
Accounts Manager
1 day ago
Role & responsibilities We are looking for a highly organized and detail-oriented professional to take ownership of onboarding new clients and designing processes for complex bookkeeping and accounting work. The role requires hands-on expertise in Xero (primary) and QuickBooks, along with the ability to communicate clearly and professionally in fluent English with international clients.
Preferred candidate profile
- Client Onboarding Manage the end-to-end onboarding process, including system setup, data migration, and client training.
- System & Process Setup Configure and optimize Xero / QuickBooks environments (bank feeds, chart of accounts, rules, automation, reporting).
- Policy Rollout & Tracking – Implement accounting policies, SOPs, and best practices across client portfolios; monitor adherence and update policies when required.
- Cashflow & Budgeting – Build and maintain accurate forecasts and budgets; provide insights to clients for financial planning.
- Month-End & Year-End – Lead the close process including reconciliations, ledger reviews, variance analysis, adjustments, and year-end audit support.
- Process Documentation – Create, update, and maintain SOPs, trackers, and checklists to ensure consistent and scalable operations.
- Collaboration – Work closely with internal pods/teams to assign responsibilities, ensure smooth workflow execution, and provide quality outputs.
- Client Interaction – Communicate directly with clients to explain processes, reports, and policies in clear professional English.
- Continuous Improvement – Identify gaps, recommend automation, and enhance efficiency in client onboarding and accounting operations.
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