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ATMS

Zoho CRM Specialist

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  • Posted 2 months ago

Job Description

About US

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, Regulatory Compliance. We are committed to delivering value-driven advisory services that support long-term business growth and compliance for our clients across sectors.

Job Summary

We are looking for a skilled Accountant with 3-4 years of professional experience and working knowledge of Zoho CRM. The candidate will manage day-to-day accounting operations while supporting sales and customer data management through Zoho CRM to ensure accurate financial tracking and seamless integration between accounting and sales teams.

Requirement

Location - Thane Wagle estate

Experience - 3-4 years

Qualification - B.COM,M.COM,BAF MBA Finance

Key Responsibilities

  • Maintain accurate financial records including accounts payable and receivable.
  • Reconcile bank statements, ledgers, and financial reports.
  • Collaborate with the sales team to align financial data with customer information in Zoho CRM.
  • Monitor and track sales transactions, invoicing, and collections using Zoho CRM data.
  • Generate financial and sales reports for management review.
  • Assist in budgeting, forecasting, and financial analysis.
  • Support audit activities by providing relevant documentation and reports.
  • Ensure compliance with tax regulations and timely filing of returns.
  • Utilize Zoho CRM to maintain customer billing and payment records

Required Skills

  • Bachelor's degree in Accounting, Finance, or related field.
  • 3-4 years of accounting experience.
  • Hands-on experience with Zoho CRM for managing customer and sales data.
  • Strong understanding of accounting principles and financial reporting.
  • Proficient in MS Excel and accounting software.
  • Good analytical skills and attention to detail.
  • Effective communication and collaboration skills

Preferred

  • Experience with other Zoho apps (Zoho Books, Zoho Inventory) is a plus.
  • Professional certification (CA Inter, CPA, CMA) is an advantage

Skills: crm,zoho crm,accounting,compliance,zoho

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About Company

Job ID: 127092751