Accounting Onboarding Manager ( Accounting Consultant)

Accounting Onboarding Manager

519 Southwest Blvd, Kansas City, MO 64108, USA

Full-time

e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing them with the strategic finance, human resources, and/or tax expertise they need to succeed; freeing them up to focus on the growth and profitability of their business.

This position will be based in the Kansas City, MO area. Applicants should either currently reside in the Kansas City Metro area or be planning on relocating to Kansas City.

To learn more about e2E, visit our website at www.e2ekc.com.

The Accounting Onboarding Manager will report to the Director of Client Acquisition. This role will be responsible for the finance and Accounting Onboarding process for all e2E clients. This role will be the primary contact for ensuring all client Accounting Onboarding tasks are executed and is responsible for client and internal staff engagement throughout the process. Provides outstanding communication, accounting knowledge, coordination, project management, problem-solving, and troubleshooting skills to entrepreneurial clients.

As the Accounting Onboarding Manager, you will be the key contact and coordinator to ensure our client's accounting needs are accurately and efficiently folded into our partnership-based services which is customized to fit our clients unique and ever-changing needs. You will serve as the primary contact on all accounting and finance

Key Responsibilities

• Creates, owns, and manages client Accounting Onboarding execution and is responsible for client communication, engagement, and satisfaction.
• Attends prospect introduction calls and understands the parameters of client engagements.
• Creates onboarding plan and monitors client timelines and internal SLAs, ensuring both are met or exceeded and proactively communicates any deviations or schedule updates to client.
• Leads and executes all new client Accounting Onboarding processes and tasks including:
• Schedule and task calendar for each client.
• General Ledger mapping.
• Update accounting records and correct accounting practices of client, create efficiencies in client’s accounting file (bank rules, automatic report generation, etc.).
• Produce first month of full-charge bookkeeping work.
• Ensure all adjusting entry schedules are correct.
• Draft accounting manual and accounting checklist for all new clients (using templates).
• Smooth transition to internal accounting team.
• Other onboarding duties as required.
• Initiates and implements continuous improvement in the client onboarding processes to improve the client experience (quality and ease of transition), internal team workflows, and efficiency.
• Other duties and responsibilities as identified or needed to help drive our Vision and abide by our client promise to help our clients grow.

Skills and Competencies

• Excellent attention to detail, meticulous project management, process design, and implementation skills.
• Excellent written and verbal communication skills. Able to communicate with clients with poise and professional effectiveness.
• Detail-oriented, organized, and able to work in a fast-paced environment.
• Comfortable with, and like using new technologies.
• Ability to manage onboarding multiple clients simultaneously.
• Self-starter, independent worker, focused on continuous improvement.

Qualifications

• Bachelor’s degree in Accounting required, CPA preferred.
• 7+ years of related experience. Accounting/financial operating knowledge including processes and systems set-up and project management skills required.
• Experience as an accountant, performing bank and credit card reconciliations, AP/AR accounting, payroll, monthly close, adjusting entries, and financial statement preparation.
• Experience using QuickBooks Online preferred.
• Experience with other accounting software is a plus.
• Exceptional customer service skills required.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including healthcare and retirement plans.
• Professional development opportunities and ongoing training.
• Collaborative and innovative work environment.
• Opportunity to work with diverse and exciting clients.
• Company culture that values creativity, initiative, and growth.

Additional Information: All offers contingent on successful completion of background screen.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Accounting and Finanance: 7 years (Preferred)

Work Location: Hybrid remote in Kansas City, MO 64108