Client Finance Operations Team Lead - Automation & Process Improvement

PRIMARY PURPOSE:

• The Team Leader manages a team delivering client administrative, financial processing and operational support tasks through a smarter offshore operating model using automation, artificial intelligence and structured controls.

• Act as the day-to-day bridge between client requirements, SmartOps team delivery and Automation/Technology teams to ensure client work is delivered accurately, on time and with strong customer service.

• Partner with the onshore resource responsible for maintaining the client relationship and act as the operational delivery contact for assigned SmartOps clients.

• Own the day-to-day maintenance of client-facing Standard Operating Procedures (SOPs), internal SmartOps operating runbooks, automation requirements, testing feedback and workflow improvement actions for assigned clients.

• Lead identification of automation opportunities for new client projects and continuous improvement of existing project automations.

• In addition to the details listed above and below, you may be required to perform additional duties that are considered within your role and skill level.

RESPONSIBILITIES:

• Manage SmartOps project streams that may include FinOps, RetailOps, retail data administration, AP/AR-related reconciliation and other client operational or financial administration workflows.

• Manages a SmartOps team working across client administrative, financial processing, automation and operational support streams.

• Assigns, prioritises and balances workloads across team members to ensure optimal utilisation, SLA adherence and high-quality customer service.

• Oversees complex administrative workflows, reconciliations, payroll validations, accrual reviews, claims administration, reporting activities and other client support processes.

• Leads identification of automation opportunities for new client projects and continuously improves automations for existing projects.

• Works closely with Automation and Technology teams to design, build, test and refine workflow automations and operational tools.

• Work closely with the onshore resource responsible for maintaining the client relationship, acting as the operational point of contact for day-to-day SmartOps delivery.

• Provide timely operational updates, issue details, process documentation and automation progress feedback to onshore resources and internal onshore teams.

• Ensure client questions or issues shared by onshore resources are investigated and responded to quickly with clear actions, owners and expected timeframes.

• Coordinate with onshore teams before material SOP changes, process changes, automation changes or client communications are finalised.

• Owns the assigned client SOP library, including client-facing SOPs, supporting documentation, process maps, change logs and review cycles.

• Ensures clients have visibility of relevant client-facing SOPs, agreed service processes, escalation pathways, reporting expectations and operational responsibilities.

• Maintains internal SmartOps operating runbooks where required, including detailed staff instructions, automation steps, exception handling procedures, manual fallback steps, quality checks and automation developer notes.

• Prepares or reviews detailed requirements documentation, process maps, step-by-step workflow guides, sample scenarios, exception rules and test cases for automation developers.

• Coordinates User Acceptance Testing (UAT), testing evidence, issue logs and structured feedback loops with automation developers.

• Reviews and approves complex deliverables prior to client or stakeholder distribution.

• Ensures team members provide timely responses and professional communication to clients and internal stakeholders.

• Attends client meetings as required to discuss operational performance, issue resolution, workflow improvements, SOP updates and automation opportunities.

• Identifies delivery, capacity, customer service and utilisation risks and proactively implements mitigation strategies.

• Escalates structured operational, financial, customer service or automation risks to Senior Team Leader or Manager with clear impact analysis.

• Leads onboarding, training, performance management and development discussions for team members.

• Chairs operational review meetings and ensures accountability for open items and performance metrics.

• Bachelor's degree in Business, Finance, Acc

Yêu cầu công việc

• Bachelor's degree in Business, Finance, Accounting, Information Systems, Operations or related field.

• 6+ years experience in structured client operations, financial processing, operational support, automation-enabled service delivery or related roles.

• 3+ years experience managing small teams or project streams.

• Expert Excel capability including advanced reconciliation modelling and reporting frameworks.

• Demonstrated ability to drive structured workflow improvement and automation initiatives.

• Strong ability to document business requirements, workflow steps, SOPs and automation-ready process guides.

• Strong client communication and stakeholder management skills.

• Experience supporting FinOps, RetailOps or similar client operational transformation projects would be advantageous.

• Being well versed in retail data and/or financial reconciliation tasks, including AP/AR-related processes, would be highly valuable in this role.

• Experience working with Automation/Technology teams to translate operational processes into automation-ready requirements, process maps, step-by-step guides and testing documentation.

• Experience with AI agents or agentic workflows is preferred but not required.

• Significant experience in process automation workstreams related to major ERP systems such as SAP, Oracle or Microsoft Dynamics environments.

BENEFITS:

• Dynamic and professional working environment

• 13th and 14th month salary bonus

• 16 days of fully paid annual leave

• 100% gross salary in probation

• 100% statutory insurance

• Days off for Christmas Day (25th December) and Boxing Day (26th December)

• Bao Viet healthcare insurance

• Company trip/ Team Building/ Year End Party

• Annual health check

• Free parking

• Mid-Autumn gift/ Tet gift/ Monthly Happy hour/ Sport Day...

Quyền lợi

• Thưởng: 13th and 14th month salary bonus
• Chăm sóc sức khoẻ: 100% statutory insurance
  Bao Viet healthcare insurance
  Annual health check
• Nghỉ phép có lương: 16 days of fully paid annual leave
  100% gross salary in probation
  Days off for Christmas Day (25th December) and Boxing Day (26th December)
• Hoạt động nhóm: Company trip/ Team Building/ Year End Party
• Xe đưa đón: Free parking
• Khác: Mid-Autumn gift/ Tet gift/ Monthly Happy hour/ Sport Day...