CA/Client Accounting Consultant For US Software Company (Remote)

Job description

Roles and Responsibilities -

Versa Cloud is actively looking for an expert Client Accounting Consultant to assist our clients in bookkeeping and business operations using the VersaCloud ERP system.

In addition to this role, you will assist with Customer support, product development, quality assurance, consulting, and ERP implementation. And play a critical role in the software-side enhancement of the ERP platform and support the sales and marketing team to help its clients maximize their use and benefits of the system.

As a consultant, you will be supporting clients with their bookkeeping needs and helping ensure they have reliable and precise financial reports and expertise in best practices for inventory-based accounting. You will utilize your knowledge of financial data, helping businesses make data-driven decisions.

A devoted bookkeeper is essential for this role, but we're also seeking someone who is excited to help out with other tasks in our ERP company when they're not working on client accounting.

Work Mode: WFH

KRAs:

Client-facing bookkeeping & consulting

• Become a trusted advisor to customers and provide support to clients for their accounting needs.
• Assist the customer with bank and credit card statements/reconciliations, as well as other payments from Shopify to ERP, are reconciled.
• Advise clients on inventory cost calculations, inventory records, and cost of goods sold (COGS).
• Assisting customers in troubleshooting workflow errors and process-related issues that lead to inaccurate financial data.
• Promote best financial practices with clients and offer ways in which they can use their ERP to increase productivity.
• You work with data to provide analysis and insights to the clients so they can make informed business decisions
• Assisting customers with Importing Financial Data to move from their existing system to Versa Cloud ERP during implementation.
• For some clients, primarily on a monthly basis, help with reporting on expenses and setting general ledgers.

• You will collaborate with different teams within the ERP company, including:

Customer Support & Training:

• Help resolve client support queries regarding ERP accounting and financial workflows.
• Contributing to the Knowledge base consisting of written articles/ video tutorials around ERP implementation, feature walkthroughs, and financial workflows.
• Assist in developing training plans and materials to improve client onboarding.

Sales Support:

• Support the sales team in responding to questions from prospects by email or in sales presentations specifically around accounting and financial functionality in the ERP.

Marketing & Content Development:

• Working/ Consulting with the marketing team in creating accounting- and finance-related content for the website, blog posts, social media, and marketing videos.
• Participate directly in the development of financial content that is relevant to the industry, to establish the ERP as a superior accounting and business management solution.
• Collaborate with the product marketing team to explore opportunities to enhance the ERP system in response to client feedback iteratively.

Development of Products:

• Assist in the prioritization of feature enhancements related to financial and accounting transactions, as well as contributing to the requirements gathering process for new product capabilities.
• Help to test product updates to ensure they properly reflect the intended financial workflows before they are released.

Implementation of ERP, as well as Quality Control:

• Help clients with the data migration to ERP cloud, set up the ERP system (especially general ledger and financial reporting), and train end users.
• Support the ERP implementation team.
• Create training plans and carry out end-user training sessions to ensure user adoption of the ERP.
• Test and validate financial workflows for accurate system performance.

Requirements:

• A successful track record as a Bookkeeper, Accounting Consultant, or a similar role working directly with clients
• Robust Knowledge of double-entry accounting & inventory-based accounting principles
• Strong organizational and attention-to-detail skills, able to train and support clients.
• Excellent problem-solving, analytical, and client communication skills.
• Competence to work closely with various teams and participate in non-bookkeeping projects.
• Associate's degree(preferred) in Accounting, Finance, or related field
• Have knowledge of Excel and/or Google Sheets.
• Willing to be an individual contributor and also be a part of a dynamic team.
• Willingness to take on multiple responsibilities as needed

Competitive Advantage Skills:

• Familiarity with accounting software (QuickBooks, Xero, or Sage) ande-commerce platforms (Shopify, Amazon Seller Central, eBay, etc.)
• Familiarity with ERPs like NetSuite or Acumatica is a plus; QuickBooks, ZOHO, Odoo.
• Experience with payment processors (e.g., PayPal, Stripe, Square, etc.) and US taxesDesired Candidate Profile

Key Requirements: The ideal candidate will be organized, disciplined, and have strong marketing experience.

1. Educational: CA/CPA/CFA

2. Mandatory Professional: Must have 2 to 6 years of experience in accounting for a software company.

3. Mandatory Skills: Excellent English communication & good written skills

Other Required Skills:

• Willing to be an individual contributor and also be a part of a dynamic team.
• Willingness to take on multiple responsibilities as needed

Perks and Benefits

What We Offer:

• Employment: Direct consultant of a Portland, USA-based Business Software Company
• Work Week- 5 Days working, fixed Saturday and Sunday Off
• Salary- Base salary
• Timing-6 pm Evening to 3 am Morning
• Joining Time- Immediate
• India Off - Gurgaon/ Remote Work / Work from Anywhere across India
• Positive work environment within global teams

Why Join Us?

The Bookkeeper plays a key role; this position is a great opportunity for someone ready to go beyond being a bookkeeper. You will have the opportunity to work with clients directly while also assisting them with their critical business functions. In addition to this, you have the opportunity to be involved with sales, marketing, product development, customer support, and ERP implementation. We are looking for people who are flexible, intellectually curious, and excited to work cross-functionally. If you are a financial whiz who thrives in solving problems, consulting, and wearing many hats across different teams, we want you to apply!

Key Skills:

• Accounting
• Accounting Software
• Account Management
• Account
• Xero
• Accounting Operations
• NetSuite
• QuickBooks
• SAGE
• Accounts Payable
• Product Testing
• Feature testing
• Knowledge Base Article

Role: Finance & Accounting - Other

Industry Type: IT Services & Consulting

Department: Finance & Accounting

Employment Type: Full Time, Permanent

Role Category: Finance & Accounting - Other

Education

UG: Any Graduate

PG: CA in CA, ICWA (CMA) in Any Specialization