Sur Global

Accountant

• Lead the onboarding process for new clients, ensuring that financial data, systems, and workflows are set up accurately and efficiently.
• Serve as the primary point of contact for clients during onboarding, providing clear communication and timely updates.
• Review existing financial records, processes, and integrations to identify improvements or potential issues.
• Collaborate closely with internal team members to coordinate deliverables and align project goals.
• Work with multiple clients across a variety of industries, balancing competing priorities while maintaining high-quality service.
• Utilize accounting technology and cloud platforms as part of a complex, integrated stack.

Senior Accountant, Onboarding