Team Leader - Finance and Accounting

Jatro BPO; San Fernando; Vor Ort; PHP 670.000 - 1.339.000; Vollzeit

Benefits dieser Stelle

Additional leave benefits

Company-sponsored events and activites

Free parking

Career advancement and promotion

Paid training and professional develop

Performance-based salary increases

Opportunities for regularization and B

Work-life balance

Zusammenfassung

Jatro BPO in the Philippines seeks a Finance Operations Team Leader to oversee daily activities, ensure accurate and timely delivery of financial services, and drive process improvements. You will lead the finance team, manage client engagements, and monitor performance metrics to sustain high service quality.

The role requires a strong foundation in accounting, supervisory experience, and proficiency with Excel and financial reporting tools.

Qualifikationen

• Bachelor's degree in Accountancy, Finance, Accounting Technology, or related discipline.
• CPA certification is an advantage.
• 5+ years of accounting/finance experience.
• 2+ years in supervisory or team leadership.
• Experience in client-facing financial operations in BPO/shared services.
• Strong knowledge of accounting principles and month-end closing.
• Excel and financial reporting tools.
• Experience with Australian clients and SLAs.

Aufgaben

• Oversee Finance Associates and Senior staff to meet objectives.
• Set performance standards and promote accountability.
• Conduct coaching sessions and skills development.
• Track productivity, workload, and service quality indicators.
• Manage daily finance and strata accounting activities.
• Ensure client deliverables are accurate and on time.
• Review financial statements, reconciliations, and trust records.
• Build relationships with clients and internal partners.
• Represent the team in client discussions and performance reviews.
• Address client concerns and manage escalations.
• Ensure adherence to procedures and accounting standards.
• Oversee QA and implement corrective actions.
• Evaluate workflows and introduce efficiency improvements.
• Maintain SOPs, process docs, and automation initiatives.
• Generate operational reports and dashboards for decisions.

Kenntnisse

Leadership

Excel

Ausbildung

Bachelor's degree in Accountancy, Finance, Accounting Technology, or related discipline

CPA certification is an advantage

Tools

Microsoft Excel

Jobbeschreibung

Finance Operations - Team Leader

Job Summary

The Finance Operations Lead is responsible for overseeing the Finance team's daily activities and ensuring the efficient, accurate, and timely delivery of financial and accounting services to clients. This position provides leadership and direction to the team, monitors operational performance, maintains service quality and compliance, and drives process improvements to enhance overall productivity and client satisfaction.

Key Responsibilities

• Supervise, mentor, and support Finance Associates, Strata Accountants, and Senior Strata Accountants in achieving operational objectives.

• Set performance standards, establish individual goals, and promote accountability across the team.

• Facilitate performance evaluations, coaching sessions, and skills development programs.

• Track team productivity, resource utilization, workload allocation, and service quality indicators.

• Manage daily finance and strata accounting activities to maintain smooth and efficient operations.

• Ensure client deliverables are completed accurately and within established deadlines.

• Review financial statements, reconciliations, trust accounting records, and other financial outputs.

• Build and maintain effective working relationships with clients, finance stakeholders, and internal business partners.

• Represent the team in client discussions, operational meetings, and service performance reviews.

• Address client concerns, resolve operational issues, and manage escalations effectively.

• Ensure adherence to internal procedures, client expectations, accounting standards, and financial control requirements.

• Oversee quality assurance activities and implement appropriate corrective actions when necessary.

• Evaluate existing workflows and introduce improvements to increase operational efficiency.

• Establish, update, and maintain SOPs, process documentation, and automation initiatives.

• Generate operational reports, performance dashboards, and management updates to support strategic and operational decisions.

Qualifications

1. Bachelor's degree in Accountancy, Finance, Accounting Technology, Business Administration, or a related discipline. CPA certification is an advantage.

2. At least five (5) years of relevant accounting or finance experience, including a minimum of two (2) years in a supervisory or team leadership capacity.

3. Background in managing client-facing financial operations within a BPO, outsourcing, shared services, or professional services environment.

4. Solid understanding of accounting principles, financial statements, account reconciliations, trust accounting, and month-end closing procedures.

5. Proficiency in Microsoft Excel, financial reporting applications, and accounting or strata management systems.

6. Experience working with Australian clients, overseeing service-level agreements (SLAs), monitoring key performance indicators (KPIs), and managing service delivery is highly preferred.

Benefits and Perks

• Additional leave benefits

• Company-sponsored events and activities

• Free parking

• Career advancement and promotion opportunities

• Paid training and professional development

• Performance-based salary increases

• Opportunities for regularization and permanent employment

• Work-life balance