Implementation Specialist - Managed Services

Position Summary

Essential Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Orchestrate and implement the new client process.
• Review process and procedures of legacy clients for improvement.
• Serve as the primary contact and initial combined Outsourced Accountant and Controller during the onboarding process with a new client before transitioning the work to a managed services team.
• Manage the initial setup of certain 3rd party applications that the firm and the client will use to collaborate for ongoing financial reporting, document processing, etc.
• Provide training for new clients and client staff in the use of shared software applications.
• Provide orientation and training related to the Service Level Agreement requirements, collaborative workflow, and help reinforce the importance of client compliance with processing and meeting agreements.
• Responsible for remaining current and fully developed in the use of managed services accounting and integrated applications and for providing supportive ongoing training and development to the managed services team.
• Participate in telephone, video conference and live consultations with clients to review process, procedure reporting needs and other information during the implementation period.
• Plan, organize and control multiple responsibilities and resources to achieve assignment objectives.
• Manage the assignment budget and profitability in area of responsibility.
• Anticipate and communicate budget issues, identify opportunities to improve assignment profitability and prepare billings and assists in collections.
• Identify client needs/opportunities to provide additional value-added services.
• Leverage commercial and market knowledge to anticipate client needs for new/additional services.
• Develop a specialization and/or industry expertise.
• Organize, prioritize, and maintain individual workload in an efficient manner.
• Keep chargeable hours at or above expectations.
• Become familiar with firm software.
• Become familiar with and live the firm’s mission, REAL Values, and The CSH Way.
• Perform other duties as required or assigned.
  

Required Skills

• A willingness and ability to work independently and in a team environment.
• Demonstrate a client-centric approach to all matters.
• Strong analytical skills and attention to detail.
• Excellent interpersonal skills.
• Strong team management skills including an ability to lead, direct and coach.
• Strong project and time management skills.
• Excellent oral and written communication skills.
• Exhibit critical thinking and problem-solving skills.
• Ability to prioritize and focus in a high-speed, multi-tasking environment.
• Proficient with Microsoft Office applications.
  

Required

EDUCATION AND EXPERIENCE

• Bachelor’s degree in accounting.
• Prior accounting experience is required. Preference to those that have operated/provided supervision to all transaction cycles in the accounting process.
• Experience in Sage Intacct is mandatory
  

Preferred

• CPA/CMA.
• Prior experience managing staff.
• Experience working in a paperless environment.