Accounts/Administration Assistant

Admin & Accountant

Position Overview

We are seeking a detail-oriented and proactive Admin & Accountant to join Xcel Accounting as a mid-level professional. This role combines financial management with operational excellence, serving as a key contributor to our firm’s financial health, compliance, and resource optimization. The ideal candidate will bring proven accounting expertise alongside a genuine interest in AI and automation, with the ability to identify opportunities where technology can enhance our processes and productivity.

Experience Level

3 -7 years in accounting or operations

Employment Type

Full-time

Reporting To

Management Team

Key ResponsibilitiesAccounts & Financial Management

• Manage Xcel’s general ledger, accounts payable, and accounts receivable using Xero
• Prepare and reconcile monthly financial statements, bank reconciliations, and subsidiary ledgers
• Process invoices, expenses, and payments while ensuring compliance with internal controls and policies
• Monitor cash flow, prepare cash forecasts, and flag potential issues early
• Support year-end audit preparation and external reporting requirements
• Maintain financial documentation and ensure accuracy and timeliness of records

Operations & Resource Management

• Oversee timesheet collection and validation via Karbon and other time-tracking systems
• Track actual spending against budget, prepare variance analyses, and present findings to management
• Assist with resource allocation planning, forecasting, and optimization across projects and departments
• Monitor utilization rates and provide insights for capacity planning
• Coordinate with operations team to resolve scheduling, allocation, or billing issues
• Generate routine operations reports (budget performance, utilization, pipeline metrics) on a defined cadence

Systems & Process Improvement

• Maintain proficiency in Xero and Karbon; proactively identify automation and efficiency opportunities
• Explore AI and automation tools that can streamline accounting, reporting, and operations workflows
• Document processes and create standard operating procedures for team consistency
• Collaborate with leadership to implement system improvements and measure impact

Required QualificationsExperience & Education

• 3 - 7 years of accounting, bookkeeping, or operations experience in a professional services or similarly complex environment
• Bachelor’s degree in Accounting, Finance, Business, or equivalent professional experience
• Proficiency in cloud-based accounting software (Xero, QuickBooks, or similar)

Core Competencies

• Strong accounting and bookkeeping fundamentals; comfortable with reconciliations, GL analysis, and month-end close
• Financial acumen with the ability to interpret P&Ls, understand cost structure, and identify trends
• Excellent Excel skills; experience with data analysis, pivot tables, and formula-driven reporting
• Detail-oriented with a bias toward accuracy; strong internal controls mindset
• Strong organizational and time-management skills; ability to juggle multiple priorities and meet deadlines
• Clear written and verbal communication; ability to explain financial concepts and operations data to non-financial stakeholders
• Proactive problem-solver with a “bias to action” mindset; comfortable working independently and flagging issues early

Desirable Qualifications

• Inter CA/CPA/CMA, or other relevant professional accounting certification
• Experience in professional services, consulting, or client-facing accounting roles
• Familiarity with Karbon, Kantata, or other professional services automation platforms
• Exposure to workflow automation, AI tools (e.g., ChatGPT, Make, Zapier), or business process optimization

AI & Automation Interest

As a forward-thinking firm, we are actively exploring how AI and automation can enhance our accounting and operations capabilities. While deep technical expertise is not required, we are seeking a candidate who:

• Has a genuine curiosity about emerging technologies and their practical applications in accounting
• Is willing to explore tools like AI-powered reconciliation, automated reporting, or intelligent document processing
• Understands the potential benefits and risks of automation in financial controls and data security
• Can articulate ideas about process improvements and evaluate new tools collaboratively with the team

What We Offer

• Competitive salary and comprehensive benefits package
• Opportunity to work with modern cloud-based accounting and project management tools
• Collaborative, growth-oriented culture with access to continuous learning and professional development
• Exposure to strategic initiatives and opportunity to influence operational and financial decision-making
• Role in shaping how Xcel adopts AI and automation to improve our efficiency and service delivery

How to Apply

Interested candidates should submit:

• Resume highlighting relevant accounting and operations experience
• Cover letter describing interest in the role and thoughts on AI’s role in accounting
• Contact information and professional references

Pay: ₹8,528.33 - ₹33,088.07 per month

Work Location: Remote