Support the implementation of new accounting technology through leading practice setup for accounting processes
Provide initial accounting related services and cleanup services to our clients as needed before transition to recurring team for ongoing services including reconciling balance sheet accounts, creating reconciliation schedules, and producing financial statements for next level review
Partner with project managers to identify project risks and issues and work together to collaboratively develop and articulate mitigation strategies
Provide team with basic support to accomplish client deliverables
Prepare internal documentation for recurring services team upon project transition
Proactively communicate status of work, ask timely questions, and seek clarity from lead on client engagement when needed to keep work progressing
Answer accounting and software questions, escalating as needed
Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
Respond to questions/concerns from team members and clients (internal and/or external)
Execute on defined processes and procedures and share ideas or recommendations for improvements
Promptly communicate roadblocks and inefficiencies as they arise
Maintain and expand knowledge base of accounting principles and practices
Apply learning from one client engagement to the next and share learning with fellow team members where relevant
Invest in your professional development individually and through participation in firm wide learning and development programs
Requirements
Bachelor’s degree in accounting or related field preferred. Experience in lieu of a degree may be accepted
Five (5) years of experience in accounting, bookkeeping, or related field desired
Professional services experience a plus
Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations
Ability to communicate effectively and work with client resources from lower level to C-suite
Demonstrate a commitment to quality for completion of projects in a timely manner
Excellent analytic skills and the ability to develop processes and methodologies
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed
Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
Strong adaptability and multi-tasking skills
Ability to learn new technology and processes quickly
Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
Experience in QuickBooks Online, Sage Intacct, BILL, Ramp a plus
Experience and knowledge working within MS Office Suite
Benefits
Enjoy friendships, social activities and team outings that encourage a work-life balance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
effective communicationcommitment to qualityorganization skillstime managementadaptabilitymulti-taskingproactive communicationcollaborationproblem-solvingprofessional development