Chartered Accountant

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:

• SaaS or tech start-up background; familiarity with ASC 606 and SaaS metrics.
• US healthcare or healthtech exposure.
• Has been through a fundraise, audit, or investor due diligence.
• Experience setting up controls and processes from scratch.