Uplinq - Scottsdale, AZ
posted 2 months ago
Uplinq is an Arizona-based startup focused on automating bookkeeping and tax processes for small businesses. The company was founded with the mission to help small businesses leverage their financial data for better decision-making, particularly in navigating loan due diligence and engaging with investors. Recognizing that bookkeeping is a significant pain point for many small businesses, Uplinq has developed high-quality, real-time, and affordable accounting technology tailored to the needs of its diverse clientele, which includes dentists, restaurant owners, insurance agents, and realtors. The company prides itself on its tight-knit team of professionals, including CPAs, engineers, tax preparers, product designers, and marketers, who work collaboratively to support each other and uphold Uplinq's mission. The Onboarding Accounting Specialist will be a key member of the Initialization Team within the Uplinq Onboarding Department. This role involves close collaboration with Onboarding Specialists to provide initial bookkeeping services to clients, as well as creating, documenting, and executing bookkeeping Standard Operating Procedures (SOPs). The Initialization Team is crucial to the Uplinq experience, as it is responsible for identifying and implementing unique processes required for each client's accounting system. Additionally, this team handles a portion of catch-up bookkeeping, making it an ideal position for someone who thrives in a dynamic and innovative environment and seeks to make a significant impact in the fintech industry. The ideal candidate will enjoy tackling complex accounting and data scenarios, including integrating external data and systems into clients' accounting frameworks. They will have public accounting experience, having worked with various small businesses to provide bookkeeping and financial reporting. Strong problem-solving skills are essential for efficiently managing complex catch-up and clean-up projects. The candidate will also engage effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq's services. Leadership in bookkeeping tasks, ensuring consistency and accuracy in categorization, job costing, and reconciliation, is also a key aspect of this role. The candidate should excel in communication, capable of clearly conveying intricate accounting data to clients as needed, and possess a solid foundation in both 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 is essential, along with a Bachelor's degree in business, accounting, or related fields being preferred.