Controller – Onboarding

Role Overview

• Own client relationships during the Tenacity phase of our Accounting Clarity™ proven process
• Lead intensive client onboarding, setup, and financial foundation building
• Teach clients AIOA's systems, processes, and best practices
• Identify opportunities for client growth and flag issues for ongoing teams
• Continuously improve the Tenacity process to reduce timeline and increase client satisfaction
• Ensure seamless handoffs to Operations delivery teams
• Conduct comprehensive financial assessment, identify cleanup needs, and assess opportunities for improvement
• Establish chart of accounts structure and complete historical cleanup and reconciliation of all balance sheet accounts
• Implement accounts payable, accounts receivable, and payroll processes with appropriate internal controls
• Establish month-end close procedures, train clients on workflows, and create baseline financial statements with supporting workpapers
• Educate clients on accounting best practices and AIOA's Accounting Clarity® proven process throughout the engagement
• Proactively identify expansion opportunities and flag potential issues for ongoing Operations team
• Document all client-specific processes and systems in SharePoint for seamless team handoff
• Build foundation of trust and confidence that sets clients up for long-term partnership success
• Prepare comprehensive handoff documentation and conduct smooth transition meetings with ongoing Operations team
• Document lessons learned from each onboarding and contribute to building the Tenacity playbook
• Identify opportunities for automation, templates, and timeline reduction as you execute engagements
• Collaborate with VP, Client Success and team on continuous process improvement initiatives
• Participate actively in Client Success team L10 meetings, sharing insights and learnings
• Track metrics on onboarding quality, timeline, and client satisfaction to drive improvements

Requirements

• 7+ years of progressive accounting experience, preferably in public accounting or multi-client environments
• Experience in either Nonprofit Organizations or Professional Services firms
• Proven success with client onboarding, implementation projects, or cleanup engagements
• Strong technical accounting skills and ability to quickly assess and remediate financial issues
• Excellence in client communication
• Ability to explain complex accounting concepts to non-financial audiences
• Teaching and mentoring ability
• You genuinely enjoy helping clients learn and build confidence
• Process improvement mindset
• You naturally identify inefficiencies and propose solutions
• Project management skills
• Ability to manage multiple client onboardings simultaneously with different timelines
• Adaptability and resilience
• Comfortable with ambiguity as we build and refine this new function
• Technical proficiency with QuickBooks and ability to quickly learn various accounting software platforms
• Bachelor's degree in accounting or business administration, or equivalent business experience.

Benefits

• Comprehensive benefits package including: Medical, dental, and vision insurance
• 401K
• Life insurance
• Long and short-term disability
• HSA, FSA, and dependent care options
• Professional development opportunities