Accounting Project and Implementation Specialist

Overview

This role manages project-based accounting engagements and supports group-wide process and system implementations. Work is performed outside of recurring monthly production and focuses on finite client requests such as historical cleanups, new-client onboardings, and other implementation engagements. The position also assists with testing, adoption, and refinement of new software and workflows to improve efficiency.

Responsibilities

Client Project Delivery & Scope Management

• Project manage and execute historical cleanup and new-client onboarding/implementation engagements to the agreed scope and timeline
• Reconstruct and reconcile historical records, correct prior-period errors, and bring client books to a reliable, close-ready state
• Set up new client accounting environments, including chart of accounts, opening balances, and connections to supporting systems, in line with established standards
• Flag scope changes and discoveries during an engagement that affect pricing, and raise them promptly so they are resolved before work continues
• Track hours against the quote in real time throughout each engagement to catch overruns early
• Maintain transparent communication with the ongoing production team throughout each engagement
• Provide a documented final deliverable at the conclusion of each engagement that transitions operational accounting responsibilities seamlessly (including account status, open items, and client-specific processes)

Process Improvement and AI

• Use AI tools and firm systems to accelerate cleanup, reconciliation, and review work, with appropriate human review and protection of client data
• Document repeatable approaches for cleanup and implementation work to increase consistency over time
• Share actual hours and lessons learned from completed engagements to improve how future work is scoped and quoted
• Test and support implementation of new tools, systems, and processes

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field, or an equivalent combination of education and relevant work history
• 5+ years of hands-on accounting experience, including month-end close, account reconciliations, and accrual-basis financial statement preparation under U.S. GAAP
• Experience creating new processes and serving as a change champion for tools and processes that improve efficiency
• Demonstrated ability to complete historical cleanup and catch-up engagements, including reconstructing records from incomplete or inconsistent source data
• Background in new-client implementation, including chart of accounts design, opening balance setup, and connecting supporting systems
• Comfort working within fixed-fee or budgeted scopes and tracking time against them
• Ability to manage several concurrent engagements independently in a remote environment
• Strong organizational skills and project management skills
• Strong attention to detail and accurate judgment in accounting work (including the ability to spot issues in unfamiliar or messy records)

Preferred Qualifications

• CPA license, or active progress toward one
• Prior work in an outsourced or fractional accounting firm serving startups or venture-backed companies
• Experience building quality control checklists, review standards, or process documentation
• Hands-on use of AI tools in accounting workflows

Compensation & Benefits

• Base pay range target: $115,000–$130,000
• Final offer amounts depend on candidate experience and expertise, geographic location, total compensation, and market data
• Full-time regular positions are eligible for 401(k), health benefits, and other benefits (some benefits may be available for part-time)

Location

• Remote position
• Work is primarily performed at a computer for extended periods, requiring the ability to use a keyboard, view a screen, and communicate via video and phone. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.