Senior Accounting Professional
hace 3 días
At Sagan, we're seeking a highly skilled Senior Accounting Professional to join our team. As a key member of our outsourced accounting team, you'll play a crucial role in managing the onboarding of new clients, assessing their current accounting processes, and implementing improvements to optimize financial workflows.
Key Responsibilities:
- Lead the onboarding process for new clients by evaluating their current accounting systems and workflows.
- Clean up and reorganize financial records and books to ensure accuracy and compliance.
- Develop and implement new accounting processes, software, and workflows to streamline and enhance efficiency.
- Coordinate with senior accountants to support onboarding efforts and ensure seamless transitions.
Client Interaction and Support:
- Serve as the primary point of contact for clients during the onboarding phase, managing communications via email and Zoom.
- Provide ongoing support and guidance to clients, ensuring a smooth onboarding experience.
- Conduct periodic financial reviews of other accounting managers' clients to ensure adherence to best practices and compliance.
Financial Planning and Analysis (FP&A):
- Assist with financial planning and analysis tasks to support client and company goals.
- Prepare financial reports and provide insights on financial performance to inform strategic decision-making.
Qualifications:
- Proven experience in accounting or financial management.
- Proficiency with accounting software, preferably QuickBooks Online (QBO); experience with other accounting tools (e.g., QuickBooks Desktop, Sage, Netsuite) is advantageous but not required.
- Strong English language proficiency (written and verbal) and excellent communication skills.
- Ability to manage multiple client relationships and coordinate with internal teams effectively.
- Familiarity with financial planning and analysis is a plus.
- Experience with US-based clients or accounting practices is highly desirable.
Nice-to-Haves:
- Experience working in an outsourced accounting firm managing multiple clients simultaneously.
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