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Senior Accountant

Role overview

Qualifications

  • Inter Chartered Accountant (CA) OR Master’s/Bachelor’s degree in Accounting Finance
  • Minimum 2–3 years of professional accounting experience
  • Strong proficiency in online accounting software (Zoho Books preferred)
  • Solid understanding of accounting principles, reconciliations, and financial reporting

Responsibilities

  • Manage and oversee monthly client accounting operations within Zoho Books
  • Plan and execute data migration projects from various accounting software to Zoho Books
  • Coordinate with internal teams to ensure timely completion of migration and accounting projects
  • Stay updated with the latest developments in Zoho Books and other accounting software

Key facts

Other skills

  • Microsoft Excel
  • Analytical Skills
  • Communication
  • Problem Solving
  • Detail Oriented
  • Time Management

About the company

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Automate Accounts

Company details

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Job description

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

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

  • Minimum 2–3 years of professional accounting experience

  • Strong proficiency in online accounting software (Zoho Books preferred)

  • Solid understanding of accounting principles, reconciliations, and financial reporting

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

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

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

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

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

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



Nice to Have

  • Strong hands-on experience with Zoho Books

  • Experience in SaaS, fin-tech, accounting firm

  • Experience with data migration projects

  • Advanced Excel skills including: Power Query, Power Pivot

  • Experience in building SQL reports



Work Setup

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

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

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




Benefits

Salary Range

  • ₹5,00,000 – ₹7,50,000 per annum



Benefits

  • Fully remote work with location flexibility

  • Medical insurance benefits (post-confirmation)

  • 24 days of paid time off (PTO)

  • Opportunity to work with a Canadian employer, compliant with international standards

  • Strong focus on professional growth and continuous learning

  • Supportive, collaborative team culture that values ownership and innovation



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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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