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Posted 5 months ago
Requirements and responsibilities
Position Responsibilities:Client and Technical Support: Act as the primary point of contact in the Philippines for a portfolio of growth-oriented small business clients in a range of industries (e.g., SaaS, professional services, law firms, medical practices, real estate, etc.), ensuring accuracy, timeliness, and professional communication.Review month-end close work papers, financial reports, and other client deliverables.Provide clients with insights, analysis, and recommendations based on financial data; understand their business operations and customize accounting solutions to fit their needs.Provide guidance on client issues or complex accounting transactions when team members escalate their concerns.Oversee Year-end review and 1099 process.Lead the team in the client onboarding process and ensure a seamless transition from Aprio’s Onboarding team.Leadership & Team Collaboration: Lead the PH Team in planning, strategizing, and assigning client work aimed at balanced workload distribution.Supervise, mentor, and support Incubator team members to ensure high-quality and timely deliverables, and high employee morale.Mentor and coach team members to support career growth and skill development.Conduct performance evaluations at set frequencies and deliver feedback regularly to ensure the success of the team members.Collaborate with U.S.-based Manager on project progress, team updates, and initiatives for continuous improvement and innovation.Assign and monitor projects and assignments, ensuring deadlines and service level agreements are met.Review existing processes and identify opportunities for improvement.Create new processes to streamline tasks and maximize team member efficiency.Drive adoption of standard operating procedures (SOPs) and best practices across the Incubator team.Monitor team’s KPIs, analyze performance trends, and recommend process improvements.Foster a collaborative, high-performance culture that aligns with company values and encourages knowledge sharing.
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