Senior Accounting Specialist, Onboarding and Bookkeeping
4 weeks ago
We are seeking a highly skilled Onboarding Accounting Specialist to join our team at Uplinq. As a key member of our Initialization Team, you will be responsible for providing initial bookkeeping services to clients, creating and documenting bookkeeping standard operating procedures, and ensuring seamless handoffs to our maintenance bookkeeping team.
Key Responsibilities- Work closely with Onboarding Specialists to provide initial bookkeeping services to clients
- Create and document bookkeeping standard operating procedures
- Ensure seamless handoffs to our maintenance bookkeeping team
- Design and implement comprehensive setups for new clients, ensuring seamless integration with Uplinq's bookkeeping systems
- Lead troubleshooting initiatives within QuickBooks Online, enhancing functionality and user experience
- Apply critical thinking and problem-solving abilities to analyze and rectify any bookkeeping issues
- Develop strategic action plans for extensive accounting projects, setting benchmarks for timeliness and quality
- Collaborate on high-level client interactions to refine and tailor accounting services, ensuring client satisfaction and operational excellence
- 5+ years of experience in 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
- Strong problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently
- Excellent communication skills, able to clearly convey and explain intricate accounting data to clients as needed
- Ability to work in a dynamic, innovative environment and contribute to the growth and success of Uplinq
Uplinq is a rapidly growing fintech company that is revolutionizing the way small businesses manage their finances. Our team is close-knit and consists of individuals with successful startup exits, extensive experience in the finance industry, and prestigious backgrounds in machine learning. We offer a work-from-home policy that caters to modern professional needs while maintaining team cohesion and effectiveness.
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Accounting Specialist, Onboarding
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Onboarding Accounting Specialist
4 weeks ago
Scottsdale, Arizona, United States Uplinq Full timeAbout the RoleThis Onboarding Accounting Specialist will work on the Initialization Team, part of the Uplinq Onboarding Department. The primary focus will be to work closely with Onboarding Specialists to provide initial bookkeeping to clients, create, document, and execute on bookkeeping SOPs, and handoff clients to the maintenance bookkeeping team.The...
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