Senior Accountant

This is a remote position.

Senior Accountant (Remote) - Automate Accounts

About Us:
Automate Accounts is a Zoho Premium Partner specializing in automating key business processes using the Zoho suite of applications. We offer bespoke bookkeeping services, real-time dashboards, and custom reports tailored for small and medium-sized businesses across North America. Join our dynamic team and help us deliver exceptional service to our clients.

Job Description:

We are seeking a skilled and dedicated Financial Accountant to manage our client accounting projects and migration projects from other accounting software to Zoho Books. This role is pivotal in ensuring a seamless transition for our clients and maintaining the integrity of their financial data.

Key Responsibilities:

Accounting Management:

- Manage and oversee monthly client accounting operations within Zoho Books.
- Ensure compliance with accounting principles, standards, and regulations.
- Prepare and review financial statements, reports, and records.
- Conduct regular audits and resolve discrepancies.
- Perform detailed reconciliation checks to ensure accuracy and completeness of financial data.

Migration Projects:

- Plan and execute data migration projects from various accounting software (QuickBooks, Sage, Xero) to Zoho Books.
- Develop customized migration strategies tailored to each client's business operations.
- Ensure zero downtime and seamless business operations during live migration processes.
- Guarantee secure and thorough transfer of financial data, including legacy data up to 20 years.
- Perform detailed reconciliation checks to ensure accuracy and completeness of migrated data.
- Identify and resolve any data inconsistencies or errors.
- Offer up to 6 months of post-migration support to ensure clients are fully proficient and comfortable with the new system.
- Address client queries and provide solutions to any issues that arise during the transition.

Project Management:

- Coordinate with internal teams to ensure timely completion of migration and accounting projects.
- Monitor project progress and report on key metrics.
- Maintain detailed documentation of migration processes and procedures.

Continuous Improvement:

- Stay updated with the latest developments in Zoho Books and other accounting software.
- Recommend and implement improvements to enhance the efficiency and effectiveness of migration projects.
- Contribute to the development of best practices for data migration and client support.

Requirements

Required Skills & Experience
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Inter Chartered Accountant (CA) OR Master’s/Bachelor’s degree in Accounting & Finance

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Minimum 2–3 years of professional accounting experience

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Strong proficiency in online accounting software (Zoho Books preferred)

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Solid understanding of accounting principles, reconciliations, and financial reporting

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Advanced Microsoft Excel skills, including: IF formulas, Lookups, Pivot Tables

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Excellent written and verbal communication skills , including client or business-facing interactions

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Strong analytical, problem-solving, and attention-to-detail skills

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Ability to work independently , manage multiple priorities, and meet deadlines

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Comfortable working in a fast-moving, ownership-driven environment

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Ability to work EST hours (5:00 AM – 2:00 PM EST) consistently

Nice to Have
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Strong hands-on experience with Zoho Books

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Experience in SaaS, fin-tech, accounting firm

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Experience with data migration projects

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Advanced Excel skills including: Power Query, Power Pivot

- Experience in building SQL reports

Work Setup
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Remote (BYOD): Must have a personal laptop/PC and a stable internet connection

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Working Hours: EST time zone (5 AM – 2 PM EST)

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Work Environment: High-autonomy, ownership-heavy, and fast-paced

Benefits

Salary Range - ₹5,00,000 – ₹7,50,000 per annum

Benefits
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Fully remote work with location flexibility

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Medical insurance ben