Job Description
Business Sherpa Group
- www.businesssherpagroup.com
PublishedJuly 5, 2023LocationRemote, CanadaCategoryAccountingJob TypeFull-timeExperienceMid-Senior LevelBusiness Sherpa Group is a business management solutions company dedicated to guiding and supporting small and midsized enterprises to peak business performance. Our Practice Areas include Finance, Cloud Accounting, Human Resources, and Executive Solutions. Essentially, we’re an all-star team of virtual back-office specialists. Our ranks include CFOs, Controllers, Accountants, and HR Consultants.
Our rapidly-growing Cloud Accounting Practice is currently searching for an Onboarding Team Lead to join our dynamic Cloud Accounting practice. Reporting to the Practice Lead, in this role you will be focused on enabling our clients to digitize their finance operations through the adoption of a range of web-based accounting systems and tools. In addition, as an expert accountant, you’ll play a key role in onboarding new clients, ensuring their ledgers are organized, up to date, and properly integrated into our technology stack. You’ll function as a trainer, trusted advisor, and in-house bookkeeping expert to our clients, using cutting-edge technology to deliver exceptional service.
This is a remote position.
A super tech savvy accountant with an outstanding client service orientation, you have the knowledge and skills to own the full accounting cycle for a range of small to midsized clients. You know what it takes to migrate to new accounting systems, to move from paper to digital, and to keep stakeholders engaged and informed throughout the process.
You communicate and collaborate effectively with peers, managers, and executives. You’re a go-getter who thrives in finding solutions to challenges, especially in unconventional situations. You’re technically strong in QBO, Dext and Plooto, and you have exposure to a variety of other accounting systems such as payroll, inventory management, CRM etc. Above all, you share our passion for bringing value to clients, enabling leadership teams to make better business decisions by combining, integrating, and implementing modern cloud technology designed around their business.
While there's no such thing as a ‘typical’ day, you'll spend a good chunk of your time...
- Guiding clients through the change management elements in transitioning to cloud-based accounting systems.
- Supporting onboarding efforts such as restructuring charts of accounts, database catch-up/clean-up, and configuring systems and software features to suit client-specific accounting needs.
- Managing the full-cycle bookkeeping function for clients, working closely with them to prioritize your work to meet their business needs.
- Developing an understanding of clients’ financial workflows and processes to effectively align with new processes and the implementation of technologies.
- Documenting migration processes, outlining the client journey, and contributing to the development of new ideas and approaches to improve work processes.
- Providing follow-up training sessions with clients and team members as needed.
- Applying a deep understanding of QuickBooks settings and interpreting various systems integration layers which will affect the accounting within QBO.
- Solving accounting puzzles by researching and reconciling discrepancies and ensuring that the accounting is in good order.
- Competently using software such as Dext, Plooto, Xero and Excel.
- 5+ years’ hands-on accounting experience, including AP/R, invoicing, reconciliations, financial statement preparation and payroll.
- A degree or a 3-year diploma in Accounting.
- Coaching, training, team leadership experience.
- In-depth knowledge of cloud-based accounting packages, and the ability to learn new ones.
- An autonomous and collaborative nature, with great interpersonal skills.
- Outstanding client-service orientation.
- Strong organizational abilities and high ethical standards.
- Driven to do things right and take a constructive approach to solving problems.
- Enthusiasm for what you do and the desire to help clients succeed.
If this seems like the right fit for you, please click here to apply.
Business Sherpa Group is dedicated to building an inclusive and diverse workforce that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. We do not discriminate based upon race, religion, nationality, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy, physical or mental disability, or any other characteristics protected by law.
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