New Client Onboarding Accounting Manager @ Full Stack Finance

INACTIVE

Full-Time

New Client Onboarding Accounting Manager

Full Stack Finance

11-50 employees

CFO & accounting services provider

Consulting

Mid, Senior

Remote

Required Skills

NetSuite

Requirements

About the job
We are expanding our New Client Onboarding Team and hiring experienced Accounting Managers and accountants familiar with the numbers and processes behind quickly-growing consumer products, food & beverage and SaaS companies. Our New Client Onboarding Team is responsible for the experience and setup of Full Stack Finance newest clients across all our service offerings and key industries. The team transforms our new clients' financials and deploys our best practices and suite of cloud-based applications, leveraging the deep industry experience we've gained from managing the accounting and financial processes for more than 650 early- stage and venture-backed companies. The team manages the onboarding project, budget, and statement of work for clients and collaborates with individuals from our International Team and our ongoing Accounting Support Teams to ensure all new clients are set up for success
At least 6 years of operational accounting experience
An undergraduate degree in Accounting or Finance
Experience with full close-cycle accounting
Experience developing complex accounting processes and documentation
Experience working in multiple General Ledger systems (QBO, QBD, Xero, Netsuite)
Experience with cloud-based accounting applications (Bill.com, Tallie, Expensify)
Working knowledge of inventory and inventory management systems (Dear, SOS Cin7)
Experience collaborating with and managing a team
Knowledge of consulting business model and tools in multi-client environment
A passion for leveraging systems and driving process improvements
Strong working knowledge of Excel
CPA and/or Big-4 experience a plus
Expertise working with venture-backed start-ups a plus

Responsibilities

Client Service
Engage with clients to develop an understanding of their team, business models and needs
Deliver high quality client service to the CEOs and Founders within your portfolio of clients
Partner with Directors and CFOs to manage client relationships
Act as the primary point of contact for clients' accounting questions and needs during the onboarding phase
Project Management & Accounting
Oversee the successful progression of the new client onboarding process -- from the time a client signs to the time they transition to a steady-state relationship
Transform client financials to industry best practices and accrual standards
Set up cloud-based applications including Bill.com and expense management software
Lead the creation of month-end close processes and supporting schedules
Develop and document complex accounting processes and scalable procedures with strong controls, including internal processes that impact the financials
Work towards and ultimately deliver accurate consolidated financial statements
Train client teams on best practices
Mentorship & Collaboration
Mentor and develop a team of accountants by reviewing their work and ensuring adequate opportunities for training and new experiences
Allocate and delegate work across the team to balance workload and training opportunities
Partner with colleagues across the company and within the team to learn industry best practices and to implement and integrate new processes

Full Stack Finance offers a complete, end-to-end range of financial and human resources (HR) related services to early stage and high growth companies. We embed a team of experienced finance & accounting and HR professionals directly into the operations of the company. Because of this, we are a vertically-integrated and very versatile business partner for companies experiencing high growth. We can only provide amazing partnerships by hiring talented professionals who are ready to ride the waves and help companies focus on the growth of their businesses.

New Client Onboarding Accounting Manager - Remote

About the job

We are expanding our New Client Onboarding Team and hiring experienced Accounting Managers and accountants familiar with the numbers and processes behind quickly-growing consumer products, food & beverage and SaaS companies. Our New Client Onboarding Team is responsible for the experience and setup of Full Stack Finance newest clients across all our service offerings and key industries. The team transforms our new clients’ financials and deploys our best practices and suite of cloud-based applications, leveraging the deep industry experience we’ve gained from managing the accounting and financial processes for more than 650 early- stage and venture-backed companies. The team manages the onboarding project, budget, and statement of work for clients and collaborates with individuals from our International Team and our ongoing Accounting Support Teams to ensure all new clients are set up for success.

We are looking for builders, project managers and the client-service-obsessed who share our passion for numbers, systems, and helping entrepreneurs reach new heights. We operate in a fast- paced environment that offers a variety of challenges and opportunities to gain more experience in several areas of accounting -- positioning you for growth and exposing you to the next level of financial accounting.

This is a hands on accounting and project management position. We are looking for someone who derives great satisfaction from communicating with clients, managing an end-to-end process, coordinating a team, handling accounting transactions, and building out best practices and procedures. The person must be able to prioritize and multitask while working on multiple clients. There will be tons of client interaction and problem solving, as well as some administrative work to keep things running smoothly.

Responsibilities:

Client Service

Engage with clients to develop an understanding of their team, business models and needs

Deliver high quality client service to the CEOs and Founders within your portfolio of clients

Partner with Directors and CFOs to manage client relationships

Act as the primary point of contact for clients’ accounting questions and needs during the onboarding phase

Project Management & Accounting

Oversee the successful progression of the new client onboarding process -- from the time a client signs to the time they transition to a steady-state relationship

Transform client financials to industry best practices and accrual standards

Set up cloud-based applications including Bill.com and expense management software

Lead the creation of month-end close processes and supporting schedules

Develop and document complex accounting processes and scalable procedures with strong controls, including internal processes that impact the financials

Work towards and ultimately deliver accurate consolidated financial statements

Train client teams on best practices

Mentorship & Collaboration

Mentor and develop a team of accountants by reviewing their work and ensuring adequate opportunities for training and new experiences

Allocate and delegate work across the team to balance workload and training opportunities

Partner with colleagues across the company and within the team to learn industry best practices and to implement and integrate new processes

Required Experience, Skills and Qualifications:

At least 6 years of operational accounting experience

An undergraduate degree in Accounting or Finance

Experience with full close-cycle accounting

Experience developing complex accounting processes and documentation

Experience working in multiple General Ledger systems (QBO, QBD, Xero, Netsuite)

Experience with cloud-based accounting applications (Bill.com, Tallie, Expensify)

Working knowledge of inventory and inventory management systems (Dear, SOS Cin7)

Experience collaborating with and managing a team

Knowledge of consulting business model and tools in multi-client environment

A passion for leveraging systems and driving process improvements

Strong working knowledge of Excel

CPA and/or Big-4 experience a plus

Expertise working with venture-backed start-ups a plus

Join Our Team

- We offer a generous benefits package - medical, dental, vision

- We believe in work / balance and offer a generous PTO policy

- Work with a smart, fun and collaborative team

- We enjoy having frequent company gatherings and events

- Work with the hottest startups in the industry

About Full Stack

Finance Full Stack Finance embeds teams of experienced, Accounting & Finance and Human Resources professionals within Startups and high growth businesses according to their operating needs. We aren’t just an Accounting & HR firm – we act as a startup’s Finance & Accounting and/or HR Department, giving them a breadth and depth of services similar to in-house personnel but at a lower cost. We offer integrated and seamless scalable support, because we know that many things can change over short periods of time.

Full Stack Finance

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Website

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Full Stack Finance is on a mission to help early stage and high growth companies with end-to-end range of financial and human resources (HR) related services. Full Stack Finance isn't just an Accounting & HR firm – they act as a startup's Finance & Accounting and/or HR Department, giving them a breadth and depth of services similar to in-house personnel but at a lower cost

Company Stage

N/A

Total Funding

N/A

Headquarters

Santa Monica, California

Founded

2015

Growth & Insights

Headcount

6 month growth

↓ -38%

1 year growth

↓ -50%

2 year growth

↓ -58%

Benefits

Medical, dental, & vision

401k match

Generous PTO policy

Company gatherings & events

INACTIVE