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Automate Accounts

Senior Accountant

Posted 4 Days Ago
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Remote
Hiring Remotely in CAN
Senior level
Remote
Hiring Remotely in CAN
Senior level
Manage monthly client accounting in Zoho Books, prepare and review financial statements, perform reconciliations and audits, and lead data migration projects from QuickBooks/Sage/Xero to Zoho Books. Plan and execute migrations (including legacy data), provide up to six months post-migration support, coordinate project teams, document processes, and recommend improvements to migration workflows and reporting.
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This is a remote position.

Senior Accountant (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.



Requirements
Required Skills & Experience
  • Inter Chartered Accountant (CA) OR Master’s/Bachelor’s degree in Accounting & Finance

  • Minimum 2–3 years of professional accounting experience

  • Strong proficiency in online accounting software (Zoho Books preferred)

  • Solid understanding of accounting principles, reconciliations, and financial reporting

  • Advanced Microsoft Excel skills, including: IF formulas, Lookups, Pivot Tables

  • Excellent written and verbal communication skills, including client or business-facing interactions

  • Strong analytical, problem-solving, and attention-to-detail skills

  • Ability to work independently, manage multiple priorities, and meet deadlines

  • Comfortable working in a fast-moving, ownership-driven environment

  • Ability to work EST hours (5:00 AM – 2:00 PM EST) consistently


Nice to Have
  • Strong hands-on experience with Zoho Books

  • Experience in SaaS, fin-tech, accounting firm

  • Experience with data migration projects

  • Advanced Excel skills including: Power Query, Power Pivot

  • Experience in building SQL reports


Work Setup
  • Remote (BYOD): Must have a personal laptop/PC and a stable internet connection

  • Working Hours: EST time zone (5 AM – 2 PM EST)

  • Work Environment: High-autonomy, ownership-heavy, and fast-paced




BenefitsSalary Range
  • ₹5,00,000 – ₹7,50,000 per annum


Benefits
  • Fully remote work with location flexibility

  • Medical insurance benefits (post-confirmation)

  • 24 days of paid time off (PTO)

  • Opportunity to work with a Canadian employer, compliant with international standards

  • Strong focus on professional growth and continuous learning

  • Supportive, collaborative team culture that values ownership and innovation



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