Senior Accounting Professional

hace 3 días


Ciudad de México, Ciudad de México Sagan A tiempo completo
Senior Accounting Professional

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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