Senior Accounting Specialist

4 weeks ago

Scottsdale, Arizona, United States Uplinq Full time
About the Role

We are seeking a highly skilled and detail-oriented Senior Accounting Specialist to join our team at Uplinq. As a key member of our accounting team, you will be responsible for managing comprehensive accounting tasks, ensuring seamless operations, and providing exceptional client service.

Key Responsibilities:

  • Configure and optimize setups for Uplinq's bookkeeping services, completing monthly and quarterly reviews and closes.
  • Troubleshoot any accounting issues that may arise, utilizing robust problem-solving skills to handle complex catch-up and clean-up projects efficiently.
  • 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.
  • Communicate complex accounting data to clients as needed, utilizing exceptional communication skills.
  • 5+ years of experience in both cash and accrual-based accounting, with a preference for those with multi-client experience. Expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance is essential.
  • Drive continuous improvement in Uplinq's automated bookkeeping systems and contribute to our business intelligence solutions.

What You'll Love About This Role:

  • Opportunity to work on meaningful projects that you believe in, within a product-led, agile framework that respects and values your contributions.
  • Unique growth and career opportunities as the company is poised to scale rapidly.
  • Ownership of your work and outcomes in an environment that supports professional development through continual improvement and collaboration.

About Uplinq

At Uplinq, our accounting team consists of seasoned professionals with many years of experience in public accounting or finance, adept at managing complex accounting and financial operations. Team members exhibit a remarkable ability to adapt swiftly to new processes and software, ensuring our financial practices are both innovative and efficient.

Choosing Uplinq means committing to an organization where creativity and problem-solving are at the core of what we do. Here, you will work on projects that you believe in, within a product-led, agile framework that respects and values your contributions. Uplinq offers unique growth and career opportunities as the company is poised to scale rapidly. You own your work and outcomes in an environment that supports professional development through continual improvement and collaboration.

Key Projects and Achievements:

  • Transaction Categorization Innovation: Partnered with our technology team to design and implement a cutting-edge tool that automates and refines transaction categorization, significantly streamlining accounting processes.
  • Client Dashboard Development: Developed a comprehensive client dashboard providing a detailed overview of bookkeeping health with actionable insights, empowering clients in their financial decision-making.
  • Closing Management System: Built from scratch, our internal closing management tool and process ensure efficient and accurate end-of-period financial adjustments, improving reliability and timeliness.
  • Sophisticated Troubleshooting SOPs: Formulated advanced standard operating procedures for troubleshooting third-party data source issues, maintaining consistent data integrity and operational continuity.

We offer a work-from-home policy that caters to modern professional needs while maintaining team cohesion and effectiveness. Uplinq is the ideal place for those looking to make a significant impact in the FinTech space. Our team is close-knit, consisting of individuals with successful startup exits, extensive experience in the finance industry, and prestigious backgrounds in machine learning. This rich mix provides unparalleled mentorship and learning opportunities, positioning Uplinq as a prime setting for self-motivated go-getters ready to contribute to our success. If you're looking to develop as a professional in an environment where every contribution matters, Uplinq is where you want to be.

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