Team Leader Finance Job Description

Team Leader Finance Job Description

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Team leader finance provides financial support to the General Manager of the Country, ensuring that all processes are carried out following the Colgate Financial Policies.

Team Leader Finance Duties & Responsibilities

To write an effective team leader finance job description, begin by listing detailed duties, responsibilities and expectations. We have included team leader finance job description templates that you can modify and use.

Sample responsibilities for this position include:

The individual will be responsible for mentoring the current members of the team, providing them with the necessary guidance they need in order to drive revenue performance
Headcount tracking and reporting in liaison with the Business Managers, Central PMO
Report out on Human Capital (HC) information using existing data warehouse and related reporting tools to meet HR
Ensure the team members meet all deadlines and that work is completed within deadline
Communicate internally and with external parties to ensure all reconciliations are cleared in an efficient and timely manner
Investigate settlement exceptions prior to relevant deadlines
Produce of daily, weekly and monthly stats/KPI's
Work with the manager and group projects area on any allocated projects
This is a revenue generating role and the Team Leader will be expected to lead by example in billings
Increase and maintain the team's client portfolio through business development techniques

Team Leader Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Team Leader Finance

List any licenses or certifications required by the position: CDCS, CPA, CECRL, B2, CMA, SAP

Education for Team Leader Finance

Typically a job would require a certain level of education.

Employers hiring for the team leader finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Management, Business/Administration, Economics, Education, Hospitality, Tourism, MBA

Skills for Team Leader Finance

Desired skills for team leader finance include:

Front-end AP systems and all financial processes
Excel
Financial Software programs
Controls and processes
Ensuring that the team as a whole are competent and proficient in the use / application of the same
Fee systems
Coaching others
Form of training
GDS system is mandatory
Mentoring

Desired experience for team leader finance includes:

Prior experience or demonstrated interest in the energy, transport or technology sectors
Able to work with minimal supervision and to develop independently an internal and external network of contacts
Able to develop new thinking on the industry and to integrate and understand the implications of changes to the transport system
Strong accuracy and attention to detail whilst able to think laterally and creatively
Capable of handling multiple tasks with a high work rate
Strong written and oral communications skills in English (additional languages helpful although not essential)

Team Leader Finance Examples

1

Team Leader Finance Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of team leader finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for team leader finance
  • Assist with increasing headcount into the team
  • Allocate and delegate tasks to team members and manage the task monitoring system used for regular business review reporting
  • Act as the project manager who will oversee the planning, implementation and tracking of any short-term or streamlining and automation projects
  • Take the lead role in resolving critical issues raised during operations and proactively manage and monitor control efficacy to ensure potential risk is minimized
  • Effectively communicate significant production updates and challenges to management to the business unit in a timely manner
  • A tertiary qualification in accounting or relevant work experience in an accounting/budgeting environment
  • Demonstrated sound judgement, forward thinking and impactful problem solving skills to resolve accounting issues in an accurate and timely manner
  • Demonstrated ability to analyse data, identify trends and variances, draw conclusions and put forward recommendations that are insightful and pragmatic that address improvements for current and future needs of the business
  • Excellent written and verbal communication skills and demonstrated ability to provide robust and relevant financial advice to key internal stakeholders
  • A Finance Associate in the Expense Team will be responsible for checking staff expense claims to PA policies for staff across all our offices globally including UK, US, Ireland, India, United Arab Emirates, New Zealand, Germany, The Netherlands, Norway, Sweden, Spain Mexico and Denmark processing over 50,000 expense claims per year, in a multicurrency / global organisation
Qualifications for team leader finance
  • Manage team service levels, production, and quality standards
  • Client focused with good relationship-building, time management and communication skills
  • Financial and Working Capital Understanding – In-depth
  • Canadian Payment Landscape – In-depth
  • Treasury Management Understanding – In-depth
  • Corporate Cards Understanding – In-depth
2

Team Leader Finance Job Description

Job Description Example
Our innovative and growing company is hiring for a team leader finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for team leader finance
  • Timesheet and Expenses Administration, including issuing missing timesheet reports and chasing missing timesheets
  • Setup of new projects in line with approved PID’s or WSA’s, including input of initial income & expenditure forecasts
  • Assistance with the updating/maintenance of project forecasts in liaison with Project Managers
  • Invoice Processing (Accounts receivable and payable)
  • Assistance with Co-ordination of Annual Business Plan and monthly forecasts
  • Processing and facilitating timely approval of supplier invoices
  • Provide technical expertise and capacity building for improving transparency of the pharmaceutical sector including government processes for pharmaceutical and health commodity procurement
  • Support the analysis of existing arrangement for health financing for the pharmaceutical sector as a basis for development or modification of existing policies and strategies
  • Undertake analytic work or overall situation analysis of global and local health sector financing to determine key obstacles to progress towards pharmaceutical strengthening
  • Ensure strong synergies between the financing reform process and dialogue and development with regard to overall pharmaceutical systems reforms (such as country strategic reviews, development of national pharmaceutical policies and budgets)
Qualifications for team leader finance
  • Financial Services knowledge/ experience would be highly desirable
  • Graduate of business courses, with preference to Accounting and Financial Management
  • Good understanding of the end-to-end production environment, and the impact of changes to the reporting process, production schedule, and all the systems and applications supporting a financial reporting environment
  • University Business Degree and/or recognized accounting designation
  • Experience using enterprise planning tools (Cognos, Hyperion, MSTR,etc)
  • Minimum 5+ years relevant (Accounting, Accounts Payable, Shared Service) working experience in a multinational (preferably US based) company
3

