Chief Financial Strategist

1 day ago

Nashik, Maharashtra, India beBeeAccountant Full time ₹ 5,00,000 - ₹ 7,20,000
Senior Financial Operations Manager

About Our Company:

We are a professional services firm specializing in automating key business processes using the Zoho suite of applications. Our services include bespoke financial management, real-time analytics, and custom reports tailored for small and medium-sized businesses across North America.

Job Description:

We seek a skilled Senior Financial Operations Manager to oversee client financial projects and migration projects from other financial software to Zoho Books.

Main Responsibilities:

  • 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.
  • 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 financial principles, standards, and regulations.
  • Review financial statements, reports, and records.
  • Conduct regular audits and resolve discrepancies.
  • Prepare query sheets after month end closure.

Migration Projects:

  • Plan and execute data migration projects from various financial software to Zoho Books.
  • Develop customized migration strategies tailored to each client's business operations.
  • Ensure zero downtime during live migration processes.
  • Guarantee secure and thorough transfer of financial data.
  • Perform detailed reconciliation checks to ensure accuracy and completeness of migrated data.
  • Address client queries and provide solutions to issues that arise during transition.

Continuous Improvement:

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

Required Skills and Qualifications:

We require a Bachelor's degree in Accounting, Finance, or a related field, IPCC Cleared with articleship experience preferred. Minimum 3 years of experience in finance and accounting is necessary, along with proficiency in online financial software including QuickBooks, Sage, FreshBooks, Xero, and Zoho Books. Strong analytical and problem-solving skills are essential, as well as excellent communication and attention to detail.

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