Senior Accountant

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.

Responsibilities

We are seeking a skilled and dedicated senior 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.

Accounting:

•⁠ ⁠Perform monthly closing of financial accounts of clients, ensuring the accurate and timely recording of transactions.

•⁠ ⁠Conduct monthly reconciliations of accounts to ensure accuracy and identify discrepancies.

•⁠ ⁠Handle vendor bill preparation and payment processing to ensure timely and accurate payments.

•⁠ ⁠Post monthly and one-time expenses 

•⁠ ⁠⁠Prepare and submit invoices for approvals

•⁠ ⁠Prepare monthly / quarterly HST data for filing and ensure compliance with HST regulations.

•⁠ ⁠Ensure compliance with accounting principles, standards, and regulations.

•⁠ ⁠Prepare and review financial statements, reports, and records.

•⁠ ⁠Conduct regular audits and resolve discrepancies.

•⁠ ⁠⁠Prepare query sheets after month end closure

•⁠ ⁠⁠Address client queries and provide solutions to any issues

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.

•⁠ ⁠Address client queries and provide solutions to any issues that arise during the transition.

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, accounting and client support.

Qualifications

•⁠ ⁠⁠Bachelor's degree in Accounting, Finance, or a related field.

•⁠ ⁠IPCC Cleared with articleship experience preferred 

•⁠ ⁠⁠Minimum of 2.5 years of experience in Finance and Accounting field.

•⁠ ⁠Proficiency in using Online accounting software including but not limited to Quickbooks, Sage, FreshBooks, Xero, Zoho Books.

•⁠ ⁠A strong understanding of Zoho Books is a plus.

•⁠ ⁠Excellent communication skills, both written and verbal.

•⁠ ⁠Strong analytical and problem-solving skills.

•⁠ ⁠Proficiency in Microsoft Excel, including IF formulas, lookups, and pivot tables.

•⁠ ⁠Excellent attention to detail and accuracy.

•⁠ ⁠Ability to work independently and manage multiple projects within deadline.

•⁠ ⁠Experience in handling data migration projects is a plus.

Timing

Salary Range