The Role
Manage daily accounting in Zoho Books, including invoicing, payments, reconciliations, petty cash, ledgers, financial statements, and expense tracking. Prepare MIS reports, dashboards, and operational analyses; maintain inventory, registers, ERP data, and stock records. Support SOP implementation, process optimization, and ERP migrations while ensuring accounting compliance. Use advanced Excel and basic AI tools to automate workflows and improve data analysis.
Summary Generated by Built In
Key Responsibilities:-
Manage day-to-day accounting using Zoho Books, including invoicing, payments, reconciliations,
and ledger maintenance.
Check and verify daily invoices and send them to Accounts team on time with proper
supporting documents
Handle the physical petty cash and keep proper records of petty cash transactions
Create timely MIS reports and smart dashboards for presenting to Management Team
Support operations by implementing and following Standard Operating Procedures (SOPs).
Ensured inventory of all items is managed and maintained as per pre-defined levels
Oversee regular physical stock checks and ensure relevant reports are submitted on time
Check and manage all Registers being maintained in the organization and ensure all records are upto-date and correct
Supervise the data and report management in ERP and assist in migration based on need
Leverage basic AI tools (e.g., ChatGPT, Excel AI features) for automation, data analysis, and process
optimization
Prepare financial statements, track expenses, and ensure compliance with accounting standards.
Collaborate with teams to generate operational reports and improve workflow efficiency
Requirements
Strong numerical and analytical skills.
Attention to detail and problem-solving ability.
Quick learner with adaptability to tools/tech.
Good communication for cross-team coordination.
Proficiency in Zoho Books (end-to-end usage).
Advanced Excel (pivot tables, VLOOKUP, macros, dashboards). MIS reporting and data analytics.
Basic AI tool usage for productivity.
Understanding of SOP development and execution.
Benefits
As per industry
Skills Required
- Strong numerical and analytical skills
- Attention to detail and problem-solving ability
- Quick learner with adaptability to tools and technology
- Good communication for cross-team coordination
- Proficiency in Zoho Books with end-to-end usage
- Advanced Excel, including pivot tables, VLOOKUP, macros, and dashboards
- MIS reporting and data analytics
- Basic AI tool usage for productivity
- Understanding of SOP development and execution
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The Company
What We Do
Yogini Tradex Private Limited is a Kolkata-based human resources and recruitment agency that helps businesses hire personnel across multiple sectors. It provides HR solutions and recruitment services for clients in areas including accounting, call centres, cement, electronics, FMCG, government, hospitals, insurance, IT hardware, oil and gas, real estate, transport, and sports and fitness. Its services include candidate sourcing, screening, selection, and placement support.
