Onboarding Senior Accountant

Uplinq - Scottsdale, AZ

Full-time - Mid Level

Remote - Scottsdale, AZ

Publishing Industries

About the position

Uplinq is not your average technology company. Using the power of data, machine learning, and trusted professional insight, Uplinq will change how businesses manage their bookkeeping, accounting, and tax; consequently, altering the way businesses access and share financial insights. We are very particular about our people and steadfast in our endeavor as a team of high-capacity, highly skilled professionals - who work hard and balance it with fun and family. Joining Uplinq will be a career changer for those seeking to build something meaningful and grow professionally! The Onboarding Senior Accountant position is perfect for someone looking to develop as a professional in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, and prestigious machine learning experience, Uplinq can offer incredible mentorship and learning opportunities that can't be found in many other places. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you.

Responsibilities

• Lead onboarding new clients and their entity(s). This entails running the onboarding meeting via UPLINQ's platform, pre and post-meeting communication, information and data gathering, and company setup prior to handoff to UPLINQ's bookkeeping team
• Further develop UPLINQ's onboarding processes to ensure a frictionless client experience and an efficient internal process
• Interact with high-value clients to ensure accounts are setup optimally for UPLINQ's bookkeeping services
• Communicate and meet with clients to answer questions, gather information, and explain financial data if needed
• Collaborate with the engineering team to create valuable technology solutions within the onboarding process
• Share responsibility for testing the financial feasibility of future financial goals of the product
• Familiarize yourself with UPLINQ's system and new onboarding process in the first 30 days
• Begin to co-run onboardings with our existing team in the first 30 days
• Drive company setup work with the support of our existing team in the first 30 days
• Identify pain points and solutions, both internally and externally, within the onboarding process in the first 30 days
• Begin to run and manage onboardings in the first 60 days
• Own all company setup work in the first 60 days
• Work with engineering and the bookkeeping team to better the onboarding process alongside UPLINQ's evolving processes in the first 60 days

Requirements

• Experience with onboarding or company setup of new bookkeeping clients
• 5+ years of experience with cash and accrual bookkeeping
• 3+ years of experience should be focused on public accounting for SMBs
• Experience similar to a Senior Accountant at a public accounting firm
• Professionalism and customer service skills
• Experience collaborating with product and/or software engineering teams
• Critical thinking and problem solving abilities - comfortable working with the unknown, learning, and solving bookkeeping challenges
• Ability to communicate complex data in an understandable way
• Exceptional organization skills
• Willing to be mentored as well as mentor others

Nice-to-haves

• Experience working with tax professionals
• Experience at an early stage startup
• Familiarity with Plaid and other financial technology solutions
• Experience with dashboards and data analysis

Benefits

• Work to build something you actually believe in and solve problems creatively
• Unique growth and career opportunities of an organization that will scale rapidly
• Apply critical thinking and explore solutions, no assembly line development
• Respect for your contribution to a continually improving, collaborative environment
• Own your work and outcomes in a supportive professional environment
• The excitement of a product-led agile organization
• A flexible balance between work from home and in person collaboration