What are the responsibilities and job description for the Quickbooks Online Consultant (On-site) position at Creative Financial Staffing?
Job Title QuickBooks Online Consultant - Hybrid - Windsor, CT This role is hybrid, requiring availability for in-office work Tuesday through Thursday. Expected Project Timeline : 1-2 months (potential for ongoing consulting on an as-needed basis)
Why Take on a QuickBooks Online Consultant Role?
Opportunity to collaborate directly with senior leadership, including the CFO and Controller, to improve operational processes
Chance to influence critical systems integrations and streamline financial and operational workflows
Gain experience with a company focused on professional services for state and local governments
What Will the QuickBooks Online Consultant Do?
Assess and enhance the integration of QuickBooks Online with other tools like HubSpot, Divvy, Bill.com, and NetChecks
Identify limitations within QuickBooks Online and evaluate potential transitions to other ERP systems
Streamline data transfer processes from Excel to QuickBooks Online for customized reporting
Work closely with the finance and accounting team to ensure seamless functionality of existing systems
Collaborate with the leadership team to evaluate capacity planning and system redundancies
Provide recommendations for optimizing the use of HubSpot as a sales and CRM tool
Assist in setting up processes for RFP responses and project management tracking
What CFS Needs in a QuickBooks Online Consultant
Expertise in QuickBooks Online, including reporting, integration, and troubleshooting
Familiarity with other tools, including HubSpot, Divvy, Bill.com, and NetChecks, and their interfaces
Strong background in financial and operational process optimization
Ability to document workflows and provide actionable recommendations for improvement
Experience in project management tools like Monday.com or similar platforms
Capacity to deliver quick wins while building long-term solutions
Keep a pulse on the job market with advanced job matching technology.
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