Chartered Accountant

We are looking for a Transition Expert with Chartered Accountant qualification who can seamlessly manage client transitions, financial processes, and onboarding. The role requires a blend of financial expertise, stakeholder management, and process transition skills to ensure smooth migration of client accounts and long-term relationship management.

Key Responsibilities:

- Lead end-to-end transition projects for new clients, ensuring timelines, deliverables, and quality standards are met.

- Manage client onboarding, including financial due diligence, documentation, and compliance checks.

- Collaborate with cross-functional teams to streamline finance and accounting processes during transition.

- Conduct detailed financial analysis, reconciliations, and reporting to support transition activities.

- Act as the key liaison between clients and internal teams to ensure smooth communication and issue resolution.

- Implement best practices for knowledge transfer, SOP creation, and process handover.

- Ensure all transitions are aligned with regulatory requirements, accounting standards, and internal policies.

- Provide insights for process improvements and efficiency in client financial management.

Key Skills & Competencies:

- Strong knowledge of accounting principles, financial reporting,

- Proven expertise in client handling, onboarding, and relationship management.

- Experience in transition management/project management within finance or outsourcing setups.

- Excellent communication and presentation skills.

- Ability to manage multiple stakeholders and deadlines.

- Strong problem-solving and analytical mindset.

Preferred Qualifications:

- Chartered Accountant (CA) with 2-5 years of experience in Finance/Accounting/Client Transition.

- Prior experience in KPO/BPO/Outsourcing industry will be an added advantage.

- Knowledge of international accounting standards preferred.