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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing accounting activities for technology and ecommerce clients, with a strong focus on automation and process improvement. Proficient in QuickBooks Online, NetSuite, and Microsoft Office Suite, particularly Excel, while effectively mentoring team members and managing multiple client priorities.
Highest-signal resume keywords
QuickBooks Online ProficiencyNetSuite ProficiencyProject Management SkillsAccounting Technology AutomationClient Workflow Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting Systems KnowledgeMonth-End Close CoordinationReconciliation AccuracyError Diagnosis and ResolutionProcess Documentation
Soft Skills
Excellent Communication SkillsTeam-OrientedFlexibleIndependent Work CapabilityAbility to Manage Competing Priorities
Tools & Technologies
Microsoft Office SuiteExcelAdobe AcrobatRampBill.comGusto
Industry Keywords
EcommerceTechnology ClientsFast-Growth StartupsAccounting AutomationRemote Team Environment
About the role
Key responsibilities & impact- Serve as a primary point of contact for a portfolio of technology and ecommerce clients.
- Own and coordinate weekly accounting activities and month-end close, ensuring reconciliations are completed accurately and on time by the engagement team.
- Complete initial reviews of team work and meet with clients to walk through monthly reporting.
- Review client current and future state, diagnose errors, and recommend fixes for both prior periods and going forward.
- Document processes and maintain strong working knowledge of accounting systems and their integrations.
- Support and mentor junior and offshore team members as part of a knowledge-sharing team.
- Identify opportunities to improve client workflows through automation and better tooling.
Requirements
What you’ll need- Adept with modern accounting technology and how it is used to automate close and reporting.
- Proficient with QuickBooks Online and NetSuite. Experience with Ramp, Bill.com, Gusto preferred.
- Experience serving technology, ecommerce, or fast-growth startup clients preferred.
- Strong project management mindset with the ability to manage multiple clients with consistency.
- Able to work independently, manage competing priorities, and hit deadlines.
- Comfortable and effective working in a distributed, remote team environment.
- Proficient in the Microsoft Office Suite, with strong Excel and Adobe Acrobat skills.
- Excellent written and verbal communication skills.
- Team-oriented and flexible.
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
