Senior Accountant

Senior Accountant Role (Remote) - Automate Accounts

About Us

Automate Accounts is a Zoho Premium Partner specializing in automating key business processes using the Zoho suite of applications. We offer bespoke bookkeeping services, real-time dashboards, and custom reports tailored for small and medium-sized businesses across North America. Join our dynamic team and help us deliver exceptional service to our clients.

Job Description:

We are seeking a skilled and dedicated Financial Accountant to manage our 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.

Key Responsibilities:

Accounting Management:

- Manage and oversee monthly client accounting operations within Zoho Books.

- Ensure compliance with accounting principles, standards, and regulations.

- Prepare and review financial statements, reports, and records.

- Conduct regular audits and resolve discrepancies.

- Perform detailed reconciliation checks to ensure accuracy and completeness of financial data.

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.

- Offer up to 6 months of post-migration support to ensure clients are fully proficient and comfortable with the new system.

- Address client queries and provide solutions to any issues that arise during the transition.

Project Management:

- Coordinate with internal teams to ensure timely completion of migration and accounting projects.

- Monitor project progress and report on key metrics.

- Maintain detailed documentation of migration processes and procedures.

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 and client support.

RequirementsRequired Skills & Experience

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• Inter Chartered Accountant (CA) OR Master’s/Bachelor’s degree in Accounting & Finance
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• Minimum 2–3 years of professional accounting experience
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• Strong proficiency in online accounting software (Zoho Books preferred)
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• Solid understanding of accounting principles, reconciliations, and financial reporting
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• Advanced Microsoft Excel skills, including: IF formulas, Lookups, Pivot Tables
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• Excellent written and verbal communication skills, including client or business-facing interactions
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• Strong analytical, problem-solving, and attention-to-detail skills
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• Ability to work independently, manage multiple priorities, and meet deadlines
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• Comfortable working in a fast-moving, ownership-driven environment
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• Ability to work EST hours (5:00 AM – 2:00 PM EST) consistently
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Nice to Have

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• Strong hands-on experience with Zoho Books
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• Experience in SaaS, fin-tech, accounting firm
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• Experience with data migration projects
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• Advanced Excel skills including: Power Query, Power Pivot
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• Experience in building SQL reports
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Work Setup

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• Remote (BYOD): Must have a personal laptop/PC and a stable internet connection
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• Working Hours: EST time zone (5 AM – 2 PM EST)
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• Work Environment: High-autonomy, ownership-heavy, and fast-paced
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Benefits

Salary Range

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• ₹5,00,000 – ₹7,50,000 per annum
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Benefits

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• Fully remote work with location flexibility
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• Medical insurance benefits (post-confirmation)
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• 24 days of paid time off (PTO)
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• Opportunity to work with a Canadian employer, compliant with international standards
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• Strong focus on professional growth and continuous learning
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• Supportive, collaborative team culture that values ownership and innovation
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