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This is a remote position.
A Senior Associate leads small teams of associates, takes charge of overall client delivery for assigned portfolios, and produces management reports. S1 typically manages teams of 2ā3 on standard clients; S2 handles complex clients with non-standard requirements and reviews advanced reports and dashboards. This JD covers both sub levels; differences are noted in the Performance Expectations section.
Key Responsibilities:
The role's responsibilities are grouped into the following areas. Each area lists the typical activities expected at this level.
Small Team Leadership
ā¢ Manage teams of 2ā3 associates (S1) or larger groups across complex clients (S2).
ā¢ Allocate work, set deadlines, and monitor delivery across the team.
ā¢ Hold regular team check-ins; address performance and delivery issues promptly.
Client Delivery Accountability
ā¢ Take charge of overall delivery for assigned clients ā accuracy, completeness, and timeliness.
ā¢ Own month-end close, management reporting, and ad-hoc client deliverables.
ā¢ Ensure quality controls are applied at every review stage.
Management Reporting
ā¢ Produce management reports, dashboards, and basic financial analysis (S1).
ā¢ Review advanced reports, consolidated outputs, and complex client deliverables (S2).
ā¢ Prepare reports for AM/Manager review; refine based on feedback.
Complex Client Handling (S2)
ā¢ Take ownership of clients with non-standard requirements, complex group structures, or specialised reporting needs.
ā¢ Apply technical accounting judgement; escalate genuinely contentious matters to AM/Manager.
Coaching & Development
ā¢ Coach Associates and Experienced Associates on technical and process matters.
ā¢ Identify capability gaps in the team and address them through training, mentoring, or process change.
ā¢ Provide input to AM/Manager on team appraisals.
Process & Quality Improvement
ā¢ Identify process inefficiencies; propose and implement improvements (subject to AM/Manager approval).
ā¢ Maintain SOPs for assigned client work; ensure team adherence.
ā¢ Drive consistent application of LDGERS quality standards across the team.
Client Communication
ā¢ Manage day-to-day client communication for delivery matters.
ā¢ Escalate commercial, sensitive, or strategic client matters to AM/Manager.
Requirements
ā¢ Team leadership and work allocation
ā¢ Delivery management and quality control
ā¢ Technical accounting judgement
ā¢ Advanced Excel and reporting tools
ā¢ Coaching and mentoring
ā¢ Strong written and verbal communication
ā¢ Process and quality improvement mindset
ā¢ Bachelor's degree in Accounting, Finance, or a related field. Professional certification (CA, ACCA, CPA) preferred.
ā¢ S1: 3.5ā4.5 years of relevant experience; S2: 4.5ā6 years.
ā¢ Strong technical accounting depth, including consolidation, complex reconciliation, and management reporting.
ā¢ Proven experience leading a small team and managing delivery timelines.
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