Project Owner - AP & AR Both required (US BPO)

ARDEM Data Services · Maharashtra, India

Project Owner / Service Delivery Operations Lead

Finance & Accounting Operations AP, AR, Invoice Processing, Procurement Support, Reconciliations, F&A Back Office

Role positioning:- This is a client-facing service delivery role for Finance & Accounting operations. ARDEM is hiring an operational owner who can run AP/AR, invoice, procurement, reconciliation, and recurring finance workflows with production control, client communication, SLA/TAT discipline, quality ownership, and team leadership.

Position Summary

ARDEM is seeking a Project Owner / Service Delivery Operations Lead for Finance & Accounting Operations. This role owns the daily delivery and client-facing operational management of assigned finance and accounting workflows.

The right candidate understands finance operations enough to manage delivery quality, exceptions, controls, workflow handoffs, client expectations, SLA/TAT, backlog, and team execution. This person does not need to be the sales SME or proposal owner, but must be credible with client finance teams and strong enough to own the delivery operation after handoff.

Core Responsibilities

• Responsible for 100% accuracy, 100% on time delivery and meeting customer TAT requirements
• Responsible for 100% customer satisfaction
• Responsible for delivery results and the management of 10 customer orders and 50 team members.
• Maintain process control through project management documentation, including but not limited to work instructions, process maps, exception rules, quality checklists, training notes, issue logs, change logs, and ownership of the latest approved process version.
• Become the subject matter expert for assigned projects. You are the Technical and Process for your customer orders.
• Own daily production control for assigned client workflows, including incoming volume, completed work, backlog, aging, SLA/TAT risk, blockers, staffing capacity, urgent client requests, and next-24-hour priorities.
• Lead the delivery team by assigning work, clarifying priorities, monitoring output, coaching performance, addressing attendance/capacity issues, and ensuring analysts understand expectations.
• Communicate directly with clients through delivery calls, status updates, escalation of communication, actionitem recaps, and proactive risk notifications.
• Run weekly governance for assigned accounts: output, SLA/timeliness, quality, backlog/aging, open issues, client dependencies, staffing/coverage, risks, corrective actions, and next steps.
• Maintain process control through current work instructions, process maps, exception rules, quality checklists, training checklists, issue logs, change logs, and processing logs.
• Identify delivery, quality, staffing, access, documentation, client dependency, scope, backlog, and trust risks early; escalate with facts, impact, timeline, recommendations, and required support.
• Drive continuous improvement by identifying repeat issues, root causes, rework patterns, process waste, training gaps, and opportunities to improve accuracy, speed, visibility, and client experience.
• Responsible for customer project success and delivery ownership starting from the time of internal handoff from sales and lasting through the end of customer project assignment.

Ideal Candidate Profile

• 5-10 years in F&A BPO/BPM, shared services, finance operations, AP/AR operations, procurement operations, accounting operations, or managed finance and accounting back-office operations.
• At least 05 years' experience as Assistant Manager - F&A Operations, Team Lead - AP/AR, Process Lead - Finance Operations, Service Delivery Lead - Finance Operations, or Operations Lead - Shared Services.
• Has managed real production work: invoice volumes, AP/AR queues, exception handling, aging, SLA/TAT, quality checks, team output, staffing, and client escalations.
• Strong English communication with direct client-facing experience. Must be able to lead calls, explain delivery status, communicate risk, and create confidence with client finance stakeholders.
• Ability to receive and act on client feedback in a professional and expedient manner.
• Understands process control, internal controls, approvals, documentation, audit trails, quality review, and exception management.
• Capable of working independently in a high-ownership environment, where waiting for "someone to tell you what to do "is not acceptable.

Must-Have Capabilities

• Production command: knows current work status, volume, backlog, aging, exceptions, staffing, and SLA risk.
• Client-facing confidence: can speak clearly with finance stakeholders and manage delivery expectations.
• Quality discipline: understands how finance errors happen, how to catch them, and how to prevent recurrence.
• Ownership mindset: acts before the client complains and escalates risk early with facts and recommendations.
• Documentation discipline: keeps SOPs, exception rules, quality checklists, change logs, and training notes current.

Red Flags

• Only performed AP/AR work as an individual contributor but never managed production, team output, or client delivery.
• Strong accounting knowledge but weak operations management and client communication.
• Talks only about task completion, not SLA, backlog, aging, quality trends, risk, or corrective action.
• Cannot explain how they handle repeated errors, client escalations, late approvals, or exception-heavy workflows.
• Acts like a finance analyst instead of a delivery owner.

ERP and Process Automation

• Lead implementation, configuration, and optimization of ERP systems (e.g., SAP, Oracle NetSuite, Sage, QuickBooks, Microsoft Dynamics, or similar).
• Create and maintain master data, workflows, and reporting dashboards within ERP platforms.
• Collaborate with technical teams to automate recurring accounting and reporting tasks.
• Generate and analyse ERP-based reports for financial insights, KPIs, and performance reviews.
• Train team members on ERP navigation, reporting tools, and compliance practices.

Technical Requirements

• System: Windows laptop/desktop (Intel i5 or higher, minimum 8GB RAM).
• Screen: Minimum 14 inches, Full HD ( resolution).
• Internet: High-speed broadband connection (100 Mbps or higher).
• Software: AnyDesk for remote connectivity
• Shift Timings- EST Work Hours (Night Shift