Financial Records Specialist

Company: Numera Location: Onsite - I, Alpha, IT City, International, 36, Chandigarh International Airport Road, Sector 83, JLPL Industrial Area, Sahibzada Ajit Singh Nagar, Punjab - 140306 Role: Accountant Qualification: Degree in Accounting or Finance |Relevant certification (e.G., CMA or CPA, CA, with experience) will be preferred Experience: 5+ years Reporting To: Controller Who we are: Numera is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit, Numera helps organizations unlock growth, navigate complexity, and drive long-term success.

What is the role: This position is embedded within myStartUp CFO , a respected CPA & Accounting Services firm under the Numera umbrella. We are seeking a dedicated and detail-oriented Controller to oversee general accounting operations by controlling and verifying financial transactions. A successful candidate will demonstrate strong analytical skills and a thorough knowledge of accounting principles to analyze financial reports and forecasts effectively.

The ideal candidate is dynamic, committed, and experienced in collaborating with or managing a team of bookkeepers. The role also involves ensuring accuracy and effectiveness in all accounting tasks. What you would do: ● Verify, allocate, post, and reconcile accounts ● Produce error-free accounting reports and present their results ● Analyze financial information and summarize financial status ● Spot errors and suggest ways to improve efficiency and spending ● Review and recommend modifications to accounting systems and procedures ● Manage accounting assistants and bookkeepers ● Prepare financial statements ● Assist with tax audits and tax returns ● Plan, assign, and review staff’s work ● Support the month-end and year-end close process ● Develop and document business processes to maintain and strengthen internal controls ● Ensure compliance with US GAAP principles ● Liaise with our Financial Controllers to improve financial procedures Delivery management: ● Proven experience as an accountant. ● Thorough knowledge of basic accounting procedures ● In-depth understanding of US Generally Accepted Accounting Principles (USGAAP) ● Experience with general ledger functions and the month-end/year-end close process ● Hands-on experience with accounting software packages, like Xero and QuickBooks ● Advanced MS Excel skills, including VLOOKUPs and pivot tables ● Accuracy and attention to detail ● Aptitude for numbers and quantitative skills Skills and Qualifications: ● Degree in Accounting or Finance ● Relevant certification (e.G., CMA or CPA) will be preferred. ● General computer skills (MS Word, MS Excel, Outlook, etc.) ● Accounting tools: Should be familiar with accounting software packages, like Xero, QuickBooks ● Strong communication and presentation skills ● Must be able to demonstrate multitasking capacity ● Capability to thrive in a fast-paced, team-oriented environment ● Must be highly organized in document management with strong attention to detail and the ability to work independently. ● Must be responsible, reliable, a great team player, and positive under any circumstance Here’s some bonus stuff: ● Schedule: Monday–Friday ● Benefits: Health insurance, holidays, paid leave, and professional development support.

This role is more than a seat at the table—it’s a chance to help build the table. If you’re ready to bring energy, ownership, and vision for a growing firm, we want to hear from you. Life is short - work someplace awesome!

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