About the role

The core responsibilities for the job include the following:

Bookkeeping and close (India + US):

Own day-to-day accounting for both entities in Zoho Books: AP, AR, expense coding, accruals, prepaids, and fixed assets.
Run a monthly close within 7 working days, with bank reconciliations across all India and US accounts.
Manage intercompany transactions and reconciliations between the Indian and US entities.
Own revenue accounting under ASC 606: ratable subscription revenue, RCM fees, deferred and unbilled revenue.

Revenue ownership:

Own revenue end-to-end, making sure monthly billing is accurate, complete, and on time.
Review billed vs. contracted vs. collected, and track AR aging and collections.
Keep revenue tied out to the GL, CRM, and contract terms.

Client communication and collaboration:

Be the finance point of contact for client billing and invoice queries; resolve them quickly and clearly.
Work closely with the Customer Success team on billing changes, disputes, credits, and renewals.
Partner with sales, operations, and HR on anything that touches the books.

MIS and reporting:

Deliver a monthly MIS pack: P& L, balance sheet, cash flow, burn and runway, and department-wise spend.
Track vendor and category-level spend and flag variances against budget.
Provide accurate, reconciled data for board decks, investor updates, and due diligence.

India compliance:

GST: monthly/quarterly returns, 2B vs 3B vs books reconciliation, ITC, and export refund claims.
TDS returns and certificates, advance tax, and annual income tax filing.
Payroll statutory: PF, ESI, professional tax; coordinate with payroll partner.
ROC/MCA filings (including MSME Form 1), FEMA/RBI reporting, and transfer pricing documentation with external advisors.
Coordinate statutory and tax audits end-to-end.

US compliance:

Coordinate US federal and state tax filings, 1099s, and annual franchise/state filings with the US CPA.
Reconcile US payroll and benefits with the payroll provider.
Support US financial statement preparation and any audit or review.

Controls and process:

Maintain the compliance calendar so no deadline is missed.
Build and document SOPs, approval workflows, and internal controls.
Keep books diligence-ready: clean schedules, supporting documents, and a tidy data room.

What success looks like in 6 months:

Monthly close for both entities delivered within 7 working days, every month.
Zero missed statutory deadlines in India or the US.
Revenue accurate and billed on time every month, with client billing queries resolved within 2 working days.
A reliable MIS pack is used without rework.
All bank and intercompany accounts reconciled with no open items older than 30 days.
Books, schedules, and documents ready for investor due diligence on short notice.

Requirements:

Experience in Zoho Books is preferred.
Chartered Accountant (CA) with 7-10 years of post-qualification experience in accounting, closing, and compliance.
Hands-on ownership of books for a US entity alongside an Indian entity (US GAAP exposure required).
Strong command of Indian direct and indirect taxes: GST, TDS, income tax, and ROC filings.
Experience with cross-border setups: intercompany accounting, transfer pricing, and FEMA.
Has built or run a monthly MIS pack for founders or leadership.
Working knowledge of Zoho Books (or QuickBooks/Xero/Tally) and advanced Excel.
Strong ownership and a get-it-done attitude: hands-on in a lean team, prepares as well as reviews, and drives issues to closure.
Clear, client-facing communication; comfortable handling billing queries directly with US clients.

Good-to-have:

Chartered Accountant