THE PRIORITIES

Client Onboarding & Implementation

Lead onboarding engagements from kickoff through transition, coordinating accounting clean-up, system implementation, client communication, and handoff to the recurring service team.

Accounting Quality & Advisory

Review historical financial information, resolve accounting issues, establish reliable reporting processes, and provide practical recommendations that support client success.

Onboarding Operations & Continuous Improvement

Improve onboarding workflows, templates, documentation, SOPs, metrics, and client experience while leveraging technology and AI. Provide input into onboarding capacity planning and future resource requirements.

CORE RESPONSIBILITIES

• Lead client onboarding engagements from kickoff through transition to ongoing service.
• Develop onboarding plans, timelines, and client action items.
• Review, reconcile, and organize historical accounting records.
• Complete catch-up and clean-up accounting projects.
• Configure and optimize cloud accounting systems and related applications.
• Coordinate onboarding activities across internal and external stakeholders.
• Prepare onboarding documentation, SOPs, process maps, and transition summaries.
• Monitor onboarding timelines, metrics, and project status, identifying bottlenecks and recommending improvements.
• Analyze onboarding workload and provide recommendations to support onboarding capacity planning.
• Support a limited portfolio of recurring cloud accounting clients.
• Prepare financial reporting packages and support sales tax compliance activities.
• Utilize AI and technology tools to improve efficiency, consistency, and client outcomes.

IDEAL CANDIDATE PROFILE

• 5+ years of Canadian cloud accounting, bookkeeping, or accounting experience.
• CPA designation is considered an asset but is not required.
• Strong QuickBooks Online and cloud accounting technology experience.
• Experience with accounting clean-up, conversions, implementations, or client onboarding is considered an asset.
• Exceptional project management and organizational skills.
• Proven ability to manage multiple client projects simultaneously.
• Strong written and verbal communication skills.
• Self-starter who thrives in a fast-paced remote environment.
• Experience working with not-for-profit organizations is considered an asset.

THE ATTRACTIONS

• Competitive compensation of $85,000-$95,000 plus up to a 12% annual performance bonus.
• Comprehensive, cost-shared benefits package, cell phone allowance, laptop, and $500 home office allowance.
• Fully remote work environment with flexible hours and half-days on Fridays in August.
• Opportunity to help build and shape AMLB's onboarding function.
• Exposure to leading cloud accounting technology and AI tools, including ChatGPT Plus and Claude.
• Ongoing coaching, mentorship, and professional development.
• Direct exposure to entrepreneurs, executive teams, and not-for-profit leaders across Canada.

Originally posted on Himalayas