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Process Manager - AM IFS

Job Description


International Fiduciary Services (IFS) team prepares financial 1statements for International Fiduciary clients of Bahamas & Geneva. The format of financials and the accounting treatment differs for each structure.



  • Responsible for preparing financial statements for multiple entities.
  • Able to handle simple to moderately complex issues related to the accounting.
  • Able to meet service level standards for timeliness and accuracy.
  • Able to prepare annual, triennial or intermediate type accountings with little or no assistance.
  • Make appropriate adjustments to accountings to resolve issues and balance.
  • Must clearly understand account transactions and what schedule they belong on.
  • Able to process fee calculations for any state that requires unique calculations.
  • Review accounts prepared by processors.


·    Knowledge of Accounting is essential with at least 4-5 years experience in Finance industries.

  • Responsible to manage a team of 10 - 20 people including Team Leaders.
  • Ability to manage operations in absence of AVP.
  • SME in Tax/Accounting/Admin functions and other support operations like DMP.
  • Effectively manages onshore relationship.
  • Understands Risk and Conrols related to process and is able to effectively manage it.
  • Able to create subject matter experts in the team.
  • Result oriented and able to create & manage high performing teams.
  • Ensures team complies with service level standards for timeliness and accuracy.
  • Able to coach and mentor members of the team.
  • Maintains high level of Emotional Intelligence and Decision Making ability.
  • Accuracy and attention to detail are mandatoryStrong interpersonal skills
  • Manager needs to understand work pattern and allocate tasks accordingly.
  • Detail Orientation – Function is critical from impact perspective. Need eye for detail and there is zero tolerance to oversight mistakes.
  • Analytical - Ready to analyze the process flows and ideate on operational improvements
  • Possess leadership skills, be a strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
  • A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through.
  • Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively and assist Client Service Specialists with queries/investigations.
  • Actively work with the team to resolve exceptions. Document exceptions and discuss new learning’s with team.
  • Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
Req #: 160034294
Location: Mumbai, MH IN
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: Indian Rupee (INR)

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