Client Accounting Onboarding Specialist- Franchise Services

HORNE - Ridgeland, MS

Full-time - Mid Level

Ridgeland, MS

1,001-5,000 employees

Professional, Scientific, and Technical Services

About the position

HORNE is a professional services firm founded on a cornerstone of public accounting. As a top 25 business advisory firm, our 2,000+ team members serve clients from offices and project locations across the nation and Puerto Rico. We offer a range of financial operations and business strategy solutions that frees franchisees to focus on high-value opportunities like growth and customer experience. We serve clients in over 40 national brands spanning the pizza, chicken, deli, and health/wellness segments. The Client Accounting Onboarding Specialist plays a crucial role as the first point of contact for clients, focusing on problem-solving and optimizing processes across intake, preparation of statements, and hand-off to ongoing teams in close collaboration with CEL and other ICE/Tech teams. The position requires a comprehensive understanding of balance sheet backups and the capability to resolve balance issues, including those stemming from previous practices. The specialist will enhance efficiency in the financial preparation process for the recurring team and collaborate with the Tech team to establish and validate database imports. Responsibilities also include recording transactions in the general ledger, completing financial statement compilations, and performing computations of accruals, amortizations, and depreciation expense. Proficiency in the bank reconciliation program is essential, including the ability to configure automated matching rules to ensure thorough and accurate auto-matching before forwarding clients to the financial preparation team. Additionally, the specialist assists in proofing financial statements and other related documents, assumes responsibility for ensuring the accuracy of data collection, accumulation, and maintenance across all functions within our accounting and consulting firm, and reviews processes to offer process improvements in accordance with be better initiatives. Other accounting or consulting duties may be assigned as needed.

Responsibilities

• Act as the first point of contact for clients, focusing on problem-solving and optimizing processes.
• Enhance efficiency in the financial preparation process for the recurring team.
• Collaborate with the Tech team to establish and validate database imports.
• Record transactions in the general ledger and complete financial statement compilations.
• Perform computations of accruals, amortizations, and depreciation expense.
• Show proficiency in the bank reconciliation program, including configuring automated matching rules.
• Assist in proofing financial statements and other related documents.
• Ensure the accuracy of data collection, accumulation, and maintenance across all functions.
• Review processes and offer process improvements in accordance with be better initiatives.
• Perform other accounting or consulting duties as assigned.

Requirements

• Strong project management skills.
• Comprehensive knowledge of accounting and bookkeeping principles and procedures.
• Skilled in problem-solving with a strong attention to detail.
• Basic Income Tax and GAAP experience.
• Proficiency in technology including the ability to independently learn and adapt to new software such as Intacct and Alliance.
• 3-5 years' experience working with spreadsheets, financial statements, balance sheet back-up, general ledger entries, and other financial reports preferred.
• Experience in a CPA firm or in Franchise Accounting, strongly preferred.
• Bachelor's degree in an appropriate field preferred.

Nice-to-haves

• Experience with balance sheets, bank reconciliations, and monthly/quarterly/yearly financial statement preparation.
• Bachelor's degree in Accounting or related field preferred.