Job Description

Experience

: 8 - 10 Years

Reports To

: CEO / COO

Company Overview

--------------------

CoPoint Data

is a consulting firm that specializes in: Business transformation through

process improvement

and

data insights

Leveraging

AI technologies

and

Microsoft stack reporting tools

Delivering

innovative, measurable-impact solutions

for clients across various industries

Vision:

Transform businesses using AI-driven data insights and Microsoft technology.

Core Values:

Be Purposeful:

Clear thinking, honest communication, ethical conduct

In Partnership:

With team members, clients, and communities

Create Impact:

Value-based solutions, enabling individual success, and driving profitable growth

Role Overview

-----------------



As

Finance Manager

, you will be responsible for the full spectrum of accounting and financial operations in

India and the US

. You will ensure financial accuracy, manage tax compliance, handle vendor and payroll reconciliations, and lead reporting across entities. This role requires strong experience in cross-border finance, working with outsourced CA/CPA partners, and managing dual GAAP (Indian & US).

Key Responsibilities

------------------------

India Accounting & Compliance

Oversee daily accounting functions in accordance with

Indian GAAP

Ensure timely filing of

GST, TDS, PF, ESI, and ROC

compliance Liaise with statutory auditors and CAs for year-end audits and tax assessments Supervise payroll accounting, expense reimbursements, and vendor payments Prepare MIS, cash flow, and fund flow statements for India operations Ensure compliance with RBI/SEZ/Transfer Pricing (if applicable)

US Accounting & Financial Reporting

Manage

bookkeeping and financials under US GAAP

, using tools like QuickBooks or Xero Coordinate with

US CPAs

for tax filings, 1099s, state-specific compliance, and audits Lead month-end close, intercompany reconciliations, and journal entries Maintain AR/AP aging and support US payroll and benefit reconciliations Monitor compliance with

multi-state tax obligations

, WHT, and foreign entity status

Cross-functional Finance Operations

Manage consolidated reporting across geographies Prepare management reports, forecasts, and board presentations Collaborate with HR, Legal, and Operations on financial policy enforcement Support automation and process improvements in finance systems Ensure full documentation for audit and internal controls

Qualifications

------------------



CA, CPA, MBA in Finance, or equivalent professional degree Minimum

5-8 years

experience in full-spectrum finance roles (India & US) Strong command over

Indian statutory compliance

(GST, TDS, PF, ROC) Deep understanding of

US GAAP

,

multi-state tax

, and 1099/WHT filing Experience with

QuickBooks, Zoho Books, or Xero

(India & US setups) Strong proficiency in Excel, financial modeling, and MIS reporting Prior experience in a

cross-border services or SaaS environment

is highly preferred Familiarity with

transfer pricing

and intercompany transactions a plus Excellent communication and coordination skills for working with global teams

Preferred Skills

--------------------



Experience leading finance operations for a

startup or growth-stage company

Exposure to

internal audits

,

SEZ/STPI regulations

, and

repatriation

Experience working with

international stakeholders

, investors, or auditors Strong analytical mindset with attention to detail and risk mitigation

What We Offer

-----------------



Exposure to dual-country finance operations and leadership experience Flexibility with remote/hybrid work Opportunities for professional development and upskilling Competitive compensation aligned with experience * A collaborative, high-trust, and fast-paced work environment