US Accounts Executive

About the Company

Calpion is a Dallas-based technology organization with 18 years of experience, delivering AI-led solutions, custom machine learning and deep learning models, enterprise application development and support, RPA services, cloud offerings, Salesforce consulting, and tailored invoice management products. The company also provides bot-assisted medical billing services. Its healthcare solution includes a Salesforce-based practice management and billing platform with automated patient statements and a payment portal.

The organization is SOC-certified and HIPAA-compliant. Its capabilities include certified deep learning and machine learning specialists, experience supporting Fortune 500 enterprises with large-scale applications, remote CAD drawing and drafting services, 2D and 3D modeling support, and partnerships with Microsoft, Amazon, SAP, HP, Worksoft, Micro Focus, Tricentis, and UiPath. Calpion serves industries such as healthcare, logistics, supply chain, biotechnology, hospitality, manufacturing, and airlines.

Work Environment and Culture

Calpion describes its workplace as energetic, growth-oriented, and collaborative. The company emphasizes continuous learning, innovation, problem-solving, and a positive mindset. It also highlights a supportive and inclusive environment that values employee well-being, work-life balance, and professional development. Its culture is guided by six values: Agile, Collaborative, Innovative, Fun, Inclusive, and Passionate.

Role Overview

This position is for a US Accounts Executive reporting to the Team Leader. The role involves preparing financial information for management, analyzing accounting data, maintaining accurate records of assets, liabilities, and capital accounts, and recording financial transactions. The position is based in Bengaluru/Bangalore, follows a night shift schedule from 06:30 PM to 03:30 AM, and is a full-time office-based role.

Key Responsibilities

• Manage accounts receivable activities, including monthly and quarterly billing, payment posting, and tracking aging balances.
• Communicate with clients to support revenue collection for the company.
• Follow up with clients daily and weekly through fax, phone calls, email, and mail as needed.
• Work toward resolving overdue balances and handling related issues effectively.
• Use accounting platforms such as QuickBooks, WaveApps, Fathom, MYOB, Xero, and Tally.
• Handle accounts payable tasks, including tracking vendor invoices, aging status, and payroll processing.
• Review aged unpaid invoices every month and investigate the underlying causes of delays.
• Perform quality checks on invoices entered according to the approved process.
• Reconcile vendor statements and respond to vendor queries.
• Monitor company liabilities and release payments within deadlines.
• Prepare quarterly profitability reports for U.S. entities.
• Reconcile income ledger and expense ledger accounts.
• Support taxation work, including knowledge of U.S. federal, state, and unemployment taxes.
• Prepare monthly profit and loss statements and balance sheets.
• Ensure tax calculations and payments are completed on time.
• Assist with internal and statutory audits.
• Track costs and department-wise monthly expenses.
• Share daily, weekly, and monthly reports with management.

Skills and Knowledge Needed

• Strong accounting and bookkeeping knowledge.
• Hands-on experience with U.S. accounting and tax processes.
• Ability to work with accounting software such as QuickBooks and Bill.com.
• Familiarity with accounts receivable and accounts payable workflows.
• Understanding of financial reporting, reconciliations, and ledger management.
• Exposure to U.S. taxation concepts.
• Good communication and client follow-up skills.
• Ability to manage deadlines and work in a night-shift schedule.
• Problem-solving and analytical thinking.

Additional Information

Qualification required: Any degree.

Experience required: 4 to 9 years overall, with at least 2 years in U.S. accounting and taxation.

Desired advantage: Finance certification is considered a plus.

Work mode: Work from office.

Shift: 06:30 PM to 03:30 AM, night shift.

Employment type: Full-time.