Job description
Client set-up/Client acceptance Business Development: Go to market research on potential clients Background research on client (for code setup purpose only) including Google search on company/ directors/ key personnel Setting up of new client in Mercury OMS and PACE Filling and submitting OMS form OAR approval (i.e. processes and OAR approval for engagements exceeding the specified limit).
Submission of ICD Form and follow up for approvals Engagement acceptance (Filling PACE forms), checking Markups/conflicts. Obtaining clearance from GCSP/CSP/Audit Partner on Channel conflict/allowable services – PE/SEC type of accounts etc. Drafting ELs/SOWs/MSAs/PSMs/Acknowledgement agreements/Fee side letter based on standard templates.
Engagement Life Cycle Managing engagement life cycle in Mercury. Engagement set-up: Setting up engagement code, updating GST details. Verifying PSMs received from EY overseas offices & suggesting changes required as per QRM guidelines on PSMs. Monitoring WIP / AR status – Follow up with engagement team for write off/reversal ERP, WIP & Unbilled OPEs adjustments (w/off, w/up, transfer, etc) as per instructions from client team Closure of Code, follow with Sub code for code closure Subcontracting to other SSLs / issuance of Work order.
Invoicing Raising draft Invoice/final invoice Invoice reversal/re-issue Raising foreign office invoices Verifying SEZ documents for SEZ billing (LOA, SEZ Declaration, Manager email, etc.) Follow up with client/foreign office for collection (wherever mandated) TDS follow-up TDS reconciliation Tax Convention Forms Making overseas payments through OPRS requests (Verifying PSMs, TRC, 10F, etc.)
BRET compliance (submissions and timely renewals) Compliance with Procurement process in case any third-party services are procured EY IMD and GEAR Creation of EYI-MD workspace (only for new codes) and basic documents upload Uploading ELs on GEAR Preparation of Reports Daily/monthly Reports preparation & analysing Preparing weekly reports like Cost Analysis MIS and Actual vs Budgeted Weekly tracking of BU – Revenue, Utilization, AR & WIP for the respective locations