Senior Accountant

Senior Accountant Role (Remote) - Automate Accounts
About Us
Automate Accounts is a Zoho 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 (Quick Books, 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

Benefits
Salary Range    ₹6,00,000 – ₹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