Escalon Services Hiring for Finance Onboarding Manager Job at Remote Full Time

Client Onboarding Accounting Manager – Remote

Escalon Business Services

About the job

We are expanding our New Client Onboarding Team and hiring experienced Accounting Managers and accountants familiar with the numbers and processes behind quickly growing consumer products, food & beverage and SaaS companies. Our New Client Onboarding Team is responsible for the experience and setup of Full Stack Finance newest clients across all our service offerings and key industries. The team transforms our new clients’ financials and deploys our best practices and suite of cloud-based applications, leveraging the deep industry experience we’ve gained from managing the accounting and financial processes for more than 650 early- stage and venture-backed companies. The team manages the onboarding project, budget, and statement of work for clients and collaborates with individuals from our International Team and our ongoing Accounting Support Teams to ensure all new clients are set up for success.

We are looking for builders, project managers and the client-service-obsessed who share our passion for numbers, systems, and helping entrepreneurs reach new heights. We operate in a fast- paced environment that offers a variety of challenges and opportunities to gain more experience in several areas of accounting — positioning you for growth and exposing you to the next level of financial accounting.

This is a hands-on accounting and project management position. We are looking for someone who derives great satisfaction from communicating with clients, managing an end-to-end process, coordinating a team, handling accounting transactions, and building out best practices and procedures. The person must be able to prioritize and multitask while working on multiple clients. There will be tons of client interaction and problem solving, as well as some administrative work to keep things running smoothly.

Responsibilities:

Client Service

· Engage with clients to develop an understanding of their team, business models and needs

· Deliver high-quality client service to the CEOs and Founders within your portfolio of clients

· Partner with Directors and CFOs to manage client relationships

· Act as the primary point of contact for clients’ accounting questions and needs during the onboarding phase

Project Management & Accounting

· Oversee the successful progression of the new client onboarding process — from the time a client signs to the time they transition to a steady-state relationship

· Transform client financials to industry best practices and accrual standards

· Set up cloud-based applications including Bill.com and expense management software

· Lead the creation of month-end close processes and supporting schedules

· Develop and document complex accounting processes and scalable procedures with strong controls, including internal processes that impact the financials

· Work towards and ultimately deliver accurate consolidated financial statements

· Train client teams on best practices

Mentorship & Collaboration

· Mentor and develop a team of accountants by reviewing their work and ensuring adequate opportunities for training and new experiences

· Allocate and delegate work across the team to balance workload and training opportunities

· Partner with colleagues across the company and within the team to learn industry best practices and to implement and integrate new processes

Required Experience, Skills, and Qualifications:

· At least 6 years of operational accounting experience

· An undergraduate degree in Accounting or Finance

· Experience with full close-cycle accounting

· Experience developing complex accounting processes and documentation

· Experience working in multiple General Ledger systems (QBO, QBD, Xero, Netsuite)

· Experience with cloud-based accounting applications (Bill.com, Tallie, Expensify)

· Working knowledge of inventory and inventory management systems (Dear, SOS Cin7)

· Experience collaborating with and managing a team

· Knowledge of consulting business model and tools in multi-client environment

· A passion for leveraging systems and driving process improvements

· Strong working knowledge of Excel

· CPA and/or Big-4 experience a plus

· Expertise working with venture-backed start-ups a plus

Job Type: Full-time

Pay: $80.00 – $120.00 per year

Schedule:

• Monday to Friday

Application Question(s):

• CPA and/or Big-4 experience a plus

Experience:

• Hands on Accounting: 7 years (Preferred)
• Netsuite: 6 years (Preferred)
• cloud-based accounting applications: 4 years (Preferred)
• venture-backed start-ups: 2 years (Preferred)

Work Location: Remote