About this role

Lead client onboarding from kickoff through transition to recurring teams
Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
Integrate third-party tools (bill pay, payroll, expense management)
Identify risks, resolve issues, and drive process improvements
Provide initial accounting support, including reconciliations and financial statements
Review financials and ensure GAAP-compliant, accurate reporting

Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
8+ years of accounting or finance experience, including 5+ years in consulting leading accounting system implementations, migrations, and process/technology assessments
Deep GAAP knowledge and experience preparing or reviewing financial statements
Experience with cloud accounting and ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks Online)
Ability to train, influence, and collaborate with stakeholders at all levels (staff to C-suite) while delivering high-quality results under deadlines

Onboarding Manager, Client Accounting Services

Key skills