Job Details

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