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
What We Do
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.
Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.
Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.
Come #SoarWithUs and be a part of the Freedom family!
Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org
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