Uplinq · 2 days ago

Sr. Onboarding Accounting Specialist

Scottsdale, AZ

Full-time

Remote

Senior Level

$70K/yr - $80K/yr

5+ years exp

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Responsibilities

Work closely with the Onboarding Specialists to provide initial bookkeeping to clients

Create, document, and execute on bookkeeping SOPs

Handoff clients to the maintenance bookkeeping team

Handle a portion of Catch Up bookkeeping

Master configuring and optimizing setups for Uplinq’s bookkeeping services

Engage effectively with high-value clients to optimize their account setups

Lead and support a team in bookkeeping tasks

Ensure consistency and accuracy in categorization, job costing, and reconciliation

Transition companies to maintenance bookkeeping

Communicate complex accounting data clearly to clients

Drive continuous improvement in Uplinq’s automated bookkeeping systems

Qualification

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Public Accounting ExperienceFinancial Statement PreparationU.S. GAAP ComplianceBookkeeping Systems OptimizationClient EngagementCashAccrual AccountingDegree in AccountingQuickBooks OnlineData IntegrationJob CostingReconciliationContinuous Improvement

Required

Is a problem solver at heart who attacks challenges head on with larger fundamental goals in mind.

Enjoys complex accounting and data scenarios, including solving how to integrate external data and systems into a client’s accounting system.

Has an ability to master configuring and optimizing setups for Uplinq’s bookkeeping services.

Has public accounting experience, working with a variety of small businesses to provide bookkeeping and financial reporting.

Possesses 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.

Is 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.

Has 5+ years in both cash and accrual based accounting, with a preference for those with multi-client experience.

Has expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance is essential.

Is eager to drive continuous improvement in Uplinq’s automated bookkeeping systems and contribute to our business intelligence solutions.