Team Lead - Record to Report

Job description
The Company

Egon Zehnder (www.egonzehnder.com) is the world’s preeminent leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We have more than 560 consultants who bring together vast industry experience and diverse insight, operating globally through 63 offices in 36 countries spanning across Europe, the Americas, Asia Pacific, the Middle East, and Africa. We believe that together we can transform people, organizations, and the world through leadership. Our clients range from the largest corporations to emerging growth companies, government and regulatory bodies, and major educational and cultural institutions. We collaborate as One Firm across industries and geographies, leveraging strengths of every colleague and operate as a private partnership independent of any outside interests.
Knowledge Centre India (KCI)

Knowledge Center India (KCI) is the central engine that drives the operational value for the firm. Established in 2004, KCI has evolved over the years from purely operational efficiencies into more value-added service offerings, becoming a true business partner. There are various teams based at KCI that work with Global Offices, Practice Groups, and the Management across all aspects of the firm's business life cycle. With a headcount of more than 500, the center has 5 core teams working including Experts, Research Operations, GQ/DQ, Visual Solutions, Projects/CV Capture and Digital IT, working round the clock on many mission critical elements.

The Team

We are a centralized team with a bouquet of specialized services. Team partners with multiple stakeholders across the firm to establish standardized processes and guidelines, ensuring data consistency, accuracy, reporting and insights that help colleagues deliver excellent client services. Also, one arm of the team collaborates with the global Finance & Controlling team on various accounting processes.

The Position

This role is responsible for leading and overseeing daily operations, ensuring the timely and accurate processing of financial transactions in compliance with company policies and regulatory requirements. The role involves providing billing support to local accountants and the Finance and Controlling team on NetSuite. The team handles various tasks that are critical from a financial and billing perspective, and delivering seamless quality is a key prerequisite due to the involvement of sensitive financial data.

Additionally, key responsibilities include providing guidance and mentorship to team members, developing strategies to optimize processes, and collaborating with cross-functional teams to support business objectives.

The key aspects of your role are as follows

· Manage financial data synchronization—monitor, review, and coordinate corrections.

· Support integration of financial and execution databases—test functionality and coordinate enhancements.

· Coordinate integration of NetSuite employee data with Workday—work closely with the Workday team to improve data

imports.

· Handle billing and invoice-related tasks in NetSuite, including credit notes, client invoice updates, and fee splits.

· Collaborate with the Power BI team on reporting for Global Billings.

· Align with local offices and recommend improvements to their invoicing processes.

· Ensure timely and accurate processing of invoices, payments, collections, reconciliations, and reporting in compliance

with company policies and regulatory requirements.

· Provide guidance, training, and mentorship to team members to enhance performance and productivity.

· Develop and implement strategies to optimize processes, streamline workflows, and improve efficiency within the

AR/AP/R2R function.

· Collaborate with cross-functional teams to resolve issues, address inquiries, and support business objectives.

· Monitor key performance indicators (KPIs) and metrics to track team performance and identify areas for improvement.

· Prepare and present regular reports, analyses, and recommendations to senior management.

· Stay updated on industry trends, best practices, and regulatory changes related to AR/AP/R2R processes.

Required knowledge/experience:

· Bachelor’s degree in Accounting, Finance, or related field; CPA or equivalent certification preferred.

· 6-8 years of progressive experience in accounting, finance, or related field

· Strong knowledge of accounting principles, financial processes, and regulatory requirements.

· Experience with NetSuite ERP and proficiency in Microsoft Excel.

· Excellent leadership, communication, and interpersonal skills.

· Analytical mindset with the ability to identify issues, propose solutions, and drive results.

· Proven track record of driving process improvements and delivering results in a fast-paced environment.

· Ability to work independently, prioritize tasks, and meet deadlines effectively.
Benefits
Benefits which make us unique

At EZ, we know that great people are what makes a great firm. We value our people and offer employees a comprehensive benefits package. Learn more about what working at Egon Zehnder can mean for you!
Benefits Highlights:

· 5 Days working in a Fast-paced work environment.

· Work directly with the senior management team

· Reward and Recognition

· Employee friendly policies

· Personal development and training

· Health Benefits, Accident Insurance

Potential Growth for you!

We will nurture your talent in an inclusive culture that values diversity. You will be doing regular catchups with your manager who will act as your career coach and guide you in your career goals and aspirations.

Location

The position is based at Egon Zehnder’s KCI office in Gurgaon, Plot no. 29, Institutional Area Sector 32

EZ Commitment to Diversity & Inclusion

Egon Zehnder aims for a diverse workplace and strives to continuously lead with our firm values. We respect personal values of every individual irrespective of race, national or social origin, gender, religion, political or other opinion, disability, age and ****** orientation as warranted by basic rights enshrined in the UN Declaration of Human Rights. We believe diversity of our firm is central to the success and enables us to deliver better solutions for our clients. We are committed to creating an inclusive environment and supportive work environment, where everyone feels comfortable to be themselves and treated with dignity and respect and there is no unlawful discrimination related to employment, recruitment, training, promotion, or remuneration.
Egon Zehnder is an Equal Opportunity Employer

Egon Zehnder provides equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, ****** orientation, gender identity, marital status, citizenship status, age, national origin, disability, or any other legally protected status and to affirmatively seek to advance the principles of equal employment opportunity