Accounting Integration Expert

3 days ago


Scottsdale, Arizona, United States Uplinq Full time

This Senior Accounting Operations Specialist will work on the Initialization Team, you will be part of the Uplinq Onboarding Department. Your primary focus will be to work closely with the Onboarding Specialists to provide initial bookkeeping to clients; create, document, and execute on bookkeeping SOPs; and handoff clients to the maintenance bookkeeping team. The Initialization Team plays a vital role in the UPLINQ experience, as this team is expected to catch the vast majority of unique processes required in a client's accounting system. This team also handles a portion of Catch Up bookkeeping.

This role is perfect for someone who thrives in a dynamic, innovative environment and is looking to make a significant impact in the fintech industry. If you're ready to leverage your accounting expertise in a setting that values and promotes proactive problem-solving and high-quality outcomes, Uplinq is looking for you.

The ideal candidate:

  • 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.

At Uplinq, our onboarding team consists of seasoned professionals in accounting and financial operations functioning to onboard customers and Initialize their bookkeeping. Team members are dedicated and detail-oriented accountants working on either the onboarding team or the initialization team to enhance the efficiency and accuracy of our bookkeeping operations, focusing on our AI-driven bookkeeping and tax products. These professionals manage comprehensive accounting tasks and ensuring seamless operations through close interactions with both internal stakeholders and clients.



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