Experience: 8 - 10 Years Reports To: CEO / COO
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CoPoint Data is a consulting firm that specializes in:
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Business transformation through process improvement and data insights
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Leveraging AI technologies and Microsoft stack reporting tools
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Delivering innovative, measurable-impact solutions for clients across various industries
Vision:
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Transform businesses using AI-driven data insights and Microsoft technology.
Core Values:
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Be Purposeful: Clear thinking, honest communication, ethical conduct
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In Partnership: With team members, clients, and communities
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Create Impact: Value-based solutions, enabling individual success, and driving profitable growth
As Finance Manager, you will be responsible for the full spectrum of accounting and financial operations in India and the US. You will ensure financial accuracy, manage tax compliance, handle vendor and payroll reconciliations, and lead reporting across entities. This role requires strong experience in cross-border finance, working with outsourced CA/CPA partners, and managing dual GAAP (Indian & US).
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Oversee daily accounting functions in accordance with Indian GAAP
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Ensure timely filing of GST, TDS, PF, ESI, and ROC compliance
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Liaise with statutory auditors and CAs for year-end audits and tax assessments
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Supervise payroll accounting, expense reimbursements, and vendor payments
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Prepare MIS, cash flow, and fund flow statements for India operations
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Ensure compliance with RBI/SEZ/Transfer Pricing (if applicable)
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Manage bookkeeping and financials under US GAAP, using tools like QuickBooks or Xero
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Coordinate with US CPAs for tax filings, 1099s, state-specific compliance, and audits
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Lead month-end close, intercompany reconciliations, and journal entries
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Maintain AR/AP aging and support US payroll and benefit reconciliations
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Monitor compliance with multi-state tax obligations, WHT, and foreign entity status
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Manage consolidated reporting across geographies
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Prepare management reports, forecasts, and board presentations
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Collaborate with HR, Legal, and Operations on financial policy enforcement
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Support automation and process improvements in finance systems
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Ensure full documentation for audit and internal controls
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CA, CPA, MBA in Finance, or equivalent professional degree
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Minimum 5–8 years experience in full-spectrum finance roles (India & US)
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Strong command over Indian statutory compliance (GST, TDS, PF, ROC)
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Deep understanding of US GAAP, multi-state tax, and 1099/WHT filing
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Experience with QuickBooks, Zoho Books, or Xero (India & US setups)
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Strong proficiency in Excel, financial modeling, and MIS reporting
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Prior experience in a cross-border services or SaaS environment is highly preferred
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Familiarity with transfer pricing and intercompany transactions a plus
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Excellent communication and coordination skills for working with global teams
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Experience leading finance operations for a startup or growth-stage company
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Exposure to internal audits, SEZ/STPI regulations, and repatriation
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Experience working with international stakeholders, investors, or auditors
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Strong analytical mindset with attention to detail and risk mitigation
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Exposure to dual-country finance operations and leadership experience
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Flexibility with remote/hybrid work
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Opportunities for professional development and upskilling
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Competitive compensation aligned with experience
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A collaborative, high-trust, and fast-paced work environment
