Accounting Project Implementation Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage and oversee projects related to historical cleanup and onboarding/implementation for new clients, ensuring adherence to defined scope and timelines.

• Reconstruct and reconcile historical data, rectify previous errors, and prepare client accounts for a reliable and ready-to-close state.

• Establish accounting environments for new clients, which includes creating a chart of accounts, setting opening balances, and linking to supporting systems.

• Recognize changes in scope and pricing-impacting findings, escalating them as necessary.

• Monitor hours against estimates during engagements to identify any potential overruns early on.

• Maintain open communication with the ongoing production team.

• Provide comprehensive documented final handoffs detailing account status, outstanding items, and specific client processes.

• Utilize AI tools and firm systems to expedite cleanup, reconciliation, and review while ensuring human oversight and client data protection.

• Document structured cleanup and implementation methodologies.

• Share actual hours and insights gained to enhance future scoping and pricing strategies.

• Test and assist in the implementation of new tools, systems, and processes.

• Act as the primary contact for clients during cleanup and implementation projects.

• Keep the production team updated on progress, unresolved issues, and client-specific information.

⛳️ Requirements

• A bachelor's degree in Accounting, Finance, or a related discipline, or an equivalent combination of education and relevant experience.

• Over 5 years of practical accounting experience.

• Proficient in month-end closing procedures, account reconciliations, and preparing accrual-basis financial statements in accordance with U.S. GAAP.

• Experience in developing new processes and advocating for tools and practices that enhance efficiency.

• Proven ability to carry out historical cleanup and catch-up projects using incomplete or inconsistent source data.

• Familiarity with new-client implementations, including designing charts of accounts, setting up opening balances, and connecting to supporting systems.

• Comfortable operating within fixed-fee or budgeted project scopes and tracking time accordingly.

• Capability to independently manage multiple concurrent projects in a remote setting.

• Excellent organizational and project management abilities.

• CPA certification or active pursuit of one (preferred).

• Previous experience in an outsourced or fractional accounting firm catering to startups or venture-backed companies (preferred).

• Experience in creating quality control checklists, review standards, or process documentation (preferred).

• Practical experience using AI tools in accounting workflows (preferred).

• Eligibility to work in the United States.

🏝️ Benefits

• 401(k)

• Health benefits

• Additional benefits for full-time regular positions

• Remote work arrangement

• Reasonable accommodations for individuals with disabilities