Senior Onboarding Accountant

Overview

This role supports new client onboarding for an outsourced accounting team. You will serve as the first point of contact for new clients during the onboarding window, helping ensure a smooth transition from implementation to recurring accounting services.

Responsibilities

• Act as the initial point of contact for new clients during onboarding.
• Provide weekly client updates during the onboarding window.
• Mentor and support other onboarding associates.
• Gain access to clients’ systems and, in some cases, convert to the organization’s platforms.
• Anticipate project risks, address challenges, reduce issues, and escalate to appropriate parties as needed.
• Understand current client processes; identify gaps and areas of opportunity.
• Perform accounting clean-up to bring records up to date and accurate.
• Realign chart of accounts and financial statements to improve financial insights and visibility.
• Complete End of Month Reporting, including:
  • Bank reconciliations
  • Balance sheet schedules
  • Updates and journal entries
  • Detailed review of P&L and Balance Sheet
• Present financial reports to clients and walk them through format changes and results.
• Prepare process documentation, deliver training, and coach/delegate to enable a seamless handoff to the recurring services team.
• Assess client needs, determine the best third-party application solution, implement the application, and train clients as needed.
• Use Excel (including VBA/macros), AI tools, and other technologies to automate repetitive tasks, streamline onboarding workflows, improve data accuracy, and increase team efficiency.
• Assist with annual audit preparation, including supporting analyses and schedules; help client auditors by researching issues, creating reports, and responding to audit findings.
• Assist with annual budget preparation and related projections, including creating financial reports and preparing operating budgets.

Qualifications

• Bachelor’s degree in accounting or finance and 4+ years of accounting experience is required.
• Strong accounting foundation, including:
  • Financial statement review
  • Account reconciliations
  • Adjusting entries
  • Accruals
  • Month-end close processes
• Experience designing or improving accounting workflows, financial statement presentation, management reports, KPIs, and dashboards.
• Ability to translate accounting results into clear, useful business insights for owners, executives, and non-accounting stakeholders.
• Excellent people, customer service, organizational, and presentation skills.
• Ability to multitask and manage multiple projects with competing priorities and deadlines.
• Passion for building and working as part of a team.
• Extremely detail-oriented with strong follow-up skills.
• Creative problem-solver who removes obstacles.

Preferred Qualifications

• Outsourced accounting and onboarding experience.

Compensation & Benefits

• Starting wage: $75,000 to $85,000
• The starting range represents the low and high end of the organization’s range for this position. Actual wages may vary and may be above or below the range based on location, experience, and performance.
• Total compensation may include commissions, annual bonuses, and program-specific rewards.
• Benefits may include:
  • Health, dental, vision
  • Life insurance
  • Short-term and long-term disability
  • Flexible spending
  • Ancillary benefits
  • Retirement savings plan
  • Paid holidays
  • Paid time off (PTO)

Equal Opportunity Employer

The employer considers all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Application Close Date

11/2/2026