Advisors to ensure high performance and client satisfaction.
• Develop and maintain strong client relationships, understanding their financial needs and goals.
• Act as primary contact for key clients, addressing inquiries and resolving issues promptly.
• Oversee day-to-day financial operations including bookkeeping, payroll, and tax compliance.
• Prepare and review financial statements ensuring accuracy and regulatory compliance.
• Conduct financial analysis and provide strategic insights to support decision making.
• Manage accounts payable and receivable, ensuring timely payments and collections.
• Stay updated on industry trends and financial software to enhance efficiency.
• Collaborate with senior management to implement strategic initiatives for growth.

Skills

Team leadership

Client management

Financial operations

Excel

Xero

QuickBooks

Zoho Books

Financial reporting

Tax regulations

Communication skills

Analytical thinking

Education

Bachelor's in Accounting/Finance

CA/ACCA/CMA preferred

Tools

Xero

QuickBooks

Zoho Books

Excel

Job description

We are seeking a skilled and experienced Team Lead to join our finance team. The ideal candidate will lead a team of Account Advisor, ensuring exceptional client service and operational excellence in financial management. This role requires a strategic thinker with strong leadership skills and a proven track record in managing client relationships and financial operations.

Key Responsibilities:

• Lead and mentor a team of Account Advisors, providing guidance and support to ensure high performance and client satisfaction.
• Develop and maintain strong client relationships, understanding their financial needs and goals.
• Act as the primary point of contact for key clients, addressing inquiries, resolving issues promptly, and ensuring exceptional service delivery.
• Coordinate and oversee day-to-day financial operations, including bookkeeping, payroll, and tax compliance, to maintain accuracy and efficiency.
• Prepare and review financial statements (balance sheets, income statements, cash flow statements), ensuring accuracy and compliance with regulatory requirements.
• Conduct financial analysis and provide strategic insights to support decision‑making and optimize client financial strategies.
• Manage accounts payable and receivable processes, ensuring timely payments and collections.
• Stay updated on industry trends and advancements in financial software, leveraging technology to enhance team efficiency and service delivery.
• Collaborate with senior management to develop and implement strategic initiatives to drive business growth and client satisfaction.

Requirements Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; advanced degree or professional certification (e.g., CA, ACCA, CMA) preferred.
• Proven experience in a leadership role within the finance industry, with a strong background in client management and financial operations.
• Proficiency in accounting software such as Xero, QuickBooks, or Zoho; advanced Excel skills are a plus.
• In‑depth knowledge of accounting principles, financial reporting, and tax regulations.
• Excellent leadership, communication, and interpersonal skills.
• Strong analytical abilities and attention to detail, with a proactive approach to problem‑solving.
• Ability to manage multiple priorities, delegate effectively, and drive results in a fast‑paced environment.