KSM (Katz, Sapper & Miller) · 1 day ago
Accounting Services Onboarding Manager
Fort Wayne, IN
Full-time
Onsite
Senior Level
5+ years expKSM is one of the top 50 largest independent advisory, tax, and audit firms in the United States. They are seeking an Accounting Services Onboarding Manager to oversee client onboarding and ensure compliance with standard processes, while managing client relationships and internal team dynamics.
AccountingProfessional Services
Responsibilities
Perform client onboarding in compliance with the Outsourced Finance and Accounting Services (OFAS) standard onboarding process
Works with Director on the engagement to ensure onboarding is completed on time and on budget and quickly identifies previously unknown issues and works with the internal team on steps to resolve the issues
Orchestrates and implements new client processes and handles the initial set-up of 3rd party applications that the firm and client will use to collaborate for ongoing monthly engagements
Works with the Directors to schedule engagement hand-off between onboarding team members and client service team members
Adopts, champions, and improves the OFAS standard processes and procedures
Maintenance and ensuring internal compliance of the OFAS standard processes and procedures, as well as any client directed processes that need to be followed
Manage unexpected and sometimes urgent client matters as they arise
On time delivery with regards to internal and external deadlines
Recommend opportunities for improvement of client’s processes
Budgeting and forecasting projects as needed by client
Direct contact with 3rd party vendors for routine client account and support matters
Have a clear understanding of the firm's and the OFAS practice policies and procedures and a general knowledge of firm products and services in order to offer value added services to the client
Other duties and projects as assigned including one-time projects that arise
Qualification
Required
Adapts easily to learning new software applications and demonstrates proficiency with core applications
Efficient entry of transactions with average or above-average data entry time realizations and rates of accuracy
Able and willing to learn and use new technology software skills efficiently
5-7 years accounting services experience, with 2-3 years of managing staff, related to financial statement reconciliations including accounts payable, accounts receivable, payroll, and month-end financial statements/general ledger through trial balance
Knowledge and experience with various software packages possessing the ability to easily learn new software applications. Position will work primarily with QuickBooks Online, QuickBooks Desktop, Bill.com, a variety of payroll providers, Microsoft Office applications including Teams
Attention to detail with the ability to multitask with ease and professionalism across a variety of industries in a fast-paced environment
Project management skills are critical with the ability to manage unexpected and sometimes urgent client matters as they arise
Strong interpersonal, relationship building, and coaching skills, with the ability to motivate and manage staff
Client-centric approach to all matters
Team player approach to allow for cross functional assignments
Excellent verbal and written communication skills via telephone, video, and email
Unrelenting commitment to client satisfaction
Works with confidential client matters, requires ability to maintain confidentiality
Preferred
Bachelor's degree in accounting or finance preferred
Has obtained applicable software certifications
Company
KSM (Katz, Sapper & Miller)
KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
T
Tim Cook
CEO and President
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