Role Overview

Own client relationships during the Tenacity phase of our Accounting Clarity™ proven process
Lead intensive client onboarding, setup, and financial foundation building
Teach clients AIOA's systems, processes, and best practices
Identify opportunities for client growth and flag issues for ongoing teams
Continuously improve the Tenacity process to reduce timeline and increase client satisfaction
Ensure seamless handoffs to Operations delivery teams
Conduct comprehensive financial assessment, identify cleanup needs, and assess opportunities for improvement
Establish chart of accounts structure and complete historical cleanup and reconciliation of all balance sheet accounts
Implement accounts payable, accounts receivable, and payroll processes with appropriate internal controls
Establish month-end close procedures, train clients on workflows, and create baseline financial statements with supporting workpapers
Educate clients on accounting best practices and AIOA's Accounting Clarity® proven process throughout the engagement
Proactively identify expansion opportunities and flag potential issues for ongoing Operations team
Document all client-specific processes and systems in SharePoint for seamless team handoff
Build foundation of trust and confidence that sets clients up for long-term partnership success
Prepare comprehensive handoff documentation and conduct smooth transition meetings with ongoing Operations team
Document lessons learned from each onboarding and contribute to building the Tenacity playbook
Identify opportunities for automation, templates, and timeline reduction as you execute engagements
Collaborate with VP, Client Success and team on continuous process improvement initiatives
Participate actively in Client Success team L10 meetings, sharing insights and learnings
Track metrics on onboarding quality, timeline, and client satisfaction to drive improvements

Requirements

7+ years of progressive accounting experience, preferably in public accounting or multi-client environments
Experience in either Nonprofit Organizations or Professional Services firms
Proven success with client onboarding, implementation projects, or cleanup engagements
Strong technical accounting skills and ability to quickly assess and remediate financial issues
Excellence in client communication
Ability to explain complex accounting concepts to non-financial audiences
Teaching and mentoring ability
You genuinely enjoy helping clients learn and build confidence
Process improvement mindset
You naturally identify inefficiencies and propose solutions
Project management skills
Ability to manage multiple client onboardings simultaneously with different timelines
Adaptability and resilience
Comfortable with ambiguity as we build and refine this new function
Technical proficiency with QuickBooks and ability to quickly learn various accounting software platforms
Bachelor's degree in accounting or business administration, or equivalent business experience.

Benefits

Comprehensive benefits package including: Medical, dental, and vision insurance
401K
Life insurance
Long and short-term disability
HSA, FSA, and dependent care options
Professional development opportunities

All In One Accounting

Open Positions (1)

Finance

Controller – Onboarding