Remote Onboarding Sr. Accounting Specialist | WFH

Job Overview

We are seeking a dedicated Senior Accounting Specialist to join our dynamic Onboarding team in the ever-evolving fintech sector. In this remote role, you will utilize your accounting acumen to deliver exceptional initial bookkeeping services for our new clients. You will have the opportunity to collaborate closely with our Onboarding Specialists to develop and implement standard operating procedures (SOPs) for bookkeeping, ensuring a seamless transition for clients to our maintenance bookkeeping team.

Key Responsibilities

• Collaborate with the Onboarding team to provide initial bookkeeping services for new clients.
• Develop, document, and implement bookkeeping SOPs to standardize operations.
• Ensure a smooth transition of clients to the maintenance bookkeeping team.
• Address and resolve complex accounting and data integration challenges for clients.
• Lead initiatives to maintain consistency and accuracy in job costing, categorization, and reconciliation processes.
• Guide clients through their account setups, enhancing their experience with our services.
• Ensure a seamless transition to ongoing maintenance bookkeeping services for companies.
• Communicate effectively with clients to clarify intricate accounting data and resolve inquiries.
• Actively contribute to enhancing the automation and business intelligence systems utilized for bookkeeping.
  
  

Required Skills

• Strong analytical thinker with the ability to dissect complex challenges and devise innovative solutions.
• Proficient in managing accounting data and integrating it with client systems.
• Experienced in cash and accrual accounting methods, preferably within a multi-client environment.
• Competent in preparing financial statements, performing reconciliations, and ensuring compliance with U.S. GAAP.
• Comfortable utilizing AI-driven accounting systems and motivated to enhance automated processes.
• Exceptional communicator, capable of translating complex accounting concepts into easily understandable terms for clients.
  
  

Qualifications

• A minimum of 5 years of public accounting experience, ideally with small businesses and intricate bookkeeping tasks.
• A Bachelor’s degree in business, accounting, or a related field is preferred.
  
  

Career Growth Opportunities

Joining our team presents a unique opportunity for personal and professional development in a flexible, remote-first environment. As you embark on this journey, you will engage in meaningful projects and significantly contribute to the advancement of our fintech solutions.

Company Culture and Values

Our culture emphasizes creativity, problem-solving, and continuous learning. We foster a collaborative and supportive work environment that values each contribution and encourages ongoing growth.

Networking and Professional Opportunities

Working with us allows you to network with industry experts and collaborate on innovative projects, reinforcing your professional development within the fintech landscape.

Compensation And Benefits

We offer a competitive salary commensurate with experience, along with comprehensive health, dental, and vision insurance. Additional benefits include generous vacation policies, a retirement savings plan with company matching, and continued learning opportunities.

Employment Type: Full-Time