Onboarding Senior Accountant

Individual applicants only. Accounting firms should not solicit business based on this opening.

About Uplinq

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.

Things You Will Do:

• 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 an 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

First 30 and 60 Days:

• In the first 30 days you will
  • Familiarize yourself with UPLINQ’s system and new onboarding process
  • Begin to co-run onboardings with our existing team
  • Drive company setup work with the support of our existing team
  • Identify pain points and solutions, both internally and externally, within the onboarding process
• In the first 60 days
  • You will begin to run and manage onboardings
  • You will own all company setup work
  • You will work with engineering and the bookkeeping team to better the onboarding process alongside UPLINQ’s evolving processes

Must HaveRequirements:

• 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
  • You likely have 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 — you are comfortable working with the unknown, learning, and solving bookkeeping challenges. You could look at any set of books and identify issues, create an action plan to solve them and execute or oversee the action plan
• Experienced and comfortable working in fast-paced environments and have the business acumen to take complex data and simplify it for company owners. Attention to detail & ability to adopt new tools and methods quickly
• The ability to communicate complex data in an understandable way
• Exceptional organization skills
• Willing to be mentored as well as mentor others

Bonus Points:

• You have experience working with tax professionals
• You have experience at an early stage startup
• You are familiar with Plaid and other financial technology solutions
• You have experience with dashboards and data analysis

Other Qualifications:

Education

• Bachelor’s degree in business, accounting, math, finance, or economics is highly preferred
• Open to candidates without a formal education in the areas listed above, but with significant accounting experience. Please highlight this in the application questions and your resume or cover letter

Experience

• 5+ years experience in public accounting or finance, managing accounting and financial operations
• Significant experience with QuickBooks Online and experience adapting to new processes and software very quickly

Reasons to choose Uplinq:

• 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