Bay Business Group LLC ยท 12 hours ago
Accounting Onboarding Specialist
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Responsibilities
Work directly with firm leadership in onboarding new clients
Understand and assess new client financial and accounting problems and propose potential solutions
Outline necessary steps to complete monthly accounting close
Build client relationships and share insights via monthly calls
Potential to supervise associate accountants in closing monthly financial results for new clients
Establish new client reporting, including dashboards and visualizations, to summarize client business performance
Perform monthly accounting classification and reconciliations, including implementation of any new finance and accounting technologies
Qualification
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Required
Bachelor's degree in Accounting or Finance
CPA license or EA designation
Experience at a CPA firm or public accounting experience
Experience managing multiple clients
Minimum 1 year accounting experience required
Proficient in QuickBooks Online
Strong analytical and problem-solving skills
Benefits
Career Advancement Opportunities
Generous Leave Policy
401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Paid time off
Company
Bay Business Group LLC
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Funding
Current Stage
Early StageCompany data provided by crunchbase