JOB DESCRIPTIONSenior Accountant – Accounts & Process Management
Location: Palakkad, Kerala
Department: Finance & Accounts
Position: Senior Accountant
Reporting To: Management / Owners
Experience: 5+ years preferred
About the Role
We are looking for a Senior Accountant who can take responsibility for the day-to-day accounting operations across multiple business entities and branches.
Our businesses are currently in a transition from traditional manual bookkeeping to digital accounting systems. We operate multiple entities and branches, with different billing/accounting software being used across the business.
The ideal candidate should therefore be more than someone who can simply enter accounts. We are looking for a person who can bring structure, discipline, accuracy and better reporting systems into the organization.
The candidate will work closely with the existing accounting and office staff and gradually introduce a proper reporting hierarchy, daily routines, documentation standards and internal accounting controls.
Key Responsibilities1. Accounting & Bookkeeping
- Handle and supervise day-to-day accounting activities across multiple entities and branches.
- Ensure timely and accurate recording of:
- Sales
- Purchases
- Receipts
- Payments
- Expenses
- Bank transactions
- Cash transactions
- Journal entries
- Credit notes / debit notes
- Maintain and verify ledgers, vouchers and supporting documents.
- Monitor accounts receivable and payable.
- Conduct regular ledger scrutiny and reconciliation.
- Ensure proper maintenance of manual books during the transition period.
- Identify accounting discrepancies, omissions and unusual transactions.
2. Multi-Entity & Multi-Branch Monitoring
- Monitor accounting activities across multiple business entities and branches.
- Coordinate with branch-level staff and ensure accounting information reaches the central accounts function on time.
- Consolidate information from different billing/accounting software.
- Ensure consistency in accounting practices across entities.
- Maintain clear separation of books, transactions, receivables, payables and expenses between different entities.
3. Digital Transformation & ERP Implementation
The candidate will play an important role in transitioning the organization from manual and fragmented accounting systems to a more integrated digital environment.
Responsibilities include:
- Understand the existing manual accounting process and document the current workflow.
- Understand the different billing/accounting software currently being used.
- Identify duplication, gaps and inefficiencies between systems.
- Develop a structured process for integrating existing data into a single ERP/accounting platform.
- Coordinate with ERP/software vendors during implementation.
- Ensure proper data migration and verification.
- Establish standardized accounting procedures across all entities.
- Train existing staff to follow the new digital processes.
4. Reporting Structure & Staff Management
Our existing staff have traditionally reported directly to the owners. The successful candidate will be expected to gradually introduce a proper reporting structure without creating unnecessary friction within the team.
The candidate should:
- Build a positive working relationship with existing employees.
- Be patient, approachable and respectful while introducing new systems.
- Clearly communicate responsibilities and expectations.
- Establish a proper staff → Senior Accountant → Management reporting structure.
- Conduct regular follow-ups with staff regarding pending work.
- Review staff work and provide constructive corrections.
- Encourage employees to become more accountable for their responsibilities.
- Avoid a confrontational management style while maintaining discipline.
We are specifically looking for someone who can bring people along with the process of change.
5. Daily Accounting Routines & Internal Systems
The candidate will be responsible for establishing practical daily routines that ensure nothing is missed.
This includes developing systems for:
- Daily sales entry verification
- Daily purchase entry verification
- Daily cash reconciliation
- Bank transaction recording
- Receipt and payment tracking
- Outstanding receivable follow-up
- Payable monitoring
- Invoice and voucher filing
- Credit/debit note tracking
- Branch-wise document submission
- Pending-entry monitoring
- Daily / weekly reconciliation
- Proper physical and digital document filing
The candidate should develop checklists and trackers wherever necessary so that accounting activities are not dependent on individual memory.
6. Documentation & Filing
- Establish a standardized filing system for physical and digital documents.
- Ensure invoices, bills, vouchers, receipts and other supporting documents are properly filed.
- Develop naming and folder structures for digital records.
- Ensure documents can be retrieved quickly when required.
- Establish procedures for preventing missing or duplicate documents.
7. Reconciliation & Controls
- Conduct regular bank reconciliation.
- Reconcile customer and supplier ledgers.
- Reconcile billing software with accounting records.
- Identify differences between manual books, billing software and bank records.
- Monitor cash balances and unusual cash movements.
