OnlyExperts

Accounting Manager

• Assist with onboarding new clients, ensuring proper data entry of legal documents such as leases and loans.
• Lead or participate in virtual meetings with team members and clients via Zoom to support onboarding.
• Perform software-related tasks during the onboarding process, including configuring integrations and ensuring data accuracy.
• Conduct thorough reviews of client contracts, identifying discrepancies, ensuring compliance, and mitigating risk.
• Draft and revise contracts to meet the company’s standards and the clients’ needs.
• Work closely with the legal and sales teams to ensure contracts align with business objectives.
• Assist clients in setting up, managing, and troubleshooting QuickBooks-related issues.
• Provide guidance on how to effectively use QuickBooks in conjunction with the company's software.
• Address customer queries and assist in resolving technical issues involving QuickBooks integration.

Contracts Specialist, Paralegal, Accounting Experience

Financial Planning and Analysis

• **Key Responsibilities:**
• - **Financial Planning and Budgeting:**
• - Lead the annual budgeting process, collaborating with department heads to develop budgets aligned with the company’s strategic objectives.
• - Prepare, analyze, and review monthly, quarterly, and annual financial forecasts.
• - Develop and maintain financial models to support planning and forecasting processes.
• - **Financial Analysis:**
• - Analyze financial performance, including variance analysis against budgets and forecasts.
• - Provide insights into key business drivers and trends, identifying risks and opportunities.
• - Prepare financial reports and presentations for senior management, including analysis of key performance indicators (KPIs).
• - **Strategic Support:**
• - Support strategic planning initiatives by providing financial insights and scenario modeling.
• - Evaluate potential business opportunities, including mergers, acquisitions, and investments.
• - Partner with business units to assess financial implications of strategic initiatives.
• - **Operational Efficiency:**
• - Identify areas for cost reduction and operational efficiency improvements.
• - Develop and monitor performance metrics to enhance financial and operational decision-making.
• - Collaborate with cross-functional teams to drive process improvements and enhance financial reporting.
• - **Stakeholder Communication:**
• - Present financial information and insights to the executive team, board of directors, and other stakeholders.
• - Serve as a key point of contact for finance-related inquiries from internal and external stakeholders.
• - **Compliance and Risk Management:**
• - Ensure compliance with financial regulations, accounting standards, and internal policies.
• - Assist in the preparation of financial statements and other regulatory filings.
• - Identify and manage financial risks, implementing strategies to mitigate potential impacts.

Financial Planning and Analysis Manager – Lithium/Chemical

Accountant

• Prepare and analyze monthly, quarterly, and annual financial statements.
• Ensure compliance with New Zealand GAAP and US GAAP in financial reporting.
• Provide variance analysis and explanations for budget vs. actual results.
• Develop and maintain financial dashboards and reports for senior management.
• Lead the annual budgeting process, working closely with department heads.
• Prepare rolling forecasts to provide updated financial outlooks.
• Assist in the preparation of long-term financial plans and strategies.
• Analyze and report on cost drivers and cost-saving opportunities.
• Monitor and manage overhead costs, ensuring efficiency and effectiveness.
• Conduct profitability analysis for products, services, and business segments.
• Conduct financial analysis on key performance indicators (KPIs) and business metrics.
• Provide recommendations for improving financial performance and profitability.
• Assist in the development of business cases for capital investments and new projects.
• Ensure compliance with New Zealand tax laws and regulations.
• Prepare and file tax returns in New Zealand, ensuring accuracy and timeliness.
• Stay updated on changes in tax legislation and advise management on their implications.
• Ensure compliance with financial regulations and standards, including New Zealand GAAP and US GAAP.
• Implement and maintain strong internal controls over financial reporting.
• Support external and internal audits, providing necessary documentation and explanations.
• Act as a financial advisor to business units, providing insights and support for decision-making.
• Collaborate with cross-functional teams to drive financial performance improvements.
• Present financial information to senior management in a clear and concise manner.
• Identify opportunities for automation and process improvements within the finance function.
• Lead or participate in the implementation of new financial systems and tools.
• Ensure accurate and timely data entry and financial record-keeping.

Management Accountant – New Zealand, US GAAP

• Oversee all accounting functions, including GL management, monthly and annual closings, and financial reconciliations.
• Prepare and review accurate financial statements, management reports, and forecasts in compliance with IFRS and/or local GAAP standards.
• Analyze financial performance, providing insights and identifying opportunities for financial improvement.
• Lead and coordinate the budgeting and forecasting processes, collaborating with finance and other departments.
• Monitor budget performance and recommend adjustments to align with organizational goals.
• Ensure compliance with European financial regulations, VAT requirements, and other statutory reporting obligations.
• Implement and monitor internal controls, conducting periodic reviews and audits to ensure accuracy and reliability of financial data.
• Lead, mentor, and develop a team of accounting professionals, fostering a collaborative and growth-oriented environment.
• Partner with senior leadership and cross-functional teams to support strategic initiatives and business objectives.
• Communicate financial insights and deliver actionable recommendations to stakeholders.

