Zoho Finance & Implementation Specialist

Location: Borivali, Mumbai

Work Mode: Fully In office + Client Visits as Required

Experience: 5-7 Years

Qualification: B.Com / M.Com / CA Inter

Compensation: ₹6-7 LPA + Variable Pay

Reporting To: Founder

About the Role
We are looking for an experienced Zoho Finance & Implementation Specialist with strong hands-on expertise in Zoho Books / Zoho Finance and a strong background in accounting, taxation, finance operations, implementation, and client management.
The role involves managing the complete client lifecycle - from understanding business requirements and designing the right Zoho solution to implementation, training, Go-Live support, outsourced accounting, compliance, MIS, data migration, and ongoing support.

Key Responsibilities

Zoho Consulting & Implementation
Conduct Business Requirement Studies (BRS) and understand client processes, requirements, and pain points.
Map requirements to the most suitable Zoho products and solutions.
Plan and execute end-to-end Zoho implementations, including configuration, workflows,



automation, roles, permissions, reporting, testing, UAT, and Go-Live.
Conduct client meetings, solution presentations, product demonstrations, and pre-sales discussions.
Conduct Zoho training, workshops, and knowledge-transfer sessions.
Provide Go-Live and post-Go-Live support, troubleshooting, optimization, and client assistance.

Accounting, Compliance & MIS
Manage/supervise 100% outsourced accounting and finance operations using Zoho Finance.
Handle/review bookkeeping, AP, AR, bank reconciliation, journals, ledgers, month-end closing, and financial reporting.
Majorly supervise GST and Income Tax compliance, with independent handling whenever required.
Prepare and review MIS, management reports, dashboards, and financial analysis.

Data Migration
Manage migration of historical accounting data from Tally, QuickBooks, Marg, Miracle, Xero, and other accounting software to Zoho Finance.
Handle data clean

📌 Zoho Finance (Mumbai)
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📍 Mumbai