Chief Financial Analyst

2 days ago

Madurai, Tamil Nadu, India beBeeAccounting Full time ₹ 5,00,000 - ₹ 7,20,000
Accounting Specialist

About our organization:

We are a company that provides bookkeeping services and automates key business processes using the Zoho suite of applications. We offer customized financial solutions for small and medium-sized businesses across North America.

Responsibilities

Our team seeks an experienced Accounting Specialist to manage client accounting projects and migration projects from other accounting software to Zoho Books. This role is crucial in ensuring a seamless transition for our clients and maintaining the integrity of their financial data.

Key Tasks

  • Perform monthly closing of financial accounts, ensuring accurate and timely recording of transactions.
  • Conduct monthly reconciliations of accounts to ensure accuracy and identify discrepancies.
  • Handle vendor bill preparation and payment processing to ensure timely and accurate payments.
  • Post monthly and one-time expenses.
  • Prepare and submit invoices for approvals.
  • Prepare HST data for filing and ensure compliance with regulations.
  • Ensure compliance with accounting principles, standards, and regulations.
  • Prepare and review financial statements, reports, and records.
  • Conduct regular audits and resolve discrepancies.
  • Prepare query sheets after month-end closure.
  • Address client queries and provide solutions to any issues.

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.
  • Address client queries and provide solutions to any issues that arise during the transition.

Continuous Improvement

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

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