Senior Accountant Lead
1 week ago
About the RoleAt Uplinq, we are seeking an experienced Senior Accountant to lead our onboarding process. As a key member of our team, you will be responsible for ensuring a seamless client experience while driving efficiency and innovation within our internal processes.
The ideal candidate will have 5+ years of experience in public accounting or finance, managing accounting and financial operations. They should possess excellent communication skills, with the ability to communicate complex data in an understandable way. Additionally, they should be comfortable working in a fast-paced environment, with a strong attention to detail and the ability to adapt quickly to new processes and software.
Responsibilities:
- Lead onboarding new clients and their entities, including running onboarding meetings, pre and post-meeting communication, information gathering, and company setup.
- Further develop Uplinq's onboarding processes to ensure a frictionless client experience and efficient internal processes.
- Interact with high-value clients to ensure accounts are set up optimally for Uplinq's bookkeeping services.
- Communicate and meet with clients to answer questions, gather information, and explain financial data as needed.
- Collaborate with the engineering team to create valuable technology solutions within the onboarding process.
- Share responsibility for testing the financial feasibility of future financial goals of the product.
What You'll Achieve:
- In the first 30 days, you will familiarize yourself with Uplinq's system and new onboarding process, begin to co-run onboardings with our existing team, drive company setup work with the support of our existing team, and identify pain points and solutions within the onboarding process.
- In the first 60 days, you will begin to run and manage onboardings, own all company setup work, and work with engineering and the bookkeeping team to better the onboarding process alongside Uplinq's evolving processes.
Requirements:
- Experience with onboarding or company setup of new bookkeeping clients.
- 5+ years of experience with cash and accrual bookkeeping.
- 3+ years of experience in public accounting for SMBs.
- Professionalism and customer service skills.
- Experience collaborating with product and/or software engineering teams.
- Critical thinking and problem-solving abilities.
- Exceptional organization skills.
- Willingness to be mentored and mentor others.
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