Uplinq · 1 day ago
Senior Accounting Specialist
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Responsibilities
Manage comprehensive accounting tasks and ensure seamless operations through close interactions with both internal stakeholders and clients.
Configure and optimize setups for Uplinq’s bookkeeping services, completing monthly and quarterly reviews and closes, and troubleshoot any accounting issue that may arise.
Engage effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services.
Lead and support a team in bookkeeping tasks, leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation.
Transition companies to maintenance bookkeeping, ensuring a seamless handoff to Accounting Specialists.
Excel in communication, able to clearly convey and explain intricate accounting data to clients as needed.
Complete month-end and year-end close process to ensure timely close of financial statements.
Drive continuous improvement in Uplinq’s automated bookkeeping systems and contribute to our business intelligence solutions.
Design and implement comprehensive setups for new clients, ensuring seamless integration with Uplinq’s bookkeeping systems.
Lead troubleshooting initiatives within QuickBooks Online, enhancing functionality and user experience.
Analyze and rectify any bookkeeping issues, identifying discrepancies in a set of books, devising a comprehensive action plan to address these issues, and either executing the plan yourself or overseeing its implementation to ensure accurate and efficient outcomes.
Develop strategic action plans for extensive accounting projects, setting benchmarks for timeliness and quality.
Collaborate on high-level client interactions to refine and tailor accounting services, ensuring client satisfaction and operational excellence.
Mentor and train junior Accounting Specialists as a Senior Accounting Specialist.
Qualification
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Required
5+ years in both cash and accrual based accounting
Extensive experience completing month-end and year-end close process to ensure timely close of financial statements
Expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance
Adept at configuring and optimizing setups for Uplinq’s bookkeeping services
Completing monthly and quarterly reviews and closes
Troubleshooting any accounting issue that may arise
Robust problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently
Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services
Leads and supports a team in bookkeeping tasks, leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation
Skilled in transitioning companies to maintenance bookkeeping, ensuring a seamless handoff to Accounting Specialists
Excels in communication, able to clearly convey and explain intricate accounting data to clients as needed
Eager to drive continuous improvement in Uplinq’s automated bookkeeping systems and contribute to our business intelligence solutions
Preferred
Bachelor’s degree in business, accounting, or related fields
Company
Uplinq
Saas, Automated Bookkeeping, Financial Intelligence