The Senior Accountant works behind the scenes within the Implementation Team to assist with ensuring all client deliverables are achieved in a timely fashion during the client onboarding process.
The Senior Accountant will be responsible for various special projects, back work and daily projects as assigned within Implementation Team.
This is a behind the scenes role that will typically not include client calls, but may have some email correspondence with clients.
The Senior Accountant will play an integral role by supporting the Implementation Division with achieving their client related goals.
Full Cycle Accounting (Accounts Payable, Accounts Receivable and General Ledger)
Set up customer and vendor accounts
Perform daily bank reconciliation of deposits
Post daily cash receipts from lockbox and electronic deposits
Post Journal Entries into QuickBooks
Land Freight Costs into QuickBooks
Assist with monthly close process
Document and prepare financial reports
Assess, organize, and prioritize tasks, responsibilities for multiple clients on a daily basis to meet onboarding goals and deadlines
Exercises sound judgment in making decisions while working on individual client needs
When needed, train Accountants when transitioning client to Client Services team
Display confidence in identifying problems and make recommendations on solutions
Provide feedback to Onboarding Success Managers & Process Leads on Accountants performance during training

2-3 Years of QuickBooks Experience
Experience working with SMBs in the $5M to $50M market is ideal
Proficient with excel (Vlookups, Sumifs and Pivot Tables)
Ability to present complex information to a variety of audiences. Tailor delivery based on experience level and skillset, while demonstrating patience.
Keen attention to detail and demonstrated accuracy and speed in current role
Ability to follow instruction, while also being able to evaluate new solutions or greater efficiencies in those instructions
Strong emphasis on customer service
Proficiency in researching, learning and implementing new applications to meet client and company needs
Excellent written and verbal communication skills
Proven judgment and decision making skills
Proficiency with Microsoft Office applications, particularly Outlook, Excel, and Word.

Work from home, W-2 position
Three work schedule options including Full-Time, Flex-Time or Part-Time (Part-Time hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed)
Compressed work week option available
Generous vacation and paid holidays
Group Medical, Dental, Life, Vision, Accident Insurance
401(k) plan
Participation in a company wide annual bonus incentive plan
$25 monthly internet stipend
Virtual employee groups, clubs, and activities throughout the year
Casual dress

Senior Implementation Accountant

Key skills