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