Onboarding Accountant

Job Title: Onboarding Accountant

Classification: Full-time, exempt

Workplace Type: Hybrid (Office in St. Louis)
2 days in office, and 3 days remote

Department: Onboarding Team

Reporting To: Director of Onboarding

As an Onboarding Accountant for our rapidly growing company, you will focus on client service and ensure we make the best first impression with new clients. Our onboarding team members work exclusively with new clients to ensure a smooth transition from onboarding to ongoing client services.

Our new clients have differing accounting situations. In some cases, we are replacing another outsourced accounting firm. In other cases, we are replacing an in-house finance director or CFO. Some of our new clients do not have an established accounting system or require an accounting system migration. In nearly every case, our new clients require some level of accounting clean-up and process improvement. This is not your typical repetitive accounting role!

Qualifications:

• Bachelor’s Degree in Accounting or an Accounting-related field
• 3-5 years of full cycle accounting experience
• 1+ years of nonprofit accounting experience
• Proven track record of successfully managing multiple projects at once
• Significant experience in direct client service
• Experience with cloud-based accounting systems and tools (such as QuickBooks Online, Sage Intacct, Xero, Dext, Expensify, and/or Bill.com)
• Significant experience with Microsoft Excel
• Tech-savviness and comfort with software is a non-negotiable
• Able to work well under pressure
• A task-master with strong project management skills
• Strong interpersonal skills
• Able to communicate in a conscientious and inclusive way, both verbally and in writing
• Able to draw on both critical thinking skills and intuition to solve problems
• Intrinsically motivated to succeed
• Humble and willing to ask for help
• Advanced accounting knowledge

What you would be helping us with:

• Facilitate meetings and discussions with new clients.
• Facilitate the onboarding process for multiple clients.
• Complete a comprehensive assessment of financial accounting records of new clients.
• Assess a new client’s accounting system and requirements, cleaning-up account balances and accounting system set-up and migration, as required.
• Provide answers to clients on technical accounting questions.
• Reconcile account balances and record corrective entries, where necessary, so that all new clients are considered audit-ready when onboarding is completed.
• Perform bookkeeping services, as needed, for new clients.
• Provide training and support to clients with respect to newly implemented accounting processes.
• Develop standard accounting processes for new clients that leverage technology to optimize for efficiency and internal control best practices.
• Train our Accounting Associates and CFOs on new client processes to ensure a smooth transition from onboarding to ongoing client services.
• Provide the best possible client service.

Who is The Charity CFO, LLC?

We provide premier accounting solutions for nonprofits, along with creating financial thought partnerships with our nonprofit clients, so organizations can make more informed decisions that increase their mission impact on their communities. Our vision is to be the largest nonprofit accounting service firm in the United States.

Our Culture & Values

At The Charity CFO, we put our people before revenue or clients which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace along with the flexibility, benefits, and downtime to build a life you love outside the office.

Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.

Our Benefits

From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime. Learn more about all of these benefits and more .

What Success Looks Like in the First 60 Days:

Like we mentioned above, we’ll provide you with all the support and training you need to crush your goals inside the workplace. For this role, this means that within 60 days, we will prepare you to:

• Timely completion of one client onboarding.
• Ensure accounting systems are streamlined, systematized, and accurate at the conclusion of that onboarding.
• Ensure we maintain open and responsible communication with clients.
• Ensure clients are satisfied with the quality of the work we do.
• Be an ambassador for The Charity CFO, externally and internally.

How to Apply

We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply on our .

If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our .

The Charity CFO, LLC is an equal-opportunity employer. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Relocation assistance
• Vision insurance
• Work from home

Education:

• Bachelor's (Required)

Experience:

• full cycle accounting : 3 years (Required)
• Non-profit accounting: 1 year (Required)

Ability to Commute:

• St. Louis, MO 63103 (Required)

Ability to Relocate:

• St. Louis, MO 63103: Relocate before starting work (Required)

Work Location: Hybrid remote in St. Louis, MO 63103