Onboarding Accounting Specialist

$60,000 - $70,000/Yr

Uplinq - Scottsdale, AZ

Full-time

Remote - Scottsdale, AZ

About the position

The Onboarding Accounting Specialist at Uplinq will be a key member of the Initialization Team, focusing on providing initial bookkeeping services to clients, creating and executing bookkeeping standard operating procedures (SOPs), and ensuring a smooth transition to the maintenance bookkeeping team. This role is designed for individuals who thrive in a dynamic environment and are eager to leverage their accounting expertise to make a significant impact in the fintech industry.

Responsibilities

• Work closely with Onboarding Specialists to provide initial bookkeeping to clients.
• Create, document, and execute bookkeeping SOPs.
• Handoff clients to the maintenance bookkeeping team.
• Handle a portion of Catch Up bookkeeping.
• Engage effectively with high-value clients to optimize their account setups.
• Lead and support a team in bookkeeping tasks using Uplinq's technology solutions.
• Transition companies to maintenance bookkeeping, ensuring a seamless handoff.
• Communicate complex accounting data clearly to clients.

Requirements

• 3+ years of experience in cash and accrual based accounting, preferably with multi-client experience.
• Public accounting experience with small businesses for bookkeeping and financial reporting.
• Robust problem-solving skills for complex catch-up and clean-up projects.
• Expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance.
• Strong communication skills to convey intricate accounting data to clients.

Nice-to-haves

• Bachelor's degree in business, accounting, or related fields.

Benefits

• Work-from-home policy that supports modern professional needs.
• Opportunities for professional development and career growth.