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Business Process Improvement Specialist

3 weeks ago

Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 7,20,000
Job Title: Financial Operations Manager

We are seeking a seasoned Financial Operations Manager to oversee client accounting projects and ensure seamless data migration from existing accounting software to Zoho Books.

About Us:
We specialize in automating business processes using the Zoho suite of applications, offering bespoke bookkeeping services, real-time dashboards, and custom reports tailored for small and medium-sized businesses across North America.

Key Responsibilities:
  • Perform monthly closing of financial accounts, ensuring accurate and timely recording of transactions.
  • Conduct monthly reconciliations of accounts to guarantee 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 adherence to 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.

Requirements:
  • 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 but not limited to 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.