Admin & Accountant

Xcel Accounting

Position Overview

We are seeking a detail-oriented and proactive Admin & Accountant to join Xcel Accounting as a mid-level professional. This role combines financial management with operational excellence, serving as a key contributor to our firm’s financial health, compliance, and resource optimization. The ideal candidate will bring proven accounting expertise alongside a genuine interest in AI and automation, with the ability to identify opportunities where technology can enhance our processes and productivity.

Experience Level

3 -7 years in accounting or operations

Employment Type

Full-time

Reporting To

Management Team

Key ResponsibilitiesAccounts & Financial Management

- Manage Xcel’s general ledger, accounts payable, and accounts receivable using Xero
- Prepare and reconcile monthly financial statements, bank reconciliations, and subsidiary ledgers
- Process invoices, expenses, and payments while ensuring compliance with internal controls and policies
- Monitor cash flow, prepare cash forecasts, and flag potential issues early
- Support year-end audit preparation and external reporting requirements
- Maintain financial documentation and ensure accuracy and timeliness of records

Operations & Resource Management

- Oversee timesheet collection and validation via Karbon and other time-tracking systems
- Track actual spending against budget, prepare variance analyses, and present findings to management
- Assist with resource allocation planning, forecasting, and optimization across projects and departments
- Monitor utilization rates and provide insights for capacity planning
- Coordinate with operations team to resolve scheduling, allocation, or billing issues
- Generate routine operations reports (budget performance, utilization, pipeline metrics) on a defined cadence

Systems & Process Improvement





- Maintain proficiency in Xero and Karbon; proactively identify automation and efficiency opportunities
- Explore AI and automation tools that can streamline accounting, reporting, and operations workflows
- Document processes and create standard operating procedures for team consistency
- Collaborate with leadership to implement system improvements and measure impact

Required QualificationsExperience & Education

- 3 - 7 years of accounting, bookkeeping, or operations experience in a professional services or similarly complex environment
- Bachelor's degree in Accounting, Finance, Business, or equivalent professional experience
- Proficiency in cloud-based accounting software (Xero, QuickBooks, or similar)

Core Competencies

- Strong accounting and bookkeeping fundamentals; comfortable with reconciliations, GL analysis, and month-end close
- Financial acumen with the ability to interpret P&Ls;, understand cost structure, and identify trends
- Excellent Excel skills; experience with data analysis, pivot tables, and formula-driven reporting
- Detail-oriented with a bias toward accuracy; strong internal controls mindset
- Strong organizational and time-management skills; ability to juggle multiple priorities and meet deadlines
- Clear written and verbal communication; ability to explain financial concepts and operations data to non-financial stakeholders
- Proactive problem-solver with a "bias to action" mindset; comfortable working independently and flagging issues early

Desirable Qualifications

- Inter CA/CPA/CMA,



or other relevant skilled accounting certification
- Experience in professional services, consulting, or client-facing accounting roles
- Familiarity with Karbon, Kantata, or other professional services automation platforms
- Exposure to workflow automation, AI tools (e.g., ChatGPT, Make, Zapier), or business process optimization

AI & Automation Interest

As a forward-thinking firm, we are actively exploring how AI and automation can enhance our accounting and operations capabilities. While deep technical expertise is not required, we are seeking a candidate who:

- Has a genuine curiosity about emerging technologies and their practical applications in accounting
- Is willing to explore tools like AI-powered reconciliation, automated reporting, or intelligent document processing
- Understands the potential benefits and risks of automation in financial controls and data security
- Can articulate ideas about process improvements and evaluate new tools collaboratively with the team

What We Offer

- Competitive salary and comprehensive benefits package
- Opportunity to work with modern cloud-based accounting and project management tools
- Collaborative, growth-oriented culture with access to continuous learning and professional development
- Exposure to strategic initiatives and opportunity to influence operational and financial decision-making
- Role in shaping how Xcel adopts AI and automation to improve our efficiency and service delivery

Pay: ₹30,000.00 - ₹35,000.00 per month

Application Question(s):

- Have you done CA inter; CMA inter or MBA finance?

Experience:

- timesheet: 3 years (Required)
- Xero: 3 years (Required)
- admin & operation : 3 years (Required)
- AI: 3 years (Required)
- US/UK accounting: 3 years (Required)
- VAT: 3 years (Required)

Work Location: Remote

📌 Admin & Accountant (India)
🏢 IndiThinkk
📍 India