- Verify outstanding balances periodically.
- Establish basic internal controls to minimize accounting errors and leakage.
8. MIS & Management Reporting
Prepare regular reports for management, including:
- Daily / weekly sales summary
- Collection report
- Outstanding receivables
- Payables
- Cash position
- Bank position
- Branch-wise performance
- Entity-wise financial information
- Expense reports
- Stock/accounting discrepancies where applicable
- Pending accounting entries
- Reconciliation status
- Other management reports as required
The candidate should be capable of converting accounting data into information that management can actually use for decision-making.
Basic Skills RequiredAccounting Skills
The candidate should have strong working knowledge of:
- Double-entry bookkeeping
- General ledger
- Accounts payable & receivable
- Bank reconciliation
- Cash book
- Journal entries
- Sales & purchase accounting
- Credit/debit notes
- Trial balance
- Profit & Loss Account
- Balance Sheet
- Outstanding analysis
- Basic financial controls
- GST accounting and compliance
- TDS accounting and compliance
- Month-end closing procedures
Software & Digital Skills
- Strong knowledge of Tally / similar accounting software
- Comfortable working with multiple billing/accounting software
- Good knowledge of MS Excel / Google Sheets
- Ability to work with Excel formulas, filters, sorting, pivot tables and reconciliation sheets
- Comfortable learning new software and digital platforms
- Ability to understand how different systems exchange and structure accounting data
- ERP implementation experience will be an advantage
Management & Process Skills
The candidate should demonstrate:
- Strong organizational skills
- Excellent attention to detail
- Ability to manage multiple entities simultaneously
- Ability to prioritize tasks
- Problem-solving ability
- Process-oriented thinking
- Ability to create checklists and workflows
- Ability to identify gaps in existing systems
- Ability to establish standard operating procedures
- Ability to monitor staff performance without unnecessary confrontation
- Ability to communicate clearly with management and employees
Personal Qualities We Are Looking For
The right candidate should be:
Detail-oriented – Notices discrepancies and does not simply assume that figures are correct.
System-oriented – Looks for ways to create processes rather than repeatedly solving the same problem manually.
Responsible – Takes ownership of the accounts function rather than waiting for instructions for every task.
Patient & People-Friendly – Can work with existing employees who may not initially be comfortable with new reporting structures and technology.
Firm but Respectful – Can maintain discipline while maintaining good relationships with staff.
Tech-Savvy – Willing to learn and implement new accounting software and ERP systems.
Proactive – Identifies problems before management has to point them out.
Confidential & Trustworthy – Understands the sensitivity of financial information and business data.
Analytical – Can look beyond data entry and understand what the numbers are saying.
Key Objective of the Position
The primary objective of this position is to gradually build a structured, reliable and scalable accounting system for the organization.
The successful candidate should help the business move from:
Manual Books + Multiple Software + Owner-Dependent Reporting
to:
Standardized Processes + Digital Accounting + Centralized ERP + Proper Staff Reporting + Reliable Management MIS
The person joining this position will therefore have an important role in building the accounting infrastructure of the organization for the future, rather than merely maintaining the existing books.
Preferred Qualifications
- B.Com / M.Com / CA Inter / CMA Inter or equivalent qualification.
- 5+ years of relevant accounting experience preferred.
- Experience handling multiple branches/entities will be an advantage.
- Experience in wholesale, distribution, retail or trading businesses will be preferred.
- Experience in ERP implementation or accounting-system migration will be a strong advantage.
- Experience supervising junior accounting staff will be preferred.
Performance Expectations
Within the first few months, the candidate should be able to:
- Understand the accounting system of every entity and branch.
- Map the existing manual and digital accounting processes.
- Identify gaps and recurring accounting issues.
- Establish daily accounting routines and checklists.
- Introduce a proper reporting structure.
- Bring existing staff into the new reporting system.
- Establish proper physical and digital filing systems.
- Improve reconciliation and outstanding monitoring.
- Create regular management reports.
- Develop a roadmap for moving towards a single integrated ERP/accounting system.
Ideal Candidate
We are looking for someone who thinks:
“How can I make this accounting system more accurate, organized, transparent and less dependent on individual people?”
rather than someone whose approach is simply:
“Give me the bills and I will enter them.”
Pay: From ₹28,000.00 per month
Work Location: In person
