- Lead the design, implementation, optimization of technology stacks to meet specific client requirements.
- Work on a team to support client needs. Tailor accounting to the client’s needs and for optimum efficiency for our accounting team.
- Work expertly in Xero or QuickBooks online and Bill.com
- Support client accounting in a variety of industries
- Perform extensive accounting cleanup, diagnosis, and solutions
- Complete accurate and timely productions of monthly financial statements
- Examine financial statements and identify discrepancies
- Identify and document processes and procedures
- Create training documentation and roll out new processes to the firm
- Collaborate with cross-functional teams to provide client advisory services and guidance on leveraging technology for improved operational efficiency and customer satisfaction.
- Assist in formulating strategies and solutions that align with clients’ business goals and accounting functions.
- Lead and manage projects related to data conversion and file migrations, ensuring successful delivery within specified timelines and budget constraints.
- Provide regular update to stakeholders and manage expectations throughout the project lifecycle.
- Manage project scope, project plans, milestones, and deliverables.
Qualifications:
- Hands on experience using or implementing accounting software products e.g. Xero, Intacct, BILL, etc.
- Experience with Project Planning tools, such as Karbon, ClickUp, etc.
- Bachelor’s degree in Accounting, Computer Science, or another business-related field; or equivalent experience (desired)
- Manufacturing industry experience (preferred)
- Netsuite experience (preferred)
- Strong background in technology implementation, data management, and analysis in relation to Accounting processes.
- At least 3-5 years using QuickBooks Desktop or QuickBooks Online (QBO), Xero, and other accounting systems.
- Understanding of Accounting principles and best practices including financial statements, cash flow, expense management, chart of accounts (COA)
- At least 2-3 years managing projects related to implementing, migrating, or releasing software, preferably related to accounting and/or payroll services.
- Knowledge and reconciliation experience with clearing accounts, cash accounts, prepaid expenses, accrued revenue, accrued liabilities
- Problem solver with effective communication and analytical skills
