Accounts Executive

Job Description

Role overview

The Accounts Executive will handle day-to-day finance operations including registration, billing, inventory-linked accounting, and report generation using Zoho Books and related tools. The role ensures accurate books of accounts, smooth billing workflows, and timely MIS for management.

Key responsibilities

• Manage patient/customer registration data from the billing perspective and ensure accurate linkage with accounting and tax details.
• Create, verify, and post invoices, credit notes, and receipts in Zoho Books; track outstanding payments and follow up where required.
• Handle daily billing activities for consultations, packages, diagnostics, and products, ensuring correct tax application (GST) and payment mode mapping.
• Record and reconcile cash, UPI, card, and bank transactions; perform daily and monthly bank reconciliations in Zoho Books.
• Coordinate with the front office and operations team to ensure inventory movements (purchases, issues, consumption, and sales) are properly captured and accounted.
• Maintain accurate records of accounts payable and receivable, including vendor bills, staff reimbursements, and vendor payments.
• Support preparation of monthly MIS, basic financial reports (collections, revenue by service line, ageing, expense summaries), and other management reports.
• Assist in month-end closing, including ledger scrutiny, adjustment entries, and stock-related reconciliations.
• Coordinate with external accountant/CA for GST, TDS, and other statutory compliance documentation as required.
• Maintain proper documentation and digital filing of invoices, agreements, and supporting documents as per company policy.

Requirements

Required qualifications

• Bachelor’s degree in Commerce, Accounting, Finance, or related field.
• 1 to 3 years of experience in accounts or finance operations, preferably in a clinic, hospital, or service industry.
• Working knowledge of Zoho Books (or similar cloud accounting software) including invoicing, banking, and basic reporting.
• Strong MS Excel/Google Sheets skills for reconciliations and MIS.
• Understanding of basic accounting principles and GST concepts.

Key skills and attributes

• High attention to detail and accuracy in data entry and reconciliations.
• Strong ownership mindset with ability to handle repetitive as well as time-bound tasks.
• Good communication and coordination skills to work with front office, operations, and management.
• Integrity, confidentiality, and professionalism in handling financial information.

Tagged as: accountant job in kerala, accounts and finance, job in kerala