
Chief Financial Specialist
5 days ago
We are a Zoho Partner specializing in automating key business processes using the Zoho suite of applications. Our organization offers customized bookkeeping services, real-time dashboards, and tailored financial reports for small to medium-sized businesses.
Job Overview- Monthly financial account closings must be performed accurately and timely, with all transactions recorded precisely.
- Account reconciliations must be conducted monthly to ensure accuracy and identify discrepancies.
- Vendor bill preparation and payment processing must be handled to ensure timely and accurate payments.
- Monthly and one-time expenses must be posted.
- Invoices for approvals must be prepared and submitted.
- Monthly/HST data for filing must be prepared and HST regulations compliance ensured.
- Accounting principles, standards, and regulations must be adhered to.
- Financial statements, reports, and records must be reviewed and prepared.
- Regular audits must be conducted and discrepancies resolved.
- Query sheets after month-end closure must be prepared.
- Client queries and issues must be addressed and resolved.
- Data migration projects from various accounting software (QuickBooks, Sage, Xero) to Zoho Books must be planned and executed.
- Customized migration strategies tailored to each client's business operations must be developed.
- Livemigration processes must guarantee zero downtime and seamless business operations.
- The secure and thorough transfer of financial data, including legacy data up to 20 years, must be ensured.
- Detailed reconciliation checks must be performed to ensure migrated data accuracy and completeness.
- Data inconsistencies or errors must be identified and resolved.
- Client queries and issues arising during transition must be addressed and resolved.
- Staying updated with the latest developments in Zoho Books and other accounting software is essential.
- Improvements to enhance migration project efficiency and effectiveness must be recommended and implemented.
- Best practices for data migration, accounting, and client support must be contributed to their development.
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