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Onboarding Accountant

August 24

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Logo of Aprio

Aprio

Top 35 business advisory and CPA firm helping clients and team members achieve what's next.

Audit & accounting • tax planning & preparation • state & local tax • tax credits • business consulting

1001 - 5000

đź’° Debt Financing on 2018-10

Description

• Lead the design, implementation, and optimization of technology stacks tailored to meet client requirements. • Support client accounting across various industries, ensuring efficiency and alignment with client needs. • Expertly utilize Xero, QuickBooks Online, and Bill.com. • Perform comprehensive accounting cleanup, diagnosis, and solutions. • Produce accurate monthly financial statements in a timely manner. • Collaborate with cross-functional teams to provide client advisory services, focusing on operational efficiency and customer satisfaction. • Assist in formulating strategies aligned with client business goals and accounting functions. • Lead projects related to data conversion and file migrations, ensuring timely and budget-compliant delivery. • Provide regular updates to stakeholders and manage expectations throughout project lifecycles.

Requirements

• Strong background in technology implementation and data management related to Accounting processes. • 3-5 years of experience with QuickBooks Desktop, QuickBooks Online, Xero, and other accounting systems. • Understanding of Accounting principles, financial statements, cash flow, and expense management. • Proficient in analyzing data and providing alternative solutions. • Ability to design and implement technology stacks tailored to client needs. • Experience with historical accounting cleanup and reconciliation. • Skilled in identifying discrepancies within financial statements. • Effective problem solver with strong communication, organization, and time management skills. • Self-motivated with the ability to seek guidance when necessary. • Project management experience with proficiency in relevant tools. • Ability to manage multiple projects, adapt to changing priorities, and deliver within scope and budget. • Experience advising clients in Client Account Services, with professional communication skills suitable for interaction with C-level executives. • Advanced Excel skills and experience in creating training documentation and implementing new processes. • Willingness to stay updated with evolving technologies and industry trends.

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