Financial Project Manager

About Us:

We specialize in automating business processes using the Zoho suite of applications. Our goal is to provide bespoke bookkeeping services, real-time dashboards, and custom reports tailored for small and medium-sized businesses.

Responsibilities:

We are seeking a skilled and dedicated senior accountant to manage 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.

Accounting:

• Perform monthly closing of financial accounts of clients, 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 monthly/quarterly HST data for filing and ensure compliance with HST 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 the efficiency and effectiveness of migration projects.
• Contribute to the development of best practices for data migration, accounting, and client support.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• IPCC Cleared with articleship experience preferred.
• Minimum of 3 years of experience in Finance and Accounting field.
• Proficiency in using online accounting software including QuickBooks, Sage, FreshBooks, Xero, Zoho Books.
• A strong understanding of Zoho Books is a plus.
• Excellent communication skills, both written and verbal.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel, including IF formulas, lookups, and pivot tables.
• Excellent attention to detail and accuracy.
• Ability to work independently and manage multiple projects within deadline.
• Experience in handling data migration projects is a plus.

We are looking for a highly skilled senior accountant who has a proven track record in managing client accounting projects and migration projects from other accounting software to Zoho Books.

You will be responsible for performing monthly closing of financial accounts, conducting monthly reconciliations, handling vendor bill preparation and payment processing, and preparing and submitting invoices for approvals.

In addition, you will plan and execute data migration projects, develop customized migration strategies, and ensure zero downtime and seamless business operations during live migration processes.

You will also 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, and contribute to the development of best practices for data migration, accounting, and client support.

We require a Bachelor's degree in Accounting, Finance, or a related field, IPCC Cleared with articleship experience preferred, minimum of 3 years of experience in Finance and Accounting field, proficiency in using online accounting software including QuickBooks, Sage, FreshBooks, Xero, Zoho Books, and excellent communication skills, both written and verbal.