Team Lead - Controllership IND

Posted 6 Days Ago
Be an Early Applicant
Gurugram, Haryana
Senior level
Fintech
The Role
The Team Lead in the Revenue Team oversees billing management and reconciliation for Columbia Management Investment Advisers, ensuring compliance with audit and regulatory standards. This role includes supervising a team, managing workloads, and driving operational excellence while fostering a high-performance culture. Responsibilities also include invoicing and addressing operational issues, along with generating management information system reports.
Summary Generated by Built In

This position is part of the Revenue Team, the Team Lead is responsible for ensuring the timely and accurate completions for a variety of accounting, and billing functions to support the Columbia Management Investment Advisers, LLC ("CMIA") revenue management.

Key Responsibilities
Leads the Gurugram Team responsible for providing billing management, reconciliation, collections and solutions to Columbia Management Investment Advisers, LLC, across its product offerings and platforms.  Drives accountability of team by managing and monitoring key operational metrics are achieved. Manages workload balancing and team delivery of commitments to ensure service level agreements (“SLA”) are met. Review on going revenue accruals and invoicing.

Ensures appropriate controls and procedures are in order and all audit, legal, and regulatory requirements are adhered to. Review of new accounts, amended accounts, and terminated accounts fee schedules.  Ensure changes to pricing agreements are accurately recorded in revenue accrual and invoicing process. Ensure detailed and accurate record keeping and maintenance of client records and files.  Supports internal and external audits requirements. Research and resolve issues quickly and with a sense of urgency and accuracy.

During tight deadlines, ability to step in and help with the invoicing process.  Address day to day operational issues and requests in a timely manner and any ad-hoc requests as needed.  This role possibly will continue to take on additional responsibilities over time, as opportunities and benefits are identified.

Fosters a high-performance culture focused on continuous improvements to achieve increases in efficiency, service and quality. Motivates staff with appropriate recognition and feedback.

Required Qualifications
5+ years accounting experience

Accounting degree/diploma
Experience with Microsoft Office tools, such as Excel and PowerPoint.
Ability to generate MIS reports in PowerPoint.
Strong communication and presentation skills.

Advanced Excel and Access skills

Strong accounting, analytical, and problem solving skills

Preferred Qualifications

Knowledge of Workday accounting system

Post Graduation in relevant stream
Ability to look at processes and make improvements

Good organizational skills – i.e. time management, ability to follow and write process documents

Ability to understand end-to-end process flows, systems, controls and impacts across the work they support

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Finance

Top Skills

Excel
Workday
The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.

We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Learn how you can build your career at Ameriprise Financial.

*Ameriprise Financial Q2 2020 Statistical Supplement

All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.

By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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