Onboarding Specialist (National Consulting & Outsourcing Team)

About the role

CLA is a national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other

We are currently seeking an Onboarding Specialist, to join our National Consulting & Onboarding Team. This team is focused on providing an expedient and best in class onboarding experience for clients. This role will focus on developing innovative processes, utilizing technology to the fullest extent, and reinforcing a culture in which the client experience is at the center of the company.

About the role

• Knowledge on chart of accounts setup and conversions to make recommendations on improvements.
• Make recommendations to improve chart of accounts and system setup and conversion
• Work across a wide variety of industries, pulling in additional industry expertise when needed.
• Learn business drivers, strategy, risk areas, and accounting concerns.
• Successfully utilize accounting systems such as QuickBooks (Online & Desktop), and Xero.
• Utilize AR/AP systems such as BILL.com and Ramp.com.
• Adapt and change with client needs and deadlines.
• Remain accurate and consistent in task execution.

Education/Experience

• Education: Bachelor's degree is required. Combination of experience, education, and training may be accepted in lieu of degree. Bachelor's degree in accounting, finance, business administration or a related field is preferred.
• Experience: 3 years of relevant experience required. Experience in accounting or finance field preferred.

Skills/Knowledge

• Strong communication skills, both written & verbal.
• Strong project and time management skills.
• Ability to adapt and change with client needs and deadlines.
• Knowledge on chart of accounts setup and conversions.
• Proficiency in accounting systems such as QBO, QBD, and Xero.
• Proficiency in AR/AP systems such as BILL and Ramp
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).

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