Accountant

A. Company Overview

Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine's Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune's inaugural list of the 300 Most Innovative Companies.

Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.

B. About Your Role

We are seeking a highly skilled Associate - Outsourced Accountant to join our Outsourced Services team. In this role, you will be responsible for overseeing end-to-end accounting operations, financial reporting, and client relationship management, driving operational excellence, client satisfaction, and process efficiency across multiple client accounts.

If you are passionate about accounting, financial reporting, and providing exceptional outsourced services, and you thrive in a dynamic, collaborative, and growth-oriented environment where innovation, teamwork, and continuous learning are pivotal to success, we would be delighted to hear from you.

The ideal candidate will be proactive, detail-oriented, and analytical, with a strong commitment to teamwork and the ability to embrace challenges. You will be someone who takes the initiative, consistently strives for excellence, and is eager to contribute to the success and growth of our organization.

C. Key Responsibilities

Accounting & Financial Operations

• Manage end-to-end accounting operations across multiple client accounts, including Accounts Payable (AP), Accounts Receivable (AR), journal entries, and payroll journals.
• Oversee month-end and year-end closing processes, ensure timely and accurate financial reporting in line with client deadlines.
• Prepare and review financial statements including Profit and Loss (P&L), Balance Sheet, and Cash Flow Statements in accordance with GAAP, IFRS, or relevant local accounting standards.
• Execute regular bank reconciliations, process bank transactions, and apply credit memos across AP and AR accounts to ensure effective cash management.

Financial Analysis & Reporting

• Monitor and report on aging of AR and AP ledgers to optimize working capital and support timely collections and payments.
• Coordinate with internal teams and external partners to ensure accurate payroll processing, AP/AR management, and tax filings.

Client Engagement & Relationship Management

• Build and maintain strong client relationships through clear communication, proactive updates, and timely resolution of accounting-related queries.
• Ensure high levels of client satisfaction and retention through consistent delivery of quality service and responsiveness.

Process Improvement & Team Development

• Identify and implement automation or workflow improvements to enhance accuracy, efficiency, and scalability in accounting operations.
• Mentor and support accounting team members to maintain service quality and foster skill development.

Audit & Compliance Support

• Support internal and external audit processes by coordinating with auditors and preparing necessary financial documentation.

Ensure compliance with accounting policies, client-specific requirements, and applicable regulatory standards.

D. Required Qualifications & Experience

Education:

• Highly preferred professional accounting certifications such as CA, CPA, CMA, or equivalent qualifications.

Experience:

• Minimum 3-5 years of professional experience in outsourced accounting roles.

Essential Technical Skills:

• Solid understanding and proven practical application of US GAAP accounting standards and methodologies.
• Working knowledge of QBO, Xero, Bill.com, Yardi, Net-suite, Intacct, Expensify & Concur is preferable.
• Exceptional analytical, problem-solving, organizational, and multitasking skills.
• Exceptional proficiency in written and verbal english communication, enabling clear and effective collaboration with U.S.-based teams and stakeholders.
• Proven ability to work independently, prioritize tasks efficiently, and adhere strictly to deadlines.

E. Benefits & Perks

• Health Insurance for you and your dependents including parents
• Provident Fund
• 3 % Fixed CTC Budget for Learning Opportunities
• Market Leading Leave Policy
• Paid Holidays per Calendar Year
• Employee Recognition & Rewards
• One of the best cultures of benevolent meritocracy

F. Job Details

• Title: Associate - Outsourced Accountant
• Annual Compensation: As per Industry Standard
• Work Schedule: Office
• Nature: Full time
• Shift: 9-hour shift between 5 PM – 5 AM IST
• Location: Delhi, India