Accounting Specialist

4 - 8 years

0 Lacs

Posted:10 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Accounting Onboarding Specialist at our client's firm, your role is crucial in the client onboarding process. You will act as a forensic accountant and system configurator to guarantee the accuracy, completeness, and readiness of the client's accounting environment. Your responsibilities include conducting a comprehensive review of historical accounting, identifying clean-up and catch-up needs, and establishing best-practice processes for future success. **Key Responsibilities:** - Lead the Accounting Deep Dive for newly onboarded clients. - Investigate historical entries to identify discrepancies and errors. - Assess and document the client's historical accounting processes. - Identify the clean-up and catch-up period required for accurate financial reporting. **Qualifications & Skills:** - 3-8 years of experience in accounting, bookkeeping, or financial operations. - Strong understanding of GAAP and cloud-based accounting software (QBO/Xero). - Experience in client onboarding, process documentation, and systems configuration is a plus. - Ability to interpret financial statements, trial balances, and general ledger transactions. - Strong attention to detail with excellent analytical and problem-solving skills. - Clear, concise, and professional written and verbal communication. - Proficiency in Google Workspace, Excel/Sheets, and task/project management tools. Your role will also involve preparing and maintaining internal and client-facing Deep Dive files, creating detailed action items, revising the Chart of Accounts, and producing high-quality documentation. Additionally, you will participate in client calls, translate technical accounting insights for clients, collaborate closely with clients, configure elements of the client's accounting ecosystem, and finalize future-state accounting processes. This position requires meticulous attention to detail, strong analytical skills, and effective communication to ensure seamless client onboarding and long-term success.,

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