Client Finance Team Lead

at  SIRVA

Position Summary
The Supervisor, Client Finance is responsible for managing the daily activities of the Client Finance Analysts (CFA’s). This leadership position is responsible to ensure the accuracy and integrity of the financial transactions and the financial data and reporting produced by the team members. This position handles the training, day-to-day supervision, and the hiring and performance reviews of the team.

Qualifications and Preferred Skills

• Minimum 2 years of financial buisness experience in a supervisory role
• Ability to work successfully in a team environment
• Strong problem solving and conflict resolution skills
• Strong oral and written communication skills
• Excellent customer service skills
• Knowledge in any of the following areas is not necessary, but desirable: Accounting Principles and Guidelines, Accounts Payables and Receivables, Auditing and Control Mechanisms, Real Estate Closing activities, Relocation Policies and Programs, Expense Accrual Management and Tracking, Basic Payroll and Income Ta

Education and Certification Requirements

• Bachelor’s degree in Accounting, Finance or Business require

% of Time Description of Duty

50%

• Manage team members’ performance through mentoring, performance reviews, meetings and the TMS process.
• Directly responsible for the hiring of all team members.
• Supervise and mentor all team members to achieve all team metrics and responsibilities. This includes specific meetings to review billing and processing items to include but not be limited to: holds, quality of work produced, productivity and metric reviews, unbilled, not billed, turn times, and agings along with documented actions for improvements/development
• Manages and ensures the quality of the work product and responsible for balancing workload & resources accordingly, and actively work on backlog or outstanding items as needed, or as requested by their manager.
• Have an understanding of their team’s roles and responsibilities to help support them from a coaching, mentoring and development perspective
• This position partners with the OPS team members to support Client needs.

15% • Work on projects to enhance efficiencies and client satisfaction.

20%

• Training of new CFAs as well as skill development of existing CFA staff in servicing the day-to-day client activities. This should also include a yearly SWOT analysis and development plan for each team member.

10%

• Partner with Relocation Tax Specialists to implement new clients which involves understanding their needs and understanding SIRVA’s capabilities to deliver the invoicing and financial reporting requirements requested by our new clients.

5%

• Additional tasks as needed by client finance management including but not limited to providing support to sales for RFP activities and account management for client presentations. Some travel is required.

Qualifications and Preferred Skills

• Minimum 2 years of financial buisness experience in a supervisory role
• Ability to work successfully in a team environment
• Strong problem solving and conflict resolution skills
• Strong oral and written communication skills
• Excellent customer service skills
• Knowledge in any of the following areas is not necessary, but desirable: Accounting Principles and Guidelines, Accounts Payables and Receivables, Auditing and Control Mechanisms, Real Estate Closing activities, Relocation Policies and Programs, Expense Accrual Management and Tracking, Basic Payroll and Income Tax

Education and Certification Requirements

• Bachelor’s degree in Accounting, Finance or Business required