58 applicants

Company

Countsy · 2 days ago

Implementation Specialist (NetSuite Functional)

United States

Full-time

Remote

Senior Level, Lead/Staff

$120K/yr - $150K/yr

10+ years exp

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Responsibilities

Handle several implementation projects at any given time

Lead all aspects of implementation – working together with Countsy CFO on implementation timing

Gather business requirements as necessary, review current accounting processes in place, and apply detailed working knowledge of accounting products and principles to support the client’s business, while ensuring GAAP compliance and proper internal controls

Recommend implementation of features or new accounting policies and procedures where appropriate

Advanced knowledge of financial SaaS tools relevant to the tech startup industry

Create policies and procedures documentation, or training materials as necessary

Develop and conduct training sessions for each client where client involvement is key, so as to be fully prepared on the go-live date

Work with Countsy CFO to establish cost and time estimates for implementation

Track tasks accomplished, time spent and milestones completed

Communicate with client/Countsy CFO of progress throughout the implementation project life cycle

Create initial accounting transactions/reconciliations for first month(s) of financial reporting with each client

Assist TSC Accounting Team with post-live support questions when needed

Effectively communicate with Client, and Countsy staff to understand and document priorities and work status

Demonstrate commitment to client success. Become familiar with project scope and tool sets required

Support client and team with timely response to information requests

Take ownership of work and follow tasks through to completion

Utilize research and knowledge management channels

Use and administer company practices, standards, procedures, tools and methodologies

Effectively interact with and support other Countsy staff, management and internal staff

Perform all necessary administrative responsibilities in a timely manner (e.g. Timesheet and expense report submission, annual review, response to e-mail and voicemail, forecasting of upcoming availability)

Comply with Countsy policies and procedures

Work effectively with client and Countsy staff and be positive and respectful in all interactions

Qualification

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Generally Accepted Accounting PrinciplesNetSuite administrationFinancial SaaS toolsProject managementMicrosoft ExcelData file conversionClient trainingBill.comExpensifyAirbaseMaxioMulti-entity experienceClient service skillsMaster's degreeCPA

Required

Solid knowledge of Generally Accepted Accounting Principles in a variety of different industries and circumstances.

Current NetSuite administration and other financial systems experience preferred such as: Bill.com, Expensify, Airbase, Maxio etc.

Ability to research accounting issues, reach logical conclusions, and apply to clients’ situation.

Proven analytical skills

Strong project management experience in addition to excellent time management and ability to prioritize changing tasks

Ability to adjust to new conditions, clients, and tasks

Proven analysis, research, and problem-solving skills

Ability to communicate accounting principles and issues to other staff

Prior experience with multi-entity or startup clients (strongly recommended)

Ability to work with people of varied levels of accounting knowledge

Demonstrated high degree of proficiency in Microsoft Excel – familiar with higher formulas (i.e. pivot tables, IF statements, VLOOKUP, etc.)

Knowledge of Company policy, procedures and organizational structure

Ability to manage client inquiries.

Direct complaints or complex queries to relevant team members.

Provide technical assistance.

Expedite serious issues to management for prompt resolution.

Sense of urgency necessary to meet goals, objectives, and deadlines.

Desire to work in an environment of continual learning and challenges.

Effectively adjust and prioritize new conditions, clients and changing tasks.

Accept responsibility for errors, identify corrective measures and controls for non-recurrence.

Will interact directly with Client’s staff at all management levels

Will interact internally with Countsy CFO’s and other Countsy staff

Will need to interact with Client vendors and contacts as well as external support staff of various support tools when resolving platform issues

Excellent written and verbal communication skills.

Excellent interpersonal and human relations skills aiding in acting as an effective team member

Bachelor’s or Master’s degree in Business, Accounting, Computer Information Systems or related field or equivalent experience. CPA a plus

Minimum of ten (10) years as an accounting professional, and (5) years with systems management/implementation. Must have prior experience in providing all account reconciliations, and some level of financial statements preparation.

Experience with software is required, specific platform tool experience (NetSuite, Bill.com, Expensify, Maxio, Airbase etc.) is a strong plus.