Administration

• Manage and administer Microsoft 365 services including but not limited to Exchange Online, SharePoint, Teams, OneDrive, and security configurations.
• Monitor, maintain, and troubleshoot the Microsoft 365 environment to ensure optimal performance and security.
• User management: Handle account provisioning, permissions, and access control for all Microsoft 365 applications.
• Security administration: Implement security best practices such as conditional access policies, multi-factor authentication (MFA), and Data Loss Prevention (DLP).
• Implement and manage device policies using Microsoft Endpoint Manager (Intune) for Windows and mobile devices.
• Support Teams and SharePoint for collaboration, including setting up communication channels, file sharing permissions, and organization of SharePoint sites.
• Backup and disaster recovery: Configure, monitor, and test backups and disaster recovery processes for Microsoft 365 data.
• Deploy and support integrations with third-party applications that work with Microsoft 365.
• Provide technical support for internal users and clients on Microsoft 365 issues and queries.
• Maintain documentation for system configurations, operational procedures, and user guides.
• Stay up to date on Microsoft 365 product updates and new features to ensure the company leverages the latest technologies.
• Assist with migrations and upgrades related to Microsoft 365 services.

Microsoft 365 Administrator

• Manage and oversee the day-to-day accounting operations, including general ledger maintenance, financial reporting, AR, AP, and account reconciliations.
• Apply knowledge of healthcare accounting principles and standards, including revenue recognition, to ensure accurate and compliant financial reporting.
• Ensure adherence to healthcare-specific financial regulations such as HIPAA, Medicare/Medicaid billing, and other relevant guidelines.
• Utilize technical expertise to support the implementation, integration, and optimization of financial systems, with a focus on Sage and NetSuite.
• Conduct financial analysis and provide insights on financial performance, trends, and forecasts to support strategic decision-making.
• Coordinate and manage internal and external audits, ensuring timely and accurate submission of financial reports and documentation.
• Supervise and mentor accounting staff, fostering a collaborative and productive work environment.

Accounting Manager – Sage, Netsuite

• Manage accounts payable processes, including invoice processing, payment scheduling, and vendor communications
• Perform regular bank account reconciliations to ensure accuracy of financial records
• Assist with accounts receivable collections, including following up on overdue payments and maintaining customer relationships
• Organize and maintain sales tax exemption certificates for eligible transactions
• Support the month-end close process, including preparation of journal entries and financial reports
• Collaborate with other finance team members to ensure timely and accurate financial reporting

Accountant AP/AR Specialist

• Develop, implement, and optimize campaigns to attract potential clients through various online and offline channels. This includes digital marketing, email marketing, and social media outreach.
• Produce engaging marketing content (blog posts, social media updates, newsletters) that highlights the firm’s expertise and services in accounting. Ensure the content is tailored to appeal to target audiences, particularly small businesses and entrepreneurs.
• Optimize the firm’s online presence through SEO strategies, keyword research, and paid advertising campaigns (Google Ads, LinkedIn, etc.) to increase visibility and inbound leads.
• Design and execute email marketing campaigns, managing the customer relationship management (CRM) system to ensure accurate tracking of leads and client interactions.
• Manage and grow the firm’s social media profiles, driving engagement and building relationships with potential clients through consistent, high-quality content and strategic interaction.
• Coordinate and promote webinars, seminars, and networking events that position the firm as a thought leader in the accounting sector. Attend relevant industry events to generate leads and expand networks.
• Conduct market research to identify trends, client needs, and competitive opportunities. Provide insights and recommendations on how to adapt marketing strategies to remain competitive.
• Support the development of brand messaging and visuals to create a professional, approachable image that resonates with small business clients and start-ups.

Marketing Assistant/Specialist

• Prepare and review financial statements in accordance with local (Italian) GAAP and US GAAP.
• Ensure timely and accurate reporting of financial results and compliance with accounting standards.
• Perform reconciliations of accounting records, including bank statements, general ledger accounts, and intercompany accounts.
• Identify and resolve discrepancies and ensure accurate and timely reconciliation of accounts.
• Manage the full accounting cycle including accounts payable, accounts receivable, general ledger, and payroll.
• Oversee month-end and year-end closing processes and ensure accurate financial reporting.
• Apply specialized knowledge of industrial accounting practices to manage costs, inventory, and production accounting.
• Prepare cost analysis reports and support budgeting and forecasting activities.
• Utilize experience in automotive industry accounting to handle sector-specific financial processes and reporting.
• Ensure compliance with industry regulations and standards.
• Conduct financial analysis and provide insights to support business decision-making.
• Prepare and present financial reports to management.
• Work closely with other departments to provide financial insights and support.
• Communicate financial information effectively to both financial and non-financial stakeholders.

