Accounting Operations Manager - Level 1 (Immediate Joiner, Remote)

About Sutro Li

Sutro Li is a comprehensive financial management firm located in Pune, specializing in bookkeeping and financial advisory services for non-profit organizations and mission-driven businesses. Their objective is to streamline processes for client peace of mind by focusing on daily resource management and fostering reliable client relationships. Services offered include bookkeeping, CFO advisory, and financial planning.

Role Overview

The Accounting Operations Manager (AOM) will oversee full client service delivery, ensuring accurate financial management, leading the accounting team, and driving operational excellence. Responsibilities include managing month-end closes, reporting, audit and tax coordination, client interactions, and continual process enhancements.

Key Responsibilities

• Serve as the main contact for assigned clients, handling all forms of communication.
• Organize and conduct client meetings with clear agendas, updates, and action plans.
• Gain comprehensive insight into clients' businesses, priorities, and challenges through financial and business data review to align deliverables accordingly.
• Tailor reports, address ad hoc queries, resolve accounting issues, and professionally manage escalations.
• Maintain professional, clear, and timely written and verbal communication.
• Supervise and review month-end closings to guarantee accuracy, timeliness, and compliance.
• Remain proficient with essential accounting functions such as accounts payable, receivable, bank reconciliations, payroll, tax filings, accruals, and journal entries to guide the team effectively.
• Analyze financial trends and variances, providing clients with actionable recommendations.
• Customize and verify financial reports, budgets, and forecasts according to client specifications.
• Manage forecasting tools to ensure report precision.
• Handle finalization and filing of 1099 forms, ensuring US GAAP and regulatory compliance.
• Review audit and tax preparation documentation prior to submission, coordinating with auditors to facilitate smooth audit processes.
• Track audit, tax, and fiscal close timelines to meet deadlines.
• Plan workload allocation based on capacity and skills, ensuring project deadlines are met.
• Supervise task monitoring, time management, efficiency, and budget adherence using specialized software.
• Provide mentorship, training, and regular performance feedback to team members, identifying and addressing skill gaps.
• Manage team escalations, leave schedules, and ensure proper backup during absences.
• Encourage trust-based delegation, emotional intelligence, and strong team communication.
• Assist in onboarding and training new senior staff members and fill in as needed for Senior Associates.
• Standardize and improve accounting processes to boost efficiency and quality, including finalizing standard operating procedures in coordination with US Engagement Managers.
• Oversee client onboarding, deployment of new applications, and project-based assignments.
• Ensure compliance with trackers, documentation protocols, and internal controls within the team.
• Utilize technology to optimize workflows, reporting, and communication.
• Collaborate with TAL, US stakeholders, and cross-functional teams for smooth service delivery.
• Foster a positive, accountable, and cooperative workplace culture.
• Adapt swiftly to evolving priorities and remote team dynamics.
• Demonstrate leadership by embodying company values such as transparency, collaboration, generosity, and self-discipline.