Implementation Specialist

• Lead new client onboarding and transition projects from kickoff through first-close readiness and formal handoff.
• Oversee historical accounting catch-up and clean-up, including resolution of legacy issues.
• Redesign and standardize charts of accounts aligned with service models.
• Execute data migrations, accounting system rebuilds, and workflow stabilization.
• Lead accounting system implementations, including QuickBooks Online (QBO) and Bill.com.
• Deliver clients to ongoing teams in a condition that enables efficient, repeatable service with minimal rework.
• Remain accountable for onboarding quality through the initial post-handoff transition period.
• Serve as primary client contact during onboarding engagements.
• Own scoping, pricing discipline, timelines, staffing plans, and budgets.
• Maintain scope discipline and proactively manage change requests.
• Communicate potential additional service offerings to clients.
• Collaborate with CAS leadership to maintain a portfolio of onboarding clients aligned with service models and pricing.
• Assist with project revenue and margin for onboarding services.
• Assist in the allocation of resources within the CAS team (who works on what and when).
• Monitor economics and escalate risks to margin or delivery.
• Coordinate with CAS leadership on process development, standardization, and improvement.
• Develop and evolve standardized onboarding processes and tools.
• Develop and standardize QBO and Bill.com consulting service offerings.
• Provide guidance and mentorship to junior team members through review feedback and knowledge sharing.
• Collaborate effectively with other Managers and junior team members to support engagement success.
• Delegate work effectively to junior team members based on their qualifications, capabilities, and interests.
• Maintain strict confidentiality of all firm and client information.
• Adhere to firm policies, procedures, and ethical standards.
• Maintain accurate and timely time records in accordance with firm billing requirements.
• Actively seek opportunities to be chargeable while balancing quality, client service, and professional responsibilities.

Onboarding & Implementation Manager

Analyst

• Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse businesses and assets
• Take charge of intricate valuation techniques, such as capitalization of earnings, public company analysis, discounted cash flow analysis, and other advanced methodologies
• Produce detailed and comprehensive valuation reports, presenting findings and insights to clients in a clear and concise manner
• Provide expert-level insights and recommendations based on valuation outcomes
• Establish and maintain strong client relationships, including conducting high-level management interviews to obtain a holistic understanding of their businesses
• Collaborate effectively with cross-functional teams, contributing senior-level expertise to enhance overall engagement outcomes
• Bring advanced knowledge and experience to transaction-related valuations, ESOPs, and estate & gift planning valuations
• Provide guidance and mentorship to junior analysts and interns, fostering skill development and knowledge enhancement within the valuation team
• Share industry best practices and keep the team informed about emerging trends in business valuation
• Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
• Conduct site-visits and assist junior team members with completing ride-alongs

Rea

Onboarding & Implementation Manager

Senior Analyst