Senior Corporate Accounting Specialist

Mission:

The purpose of the Senior Corporate Accounting Specialist is to deliver an excellent client experience (we call it The ProfitCoach Experience) in all Corporate accounting activities assigned. This includes being a resource for questions, issues, and review for items that may be related to monthly financial reviews, bank feeds, payroll processing or recording, payable processing, client communications and new client on-boardings, or client accounting clean-up. 

• Internal

  • Join and participate in the Corporate transaction meetings 

  • Team Capacity Planning, assists with analysis of budget versus actual time and Corporate team member capacity

  • Attend weekly company calls 

  • Attend every other week 1:1 calls with direct supervisor 

  • Have excellent communication via email and slack 

• External

  • Client calls, as needed, current average is 1-3 calls per week

  • Inbox oversight and email review, assist other team members with client communications

  • Client on-boardings 

    • Schedule and coordinate client on-boarding calls 

    • Set and/or reset new client expectations based on the scope of services that was sold

    • Perform software setups during client on-boarding 

    • Evaluate and perform historical clean-up work for new clients (can delegate and collaborate) 

  • Ad hoc projects & small project management

    • Must be able to scope a project by # of hours and team members required 

    • Display ability to communicate and keep team and client up-to-date

    • Deliver the ProfitCoach Experience throughout projects as they come up 

  • Collaborator on financial close, ensuring clients books from the past month are closed by the committed upon deadline each month

    • Owning the monthly financial review for a number of clients, and as new clients come on board.

    • Review and suggest efficiency improvements for the financial close process

    • Able to contribute to the Annual Year-End Close process

  • Backup payroll processor as needed, and for new clients

  • Internal auditor of client books, in collaboration with peers within the department

  • Internal auditor of our internal Asana processes, in collaboration with peers within the department

Requirements

Required Qualifications: 

• Experience in Quickbooks Online (QBO)

• Excellent written communication skills

• Excellent problem-solving skills

• Detail-oriented

• Excellent proficiency in Microsoft Excel and Google Sheets

• Experience with financial review 

• Experience with running payroll or payroll recording 

• Able to understand new concepts with written and hands-on support

Preferred Qualifications:

• Experience in Xero

• Understanding of property management accounting

• Familiarity with the NARPM Standard Chart of Accounts 

• Experience in AppFolio, navigating to reports

Benefits

• Salary

• PTO

• Health stipend