Senior Implementation Associate

Position responsibilities:

• Lead the design, implementation, optimization of technology stacks to meet specific client requirements.
• Work on a team to support client needs. Tailor accounting to the client's needs and for optimum efficiency for our accounting team.
• Work expertly in Xero or QuickBooks online and Bill.com
• Support client accounting in a variety of industries
• Perform extensive accounting cleanup, diagnosis, and solutions
• Complete accurate and timely productions of monthly financial statements
• Examine financial statements and identify discrepancies
• Identify and document processes and procedures
• Create training documentation and roll out new processes to the firm

• Collaborate with cross-functional teams to provide client advisory services and guidance on leveraging technology for improved operational efficiency and customer satisfaction.
• Assist in formulating strategies and solutions that align with clients' business goals and accounting functions.

• Lead and manage projects related to data conversion and file migrations, ensuring successful delivery within specified timelines and budget constraints.
• Provide regular update to stakeholders and manage expectations throughout the project lifecycle.
• Manage project scope, project plans, milestones, and deliverables.

Qualifications:

• Hands on experience using or implementing accounting software products e.g. Xero, Intacct, BILL, etc.
• Experience with Project Planning tools, such as Karbon, ClickUp, etc.
• Bachelor's degree in Accounting, Computer Science, or another business-related field; or equivalent experience (desired)
• Manufacturing industry experience (preferred)
• Netsuite experience (preferred)
• Strong background in technology implementation, data management, and analysis in relation to Accounting processes.
• At least 3-5 years using QuickBooks Desktop or QuickBooks Online (QBO), Xero, and other accounting systems.
• Understanding of Accounting principles and best practices including financial statements, cash flow, expense management, chart of accounts (COA)
• At least 2-3 years managing projects related to implementing, migrating, or releasing software, preferably related to accounting and/or payroll services.
• Knowledge and reconciliation experience with clearing accounts, cash accounts, prepaid expenses, accrued revenue, accrued liabilities
• Problem solver with effective communication and analytical skills
• Self-motivated with excellent organization and time management skills
• Expertise in resource management that delivers quality projects on time, in scope and within budget.
• Ability to multi-task, manage multiple projects at once, and adapt to changing / competing priorities.
• Advanced level experience using Excel

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave - coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

• Working with an industry leader : Be part of a high-growth firm that is passionate for what's next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.