Bookkeeping Team Lead

1 hour ago

San Fernando, Central Luzon, Philippines SYSGEN RPO Full time ₱90,000 - ₱120,000 per year

Position
:
Bookkeeping Team Lead – Onboarding

We are seeking an experienced
Bookkeeping Team Lead – Onboarding
to oversee the end-to-end onboarding of new clients and ensure a smooth transition into ongoing services. This role plays a key part in supporting Client Managers, coordinating onboarding activities, and maintaining high-quality delivery standards. You will lead a team of Senior Onboarding Specialists and help shape processes, workflows, and best practices across the onboarding function.

Key Responsibilities:

Client Onboarding

  • Lead the full onboarding process for new clients.
  • Perform or support Xero balance conversions.
  • Prepare or assist with month-end reporting packs for new clients.
  • Conduct health checks on client systems and processes during transition.
  • Join discovery calls and pre-onboarding meetings when required.

Quality & Compliance

  • Review GST and other compliance reports.
  • Review monthly management accounts based on internal processes.
  • Handle escalated client issues and queries.
  • Provide technical accounting support when necessary.
  • Assist with client procedures and support team tasks during peak workloads or absences.

Process Improvement & Quality Assurance

  • Contribute to developing, implementing, and maintaining policies, systems, and procedures.
  • Monitor adherence to best practices and ensure operational efficiency.
  • Improve processes to enhance quality, delivery, and productivity.
  • Track team performance and productivity using reporting tools.

Team Leadership & Development

  • Set clear expectations, goals, and KPIs for the team.
  • Coach, mentor, and support team members in their day-to-day performance.
  • Assist with training, onboarding, and professional development plans.
  • Promote collaboration and uphold core values within the team.
  • Deliver regular feedback and maintain open communication with the wider management team.
  • Support recruitment and selection processes when needed.

General Duties

  • Conduct quality reviews of systems and processes.
  • Perform additional onboarding or bookkeeping tasks as required.
  • Oversee implementation and verification of ISO 27001 and ISO 9001 standards.

Skills, Qualifications, & Experience

  • Bachelor's degree in Accountancy or a Finance/Accounting-related field.
  • CPA qualification preferred.
  • Minimum of 3 years' experience in a supervisory or team leader role within the ANZ market.
  • Direct and proven experience in client onboarding is required.
  • Strong verbal and written communication skills, essential for a client-facing role.
  • Background in project management, process improvement, and operational excellence.
  • Xero-certified.
  • Strong analytical, problem-solving, and decision-making abilities.
  • Experience in the offshore or BPO industry is required.

Job Details:

  • Direct hire with the client
  • Morning shift (NZ)
  • Hybrid set up - 3x onsite, 2x WFH - Clark Office
  • Fulltime position

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