Assistant Director of Client Engagement
hace 7 días
Job Description
The Assistant Director will be responsible for overseeing the Accounts Support LATAM team, ensuring timely and effective execution of financial and operational activities related to client engagement management. This includes managing and leading the LATAM Accounts Support teams, developing, refining, and finalizing pricing plans in SAP Enterprise Resource Planning (ERP) system for client servers during deal governance.
The Assistant Director will also play an active role in building out the broader LATAM Accounts Support team over time, leveraging strong soft skill abilities and a global mindset to drive outcomes for US Client Serving Professionals and US-based Finance Accounts Support resources. They will be accountable for management of collections and invoice adjustments for client server accounts, overseeing LATAM support to ensure invoice adjustments and reversals are properly identified and updated per terms and policy.
Responsibilities
- Develop, refine, and finalize pricing plans in SAP ERP system for client servers during deal governance.
- Review statement of work (SOW) pricing plans and ensure margin requirements meet criteria.
- Responsible for oversight of Engagement Code (E-Code) process in the ERP platform including the creation of code for engagements, standardizing billing terms, and ensuring codes align to policy before closing in ERP system.
- Drive interaction between US-based Finance Accounts Support team and LATAM teams to optimize efficiency and minimize error.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- Minimum of 5-7 years of experience in a finance role required to perform this position.
- Proven experience in a leadership role, managing teams, driving performance.
- Excellent analytical, problem-solving, and organizational skills.
- Proficiency in Microsoft Suite of applications (Excel, PowerApp), PowerBI, Data Analytics tools, and SAP is essential.
- Proficient in accounting software and ERP systems; experience with SAP or similar platforms is a plus.
- Proficiency in English.
- Ability to liaise with US-based roles.
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