Chartered Accountant

• Manage day-to-day accounting for Indian and US entities using accounting software such as Zoho Books, including accounts payable, accounts receivable, expense classification, accruals, prepayments, and fixed assets.

• Manage day-to-day accounting for Indian and US entities using accounting software such as Zoho Books, including accounts payable, accounts receivable, expense classification, accruals, prepayments, and fixed assets.
• Own the monthly financial close process and ensure completion within seven working days.
• Perform bank reconciliations across all Indian and US bank accounts.
• Manage intercompany transactions, reconciliations, and accounting between the Indian and US entities.
• Maintain accurate financial records and supporting schedules in accordance with applicable accounting standards.
• Manage revenue accounting under ASC 606, including ratable subscription revenue, revenue cycle management (RCM) fees, deferred revenue, and unbilled revenue.

• Own the end-to-end revenue process, ensuring monthly billing is accurate, complete, and delivered on time.

• Own the end-to-end revenue process, ensuring monthly billing is accurate, complete, and delivered on time.
• Reconcile billed revenue against contracted amounts and collections.
• Monitor accounts receivable ageing, follow up on outstanding payments, and support collection efforts.
• Ensure revenue figures reconcile with the general ledger (GL), customer relationship management (CRM) system, and contractual terms.
• Identify and resolve billing discrepancies, revenue recognition issues, and reconciliation gaps.

• Act as the primary finance point of contact for client billing and invoice-related queries.

• Act as the primary finance point of contact for client billing and invoice-related queries.
• Resolve billing issues promptly and communicate clearly with clients, including US-based customers.
• Collaborate with Customer Success on billing changes, disputes, credit notes, and renewals.
• Work closely with Sales, Operations, and HR on financial transactions and business activities affecting the books.
• Establish efficient coordination between finance and other teams to maintain accurate financial records and timely billing.

• Prepare and deliver a monthly management information system (MIS) reporting pack covering the profit and loss statement, balance sheet, cash flow, cash burn, runway, and department-wise expenditure.

• Prepare and deliver a monthly management information system (MIS) reporting pack covering the profit and loss statement, balance sheet, cash flow, cash burn, runway, and department-wise expenditure.
• Track vendor-level and expense-category spending and highlight variances against budgets.
• Provide accurate, reconciled financial information for board presentations, investor updates, and due diligence.
• Support leadership with financial analysis, reporting, and insights for business planning and decision-making.
• Maintain reliable financial reports with minimal manual corrections or rework.

• Manage GST compliance, including monthly or quarterly returns, reconciliation of GSTR-2B, GSTR-3B, and books, input tax credit (ITC), and export refund claims.

• Manage GST compliance, including monthly or quarterly returns, reconciliation of GSTR-2B, GSTR-3B, and books, input tax credit (ITC), and export refund claims.
• Oversee TDS returns and certificates, advance tax payments, and annual income tax filings.
• Coordinate payroll-related statutory compliance, including Provident Fund (PF), Employee State Insurance (ESI), and professional tax, in collaboration with the payroll partner.
• Manage ROC/MCA filings, including MSME Form 1, and coordinate FEMA/RBI reporting requirements.
• Maintain transfer pricing documentation and coordinate with external tax and legal advisors.
• Coordinate statutory and tax audits from preparation through completion, ensuring documentation is accurate and submitted on time.

• Coordinate US federal and state tax filings, Form 1099 reporting, and annual franchise and state filings with the US CPA.

• Coordinate US federal and state tax filings, Form 1099 reporting, and annual franchise and state filings with the US CPA.
• Reconcile US payroll and employee benefits with the payroll service provider.
• Support preparation of US financial statements and coordinate audit or review requirements.
• Ensure accounting records and supporting documentation meet applicable US accounting and compliance requirements.
• Work with external advisors to resolve accounting and tax matters relating to the US entity.

• Maintain a comprehensive compliance calendar covering all Indian and US statutory and tax deadlines.

• Maintain a comprehensive compliance calendar covering all Indian and US statutory and tax deadlines.
• Develop and document standard operating procedures (SOPs), approval workflows, and internal financial controls.
• Maintain clean accounting schedules, reconciliations, supporting documents, and an organised data room.
• Ensure financial records remain audit-ready and prepared for investor due diligence at short notice.
• Identify opportunities to improve accounting processes, reporting accuracy, and operational efficiency.

• Chartered Accountant (CA) qualification.

• Chartered Accountant (CA) qualification.
• 7–10 years of post-qualification experience in accounting, financial close, and compliance.
• Strong knowledge of Indian direct taxation, including income tax and TDS, and indirect taxation, particularly GST.
• Hands-on experience managing the books of an Indian entity alongside a US entity.
• Working knowledge of US GAAP and cross-border accounting.
• Experience with intercompany accounting, transfer pricing, and FEMA requirements.
• Strong understanding of ROC/MCA filings and Indian statutory compliance.
• Experience preparing and managing monthly MIS reports for founders or senior leadership.
• Working knowledge of Zoho Books; experience with QuickBooks, Xero, or Tally is also relevant.
• Advanced Excel skills and strong financial reconciliation capabilities.
• Strong ownership, attention to detail, and the ability to prepare and review financial information while driving issues through to resolution.
• Clear communication skills and the confidence to handle billing queries directly with US clients.

• Experience in a SaaS business or technology startup.

• Experience in a SaaS business or technology startup.
• Familiarity with ASC 606 revenue recognition and SaaS financial metrics.
• Exposure to US healthcare or health technology businesses.
• Experience supporting fundraising, statutory audits, financial reviews, or investor due diligence.
• Experience establishing finance processes, controls, and reporting systems from scratch.

• Complete the monthly close for both Indian and US entities within seven working days.
• Ensure no missed statutory or tax deadlines across India and the US.
• Maintain accurate revenue accounting and ensure billing is completed on time every month.
• Resolve client billing queries within two working days.
• Deliver a reliable monthly MIS pack that leadership can use without significant rework.
• Reconcile all bank and intercompany accounts, with no unresolved items outstanding for more than 30 days.
• Keep books, reconciliations, schedules, and supporting documents ready for investor due diligence at short notice.