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Accounting Onboarding Specialist

2 months ago

Atlanta, United States CNA Search Full time

Growing Tech Company Seeking Accounting OnBoard Specialist

Familiarity with the general principles of accounting

Attends and participates in the onboarding and transition of new client calls

Trains new clients over Zoom to set up and use all aspects of their accounting in the system

Reconciling bank statements

Reconciling other non-bank asset accounts

Entering transactions and journal entries

Preparing Trial Balance and Trust reports

Assisting clients with entering or correcting transactions as needed

Responds to tickets and phone calls promptly, understand the client’s needs while driving engagement, and building rapport

Builds and maintain relationships with customers by providing exceptional customer service

Exhibits proven ability to multitask and work under pressure

Troubleshoots client issues with Accounting set up

Proactively works to identify at-risk accounting issues.

Collaborates with team members to identify opportunities for process improvements in onboarding

Leads accounting webinars to train clients and internal staff

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