General Accountant – Automotive, Industrial

• Vena Report Development & Administration
• Administer and maintain Vena, ensuring data accuracy and timely updates of financial reports.
• Develop and enhance Vena reports to meet the evolving needs of the business.
• Troubleshoot and resolve any technical issues related to Vena system usage.
• Power BI Dashboarding
• Design, create, and manage Power BI dashboards that provide key insights to internal stakeholders.
• Continuously improve dashboard functionalities to enhance reporting efficiency.
• Excel Report Consolidation & Automation
• Build and maintain complex Excel models for financial consolidation, ensuring the accuracy of data.
• Automate recurring reports using advanced Excel techniques (macros, pivot tables, formulas) to streamline processes.
• PowerPoint Slide Updates
• Update and refine PowerPoint presentations used for board meetings, executive reviews, and internal reporting.
• Collaborate with the FP&A team to create visually compelling slides that effectively communicate financial insights.

Financial Analyst, FP&A Analyst – Lithium Extraction Technology

• Oversee the preparation and review of federal and state tax returns, particularly business returns for partnerships (Form 1120S).
• Ensure compliance with U.S. tax regulations and filing requirements.
• Provide strategic tax planning and advisory services to clients.
• Manage and mentor a team of tax professionals, providing guidance and support.
• Collaborate with clients to understand their business operations and develop tailored tax solutions.
• Conduct tax research and stay updated on changes in tax laws and regulations.
• Develop and maintain strong client relationships, ensuring high levels of client satisfaction.
• Assist with the resolution of tax audits and inquiries.
• Prepare financial statements and reports related to tax engagements.
• Contribute to the continuous improvement of tax processes and procedures.

Tax Manager

Business Development Rep

• Identify and target potential accounting and finance firm clients in the US, Canada, and the UK.
• Develop and maintain strong relationships with key decision-makers and influencers within accounting and financial firms.
• Understand client needs and tailor solutions to meet their specific requirements.
• Conduct regular meetings and presentations to promote our services and products.
• Conduct thorough market research to identify trends, opportunities, and competitive landscape in the accounting industry.
• Develop and implement strategic business development plans to achieve company growth objectives.
• Collaborate with the marketing team to create effective promotional materials and campaigns.
• Meet or exceed sales targets and revenue goals.
• Prepare and deliver compelling proposals and negotiate contracts with clients.
• Monitor and report on sales performance and adjust strategies as needed.
• Work closely with cross-functional teams, including marketing, product development, and customer support, to ensure client satisfaction.
• Provide leadership and guidance to junior team members and support their professional development.
• Foster a collaborative and high-performance work environment.

Business Development Manager

• Invoice Processing: Review, verify, and process invoices from vendors and subcontractors in accordance with company policies and procedures.
• Payment Processing: Prepare and execute payments to vendors, including electronic transfers, checks, and ACH payments.
• Vendor Management: Maintain accurate records of all vendor accounts, reconcile discrepancies, and resolve any issues related to payments or invoicing.
• NetSuite Utilization: Utilize NetSuite for accounts payable functions, including invoice entry, payment processing, and financial reporting. Ensure accurate and up-to-date data entry in the system.
• Reconciliation: Perform regular reconciliations of accounts payable transactions and ensure that all transactions are accurately recorded in NetSuite.
• Compliance: Ensure compliance with internal controls, company policies, and regulatory requirements related to accounts payable processes.
• Reporting: Generate and analyze accounts payable reports to provide insights and support financial decision-making.
• Collaboration: Work closely with the finance team, project managers, and other departments to address and resolve any accounts payable-related issues.

Accounts Payable Accountant – Solar, Construction

Onboarding Specialist

• Assist with the onboarding activities of the customers, including data entry of legal documents such as leases and loans, meetings on Zoom with the team and customers, and other software-related tasks as needed
• Assist with customer service questions
• Assist with writing Knowledge Base articles when questions repeatedly come up

Quickbooks Certified Accountant – Client Onboarding Specialist

• Develop and maintain strong relationships with accounting firms.
• Understand client needs and organizational culture to provide tailored recruitment solutions.
• Conduct regular meetings with clients to discuss their hiring needs and challenges.
• Provide market insights and advise clients on recruitment strategies and trends.
• Source and attract top talent through various channels including job boards, social media, networking events, and referrals.
• Utilize advanced search techniques and tools to identify potential candidates.
• Build and maintain a talent pool of accounting professionals.
• Conduct initial screenings to evaluate candidate qualifications and fit.
• Schedule and conduct interviews, both in-person and virtually.
• Assess candidates' skills, experience, and cultural fit with client organizations.
• Coordinate and manage the interview process between candidates and clients.
• Provide candidates with comprehensive information about the roles, responsibilities, and expectations.
• Prepare candidates for client interviews and provide feedback throughout the process.
• Negotiate salary and employment terms with candidates.
• Ensure a positive candidate experience from initial contact through onboarding.
• Maintain accurate and up-to-date candidate records in the Applicant Tracking System (ATS).
• Prepare and present regular recruitment reports to clients and internal stakeholders.
• Track and analyze recruitment metrics to continuously improve the recruitment process.
• Work closely with the business development team to identify new client opportunities.
• Participate in industry events, conferences, and seminars to stay updated on industry trends and expand your network.
• Continuously improve your knowledge of the accounting industry and recruitment best practices.