KnowLedger · 5 hours ago
Accountant with a technical bend
United States
Part-time
Remote
Entry Level
2+ years exp
Maximize your interview chancesAccountingData Management
Hiring Manager
Ryan Kerry
Insider Connection @KnowLedger
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Responsibilities
Onboard New Clients Like a Boss
Juggle 3–5 onboarding projects at a time (multitasking champions, this is your moment).
Be the go-to Sage Intacct guru, offering tips and advice on configurations and settings.
Work with our team (development and COO) to map out each client’s processes.
Get cozy with data—mapping and moving data through KnowLedger.
Lead onboarding from start to finish: kickoff, setup, training, and cheering on clients as they take the reins.
Keep Things Organized and on Track
Use Trello to keep onboarding projects running like a well-oiled machine.
Spot potential risks or hiccups before they happen, tackle challenges head-on, and loop in the right folks when needed.
Qualification
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Required
An innate curiosity and a drive to disrupt 'the way we’ve always done it.'
A strong grip on GLs (bonus points for Sage Intacct know-how, but not a dealbreaker).
At least two years of experience working in a GL or investment system like Addepar.
A knack for moving data around—whether it’s file-based, API-driven, or stashed in online storage.
A clean background check (our clients are big on security, and so are we).
An open mind and a willingness to embrace new ideas.
Preferred
Bonus points for Sage Intacct know-how.
Familiarity with investment data systems like Addepar or custodian platforms is a plus.
Family office experience will earn you bonus points.
Company
KnowLedger
KnowLedger offers data integration services for moving data from portfolio accounting systems to general ledgers.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Ryan Kerry
CEO
Bill Rouse
COO
Company data provided by crunchbase
