Bagla Group - Zoho Books Specialist - Financial Operations

About the Job

We are seeking a skilled Zoho Books Specialist (Financial Operations) to manage and optimize our financial operations within the Zoho ecosystem.

The ideal candidate will be responsible for configuring, maintaining, and troubleshooting Zoho Books, ensuring accurate financial reporting, compliance, and seamless integration with other Zoho applications.

Key Responsibilities

- Configure, customize, and maintain Zoho Books to meet business financial requirements.

- Manage the chart of accounts, tax setups, and financial workflows within Zoho Books.

- Ensure timely invoicing, billing, expense tracking, and bank reconciliations.

- Generate and analyze financial reports, P&L statements, balance sheets, and cash flow reports.

- Integrate Zoho Books with other Zoho applications like Zoho Inventory, Zoho Expense, Zoho Payroll, and third-party platforms.

- Monitor accounts payable and receivable, ensuring timely payments and collections.

- Assist in tax compliance, GST/TDS filings, and audit preparation.

- Provide training and support to finance and accounting teams on Zoho Books functionalities.

- Identify system inefficiencies and propose solutions for automation and process improvement.

- Troubleshoot and resolve issues related to transactions, integrations, and financial discrepancies.

Requirements

- Bachelor's degree in Accounting, Finance, Business Administration, or a related field.

- MBA preferred.

- Minimum 2-5 years of hands-on experience with Zoho Books or other accounting software.

- Strong understanding of accounting principles, taxation, and financial reporting.

- Experience in Zoho Finance Suite (Zoho Expense, Zoho Payroll, Zoho Inventory, etc.) is preferred.

- Proficiency in automation, integrations, and API usage within Zoho Books is a plus.

- Strong analytical and problem-solving skills.

- Excellent communication and training skills to guide internal teams.

- Ability to work independently and collaboratively in a fast-paced environment.

Preferred Qualifications

- Zoho Books certification or experience with Zoho One Suite.

- Prior experience in an ERP or financial software implementation role.

- Knowledge of SQL, API integrations, or workflow automation tools.

Benefits

- Competitive salary based on experience.

- Health and wellness benefits, including medical insurance.

- Professional development opportunities, including training and certifications.

- Flexible work environment with opportunities for remote work.

- Career growth in a dynamic and technology-driven workplace.

- Exposure to the latest financial technologies and the entire Zoho ecosystem