Onboarding Accountant - Scottsdale, United States - Uplinq

Uplinq

Verified Company

Scottsdale, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Individual applicants only. Accounting firms should not solicit business based on this opening.

About Uplinq
We are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. This wasn't always our plan.

When we started Uplinq, we wanted to help small businesses use their financial data to make timely business decisions, survive loan due diligence, and work with acquirers/investors.

We tried solving these challenges directly to no avail and quickly realized they are all symptoms of a bigger problem:
bookkeeping is hard, and SMBs hate doing it.

Since then we've been hard at work developing accounting technology for small businesses that is high-quality, real-time, and affordable. Our customers are dentists, restaurant owners, insurance agents, realtors - real people from all walks of life. Some tried to manage their books in QBO themselves and couldn't keep up. Some paid a CPA firm too much for bookkeeping that only gets updated once a quarter. Some switched from companies like Bench and Pilot looking for better service.

We are a tight-knit team including CPAs, engineers, tax preparers, product designers, and marketers.

We support each other, communicate openly, have fun at work, and all believe in Uplinq's mission to help real people run their businesses better.

Things You Will Do:

Lead onboarding new clients and their entity(s). This entails running the onboarding meeting via UPLINQ's platform, pre and postmeeting communication, information and data gathering, and company setup prior to handoff to UPLINQ's bookkeeping team
Support the development UPLINQ's onboarding processes to ensure a frictionless client experience and an efficient internal process
Interact with highvalue clients to ensure accounts are setup optimally for UPLINQ's bookkeeping services
Communicate and meet with clients to answer questions, gather information, and explain financial data if needed
Collaborate with the team to create valuable technology solutions within the onboarding process
Share responsibility for testing the financial feasibility of future financial goals of the product

First 30 and 60 Days:

In the first 30 days you will
Familiarize yourself with UPLINQ's system and new onboarding process
Begin to corun onboardings with our existing team
Drive company setup work with the support of our existing team
Identify pain points and solutions, both internally and externally, within the onboarding process
In the first 60 days
You will begin to run and manage onboardings
You will own all company setup work
You will work with engineering and the bookkeeping team to better the onboarding process alongside UPLINQ's evolving processes

Must Have
Requirements:

Experience with onboarding or company setup of new bookkeeping clients
3+ years of experience with cash and accrual bookkeeping
3+ years of experience should be focused on public accounting for SMBs
You likely have experience similar to a Staff Accountant at a public accounting firm
Professionalism and customer service skills
Experience collaborating with product and/or software engineering teams
Critical thinking and problem solving abilities — you are comfortable working with the unknown, learning, and solving bookkeeping challenges. You could look at any set of books and identify issues, create an action plan to solve them and execute or oversee the action plan
Experienced and comfortable working in fastpaced environments and have the business acumen to take complex data and simplify it for company owners. Attention to detail & ability to adopt new tools and methods quickly
The ability to communicate complex data in an understandable way
Exceptional organization skills
Willing to be mentored as well as mentor others

Bonus Points:

You have experience working with tax professionals
You have experience at an early stage startup
You are familiar with Plaid and other financial technology solutions
You have experience with dashboards and data analysis

Other Qualifications:

Education

Bachelor's degree in business, accounting, math, finance, or economics is highly preferred

Experience

5+ years experience in public accounting or finance, managing accounting and financial operations
Significant experience with QuickBooks Online and experience adapting to new processes and software very quickly

Reasons to choose Uplinq:

Work to build something you actually believe in and solve problems creatively
Unique growth and career opportunities of an organization that will scale rapidly
Respect for your contribution to a continually improving, collaborative environment
Own your work and outcomes in a supportive professional environment
The excitement of a productled agile organization
A flexible balance between work from home and in person collaboration