Sr. Accountant
1 month ago
A Senior Accountant (Zoho Books) is a professional who specializes in assisting businesses with the implementation, optimization, and maintenance of Zoho Books, an online accounting software designed for small and medium-sized enterprises (SMEs). Their primary responsibility is to ensure that Zoho Books is effectively utilized to meet the specific accounting and financial management needs of the client organization. Here's a detailed job description for a Zoho Books Consultant:
1. Implementation:
- Assess the accounting and financial requirements of client businesses and recommend appropriate configurations within Zoho Books.
- Lead the implementation process by setting up accounts, chart of accounts, tax settings, bank integrations, and other relevant features.
- Provide training to client staff on how to use Zoho Books for day-to-day accounting tasks effectively.
- Customize Zoho Books to align with the unique workflow and business processes of the client.
- Configure automation features such as recurring invoices, payment reminders, and bank feeds to streamline financial operations.
- Optimize settings to improve efficiency, accuracy, and compliance with accounting standards and regulations
- Integrate Zoho Books with other business systems such as CRM software, inventory management systems, and payment gateways to ensure seamless data flow.
- Troubleshoot integration issues and collaborate with technical teams to resolve them effectively.
- Develop custom reports and dashboards in Zoho Books to provide insights into the financial performance of the business.
- Assist clients in interpreting financial data and making informed decisions based on analysis and trends.
- Provide ongoing support to clients by addressing inquiries, troubleshooting issues, and resolving technical challenges related to Zoho Books.
- Stay updated with new features, updates, and best practices in Zoho Books and communicate them to clients.
- Act as a trusted advisor to clients, offering recommendations and strategies to improve financial processes, efficiency, and profitability.
- Conduct periodic reviews of Zoho Books usage to identify areas for improvement and optimization.
Requirements
Qualifications / Skills:
- GST Return Knowledge
- TDS Return Knowledge
- Knowledge on Zoho Books will be an added advantage.
- Good verbal and written communication skills (English)
- Good Analytical skill
- Familiarity with office software and phone systems
Education, Experience:
- Bachelor's/Master's degree in accounting, finance, or a related field.
- Within 3-5 years of experience in the same profile
Candidate’s Profile:
- Education: B.Com Graduate Degree
- Experience: 3-5 Years and above (preferred), Industry: Export (Preferred)
- Communication Skills: English (Written & Spoken): Advanced; Hindi (Spoken): Advanced
- Age: within 25-30 Years
- Gender: Male/Female
Benefits
- Recognition of Outstanding Performance
- Performance Incentives
- Mobile
- Laptop
- Statutory benefits
- Calendar Holidays/ CL/ PL
- PL Encashment
- Quarter-Day Leave Policy
- Participation in Company Sponsored Events
- Hybrid Work Culture
Requirements
Bachelor's degree in business administration, communications, or a related field preferred. Proven experience in administrative support roles, with a track record of effectively managing multiple tasks and priorities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office productivity tools. Excellent written and verbal communication skills, with strong attention to detail and accuracy. Exceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment. Discretion and confidentiality in handling sensitive information and correspondence. Strong interpersonal skills, with the ability to interact professionally with individuals at all levels within and outside the organization. Flexibility and adaptability to changing priorities and evolving business needs. Previous experience in event planning, travel coordination, or project management is a plus.
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