Senior Associate - US Accounting Transition & Managed Services

Baker Tilly; Bengaluru; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

Baker Tilly in Bengaluru, India seeks an experienced accounting professional to lead client transition and onboarding activities for outsourced accounting engagements.

You will review processes, manage opening balances and COA mapping, support data migration, establish close calendars, and coordinate with US teams to ensure a smooth handoff to steady-state delivery.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 5+ years of accounting experience in managed services or outsourced accounting.
• Experience supporting client transition and onboarding in managed services.
• Knowledge of month-end close, journal entries, accruals, reconciliations, AP/AR.

Responsibilities

• Execute accounting transition and onboarding activities for new clients.
• Review current-state accounting processes, opening balances, and close activities.
• Support data migration, including COA mapping and opening balance validation.
• Establish client accounting routines, close calendars, and reporting requirements.
• Collaborate with US teams to ensure onboarding handoff to steady-state delivery.
• Apply standard accounting practices across GL, journals, accruals, AP/AR, and cash.
• Document repeatable processes and closing standards.

Skills

Month-end close

Journal entries

Reconciliations

Financial reporting

Data migration

Education

Bachelor's degree in accounting, finance, or related field

Tools

QuickBooks Online

NetSuite

Sage Intacct

Job description

Role & responsibilities:

• Execute accounting transition and onboarding activities for new AFS clients, focused on speed, accuracy, quality, and consistency
• Review current-state accounting processes, opening balances, chart of accounts, close activities, reconciliations, reporting requirements, and key operational dependencies
• Support accounting data migration and conversion activities, including chart of accounts mapping, opening balance validation, and reconciliation of migrated data
• Establish client accounting routines, close calendars, recurring activities, reporting requirements, and transition documentation aligned with defined playbooks
• Support transition testing, accounting readiness validation, issue resolution, and go-live preparation
• Apply standard accounting practices across general ledger, journal entries, accruals, month-end close, reconciliations, AP, AR, cash, and financial reporting.
• Establish and document repeatable client accounting processes, SOPs, close calendars, reconciliation standards, and reporting deliverables.
• Validate accounting operational readiness and ensure transition gaps, exceptions, and unresolved items are documented and escalated.
• Operate across QuickBooks Online, NetSuite, Sage Intacct, and support accounting system setup, data migration, and chart of accounts mapping.
• Partner with US transition and managed services teams to resolve dependencies and ensure successful onboarding and handoff to steady-state delivery.

Qualification:

• Bachelor's degree in accounting, Finance, or related field; CPA, CA, CMA, or equivalent certification preferred.
• 5+ years of accounting experience in managed services, outsourced accounting, or finance operations.
• Experience supporting client transition and onboarding within a managed services or outsourced accounting model.
• Strong knowledge of month-end close, journal entries, accruals, reconciliations, AP, AR, cash management, and financial reporting.
• Working knowledge of QuickBooks Online, NetSuite, Sage Intacct, and accounting data migration activities.