Team Leader Finance Job Description

Job Description Example
Our growing company is looking to fill the role of team leader finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for team leader finance
  • Support the development of knowledge products and thought pieces that build on the evidence base for how good governance influences pharmaceutical systems strengthening, transparency, and budgeting
  • Represent the program at various fora to share lessons learned from pharmaceutical policy and regulatory strengthening activities
  • Demonstrate ownership of team plans, planning and organising team tasks and priorities to achieve overall reconciliation plan objectives and timescales
  • Ensure reconciliation tasks are completed according to defined processes and procedures and quality standards
  • Supervising and monitoring team member outputs to ensure proper task completion and record-keeping and to ensure corrective action is taken on an ongoing basis
  • Ensure that anomalies and exceptions are identified, reported and escalated as necessary at the earliest opportunity
  • Primary operational responsibility to ensure processing invoices and preliminary payment runs on time per service level commitments to the SBG’s
  • Staffing and resource planning
  • Participate in annual business planning process, including development of succession plans, and annual operating plans (MRR & AOP), and quarterly ops reviews
  • Identify and lead Six Sigma process improvement and standardization initiatives, including performance measurements, metrics and internal audit and controls processes
Qualifications for team leader finance
  • At least 3 years in a role relevant to Accounts Receivable
  • Demonstrate proficiency in the domain of Accounts Payable and thorough understanding of financial accounting and reporting
  • Work closely with In-Business Finance and other internal stakeholders (eg
  • Plan, manage and review the accurate and timely development of the internal budget at various organisational levels by the budgeting team, working closely with the In-Business Finance Managers to integrate budgeting processes and use of in-system and off-system tools across the organisation and including strong communication to whole of finance and the business
  • Work closely with Corporate Finance External Budget Team Leader to ensure ongoing alignment of internal budget to the representation of the budget to government stakeholders
  • Contribute to providing best practice financial management service delivery and performance with a focus on accurate delivery and continuous improvement
4

Team Leader Finance Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of team leader finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for team leader finance
  • Collect, analyze and report key metrics such as volume, issues, rejects
  • Participate in SOX and internal controls Audits to Identify Gaps and Enable Corrective Actions
  • Establish effective relationships with internal business customers within the different functional areas in the Organization
  • Support the facilitation of organizational readiness for change as required
  • Responsible for supporting & executing a smooth transition & stabilization of AP activity from identified locations into the SLP site and ensure business operations impacts are minimized
  • Business controls awareness
  • Strong participation in all phases of a project from Initiation to Closure
  • Lead projects to simplify, streamline, and optimize AP processes
  • Ensure compliance in Bank validation process to avoid fraud cases in the organization
  • Develop robust controls aligned to evolving process
Qualifications for team leader finance
  • Great attention to detail – an eye for the detail and a curious questioning mind
  • Confident communicator to discuss / reject expense claims that do not meet PA expense policy requirements with the PA staff member concerned
  • High integrity, confident and professional due to the nature of the work being undertaken
  • Understanding and referencing the country operating manuals / policies for reimbursing staff expenses
  • Able to work to strict deadlines to meet the team checking service levels and be organised to meet team goals
  • Benefit in kind experience, tax and VAT experience beneficial though training will be given
5

Team Leader Finance Job Description

Job Description Example
Our growing company is hiring for a team leader finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for team leader finance
  • Work with upper management levels in broader strategies
  • Define metrics, processes, and tool requirements to accomplish to manage the AP activities
  • Primary Financial advisor to the VP, General Manager – Canada and the Canadian leadership team
  • Ensure application of efficient and effective financial and operating controls within the Corporation.  Promote sound internal control programs and support the Corporation's requirement for strong central financial control by reporting, to the NA Customer Development Finance Sr
  • Incentive scheme review ownership including
  • Identify opportunities and gaps towards establishing integrated national financing frameworks (INFFs), which brings together policies for mobilising different types of finance for economic, environmental and social results into a single, coherent framework
  • Provide an overview of the evolution of the flows of financing for development and their allocation and contribution to national priorities and results, as expressed in plans and policies at national, sector and sub-national levels
  • Assess the role of the planning and budgeting process in linking both public and private finance with results, in the context of the SDGs
  • Assess the roles and responsibilities of national institutions and their associated policies in managing or influencing the development of individual financial flows to contribute to the national development plan and SDGs
  • Analyse the interface between different flows and the complementarities between the different sources of development finance in contributing to achieve national priorities and the SDGs
Qualifications for team leader finance
  • Have minimum 2 years of relevant experience across various finance and accounting processes
  • Previous work experience (3 to 5 years) in Corporate Finance, acquisition/leveraged finance or in audit/transaction services where he/ she has developed strong analytical and financial modelling skills
  • Previous experience as a team coordinator
  • Perfect fluency in English and Portuguese
  • Strong interpersonal and teamwork skills, in addition to a genuine interest in management
  • Excellent capacity to work in autonomy

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