Accounting Services Client Onboarding Manager

Accounting Services Client Onboarding Manager

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.

The Accounting Services service line partners with middle market companies to provide outsourced accounting functions.

The Onboarding Manager will have responsibility for the successful integration of new clients. This role will oversee the onboarding process, including reviewing financials, managing any accounting clean up and adjustments, setting up initial documentation and processes, and coordinating closely with client throughout. In addition, the onboarding process will often involve system conversions and process implementation. This role will work with a variety of different industries and accounting issues and will work with some clients requiring extensive catch up, clean up, and cash to accrual conversion or implementation of GAAP. Strong project management skills are necessary, including scheduling resources, creating and monitoring check lists and project plans for multiple projects, and maintaining the actual costs incurred to budget.

The candidate should have experience performing aspects of a robust month end close process as well as experience in a professional / client service role.

Requirements :

• Bachelor's or Master's degree in Accounting
• CPA license or plans to obtain
• 6-8 years total experience in accounting, with experience in a professional services role
• Complete understanding of the full accounting cycle
• Complete knowledge of financial statements
• Experience using QuickBooks, Excel, and Word is required

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.