Client Accounting Services (CAS) Senior

Job Summary

We are seeking a Client Accounting Services (CAS) Senior to join the accounting team in our Mumbai office. We are seeking someone who thrives in a growing environment and provides clients with exceptional services.

Responsibilities

1. Lead with impact: Oversee and support CAS staff while preparing, reviewing, and analyzing GAAP and tax basis financial statements. Communicate results directly to business owners, giving them the financial clarity they need to make smarter decisions.
2. Be the problem solver: Tackle and troubleshoot complex issues across bank and credit card reconciliations, journal entries, and general ledger accounts.
3. Own the details that matter: Manage fixed asset registers, accrual schedules, prepaid assets, debt schedules, and other balance sheet accounts with precision.
4. Play a key role in audits: Prepare month and year-end schedules and provide external auditors with everything they need to move quickly and efficiently.
5. Bring order to chaos: Lead special clean-up projects and implement streamlined processes to make reporting sharper, faster, and more reliable.
6. Turn data into strategy: Analyze results, spot trends, and provide recommendations that influence client growth.
7. Be the go-to expert: Handle client billings, prepare financial statement footnotes, and take charge of monthly/annual filings, including 1099s, property tax, and sales tax.
8. Shape client success from the start: Support onboarding by developing dashboards, KPIs, and financial reports that help new clients hit the ground running.
9. Act as a trusted advisor to clients: Provide guidance beyond the numbers through insights, recommendations, and strategic support to help clients achieve their business and financial goals.
10. AP & AR Management That Makes a Difference: Lead accounts payable and receivable functions across multiple clients, ensuring accuracy, efficiency, and compliance. Review detailed reconciliations, troubleshoot system challenges, and deliver polished reports that tie seamlessly to the general ledger. Provide oversight that keeps financial operations running smoothly so clients can focus on what they do best – growing their business.

Basic Qualifications

We are looking for a seasoned professional with 4-8 years of relevant experience who thrives in a fast-paced, client-focused environment. You will succeed in this role if you bring:

1. Exceptional organizational and time management skills to stay on top of multiple priorities and deadlines.
2. Proficiency in Excel (pivot tables, VLOOKUP, and more) with the ability to use data to solve problems and create insights.
3. Hands-on experience with accounting systems like Sage Intacct, Oracle NetSuite, QuickBooks Online/Desktop, Bill.com, and Expensify (bonus points if you have worked across several platforms).
4. Sharp attention to detail and a commitment to producing highly accurate work.
5. The ability to balance multiple tasks, manage deadlines, and keep projects moving forward under pressure.
6. Strong analytical thinking and problem-solving abilities to troubleshoot and resolve complex accounting issues.
7. Excellent written and verbal communication skills, with the ability to explain financial concepts clearly to clients and teammates.
8. Sound judgment and the confidence to know when to make decisions independently and when to escalate issues.
9. A collaborative spirit – you are comfortable working as part of a team but equally confident taking ownership of your work.

Office Information

1. Office Location: Goregaon East, Mumbai
2. Work Schedule: 5 days a week (Monday to Friday)
3. Office Hours: 12:00 PM to 9:00 PM IST