CAAS Operations Coordinator-I

About Clark Schaefer Hackett India

Clark Schaefer Hackett Shared Services Private Limited (“CSH India”) was established in 2021. The office collaborates closely with teams and Clients in USA and provides professional services and client deliverables. Professionals in the India office benefit from exposure to international standards and practices, while pursuing career growth within the India entity’s framework and culture.

About Clark Schaefer Hackett

Clark Schaefer Hackett & Co. (“CSH”) is a leading Accounting and Advisory firm in the United States, founded in 1938 and consistently ranked among the Top 75 firms nationally. CSH provides a full range of services including Tax, Audit & Assurance, and Advisory Services. With more than 500 professionals, CSH operates a network of 10 offices across the U.S., along with an established office in Mumbai, India.

About Client Accounting & Advisory Services (CAAS) Group

The Client Accounting & Advisory Services (CAAS) group provides clients with comprehensive accounting support and advisory solutions. Covering service lines such as Accounting & Advisory, Outsourced Accounting, Managed Services, and Payroll. The team helps streamline financial operations, ensure compliance, and deliver actionable insights. By functioning as an extension of the client’s finance department, CAAS enables businesses to focus on growth while benefiting from reliable reporting, efficient processes, and strategic guidance.

Position Summary / Objective

The “CAAS Operations Coordinator I” will provide administrative support across all CAAS service lines. This role assists engagement teams with internal and client-related tasks and activities and may involve client-facing interactions as well as chargeable functions.

This position offers a unique opportunity to gain valuable exposure to U.S. operations and standards, offering insight into international best practices while enhancing your global professional profile.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Provide administrative support to the CAAS Service Line leadership.
• Determine readiness of clients for scheduling purposes in collaboration with service line team leads.
• Support set up of Engagement binders.
• Manage engagement statuses in the firm’s workflow management system.
• Monthly reporting for team capacity and utilization.
• Collaborate with service line team leads scheduling needs.
• Partner with Client Management Team in maintaining data in PE and CCH Workflow for job set up purposes.
• Ensure proper set up of PE jobs / Workflow tasks.
• Ensure all appropriate jobs are in PE and tasks are in CCH Workflow.
• Create and maintain client deliverables with appropriate due dates in CCH Workflow.
  
  

Requirements / Competencies

• Bachelor’s degree in accounting, Business Administration, or related field
• Minimum 1-2 years of experience in administrative or operations support role
• Work Experience in India offices of US-based professional services firms is highly desirable.
• Strong English communication skills (verbal, written, and interpersonal)
• Excellent organizational and time management abilities; detail-oriented
• Analytical mindset with capacity to handle reporting and workflow data
• Proficiency in Microsoft Office (especially Excel) and workflow systems (e.g., CCH, PE)
• Professional, proactive, and dependable with a positive attitude
• Ability to work independently and collaboratively in a team environment.
  
  

Working Conditions

• Works in assigned office area, and hybrid
• Office Location – Goregaon East, Mumbai
• Workdays/Timings – Monday to Friday (12:00 noon-9:00 pm IST) - Will work beyond normal working hours and on weekends when necessary.
  
  

Our Mission & Commitment to People

Our mission is to better the lives of our clients, people, and communities. And we endeavor to fulfill it in a number of ways; by creating remarkable relationships with clients and co-workers; by maximizing our employees’ career opportunities through coaching, mentoring, leadership training, and a wide range of learning and development opportunities; and by donating our time, talent, and funds to the communities where we live and work.

We are committed to providing equal opportunity to all classes protected by central, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunities include, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination.

Our employment objective is to select associates who meet high standards of personality, character, and occupational qualifications, who can carry on our work competently, have capacity for growth and will become a vital part of our organization.

This job description is not an exhaustive list of all job functions or responsibilities that may be required for this position. You may be required to perform additional job duties, as assigned. CSH reserves the right to revise this job description at any time and in its sole discretion.