Senior Associate

Posted 8 days ago

Worldwide

2-5 years experience

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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 2–3 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

• Manage teams of 2–3 associates (S1) or larger groups across complex clients (S2).

• Allocate work, set deadlines, and monitor delivery across the team.

• Hold regular team check-ins; address performance and delivery issues promptly.

Client Delivery Accountability

• Take charge of overall delivery for assigned clients — accuracy, completeness, and timeliness.

• Own month-end close, management reporting, and ad-hoc client deliverables.

• Ensure quality controls are applied at every review stage.

Management Reporting

• Produce management reports, dashboards, and basic financial analysis (S1).

• Review advanced reports, consolidated outputs, and complex client deliverables (S2).

• Prepare reports for AM/Manager review; refine based on feedback.

Complex Client Handling (S2)

• Take ownership of clients with non-standard requirements, complex group structures, or specialised reporting needs.

• Apply technical accounting judgement; escalate genuinely contentious matters to AM/Manager.

Coaching & Development

• Coach Associates and Experienced Associates on technical and process matters.

• Identify capability gaps in the team and address them through training, mentoring, or process change.

• Provide input to AM/Manager on team appraisals.

Process & Quality Improvement

• Identify process inefficiencies; propose and implement improvements (subject to AM/Manager approval).

• Maintain SOPs for assigned client work; ensure team adherence.

• Drive consistent application of LDGERS quality standards across the team.

Client Communication

• Manage day-to-day client communication for delivery matters.

• Escalate commercial, sensitive, or strategic client matters to AM/Manager.

Requirements

• Team leadership and work allocation

• Delivery management and quality control

• Technical accounting judgement

• Advanced Excel and reporting tools

• Coaching and mentoring

• Strong written and verbal communication

• Process and quality improvement mindset

• Bachelor's degree in Accounting, Finance, or a related field. Professional certification (CA, ACCA, CPA) preferred.

• S1: 3.5–4.5 years of relevant experience; S2: 4.5–6 years.

• Strong technical accounting depth, including consolidation, complex reconciliation, and management reporting.

• Proven experience leading a small team and managing delivery timelines.

House of LDGERS

Employees ‏١١- ٥٠ موظف Industry الخدمات المالية

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