Accounting Project and Implementation Specialist
B
BurklandAccounting services
United States - RemoteFull-TimeMiddle
Salary115,000 - 130,000 USD per year
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Job Details
- Experience
- 5+ years of hands-on accounting work
- Required Skills
- Project Management
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 work, including month-end close, account reconciliations, and accrual-basis financial statement preparation under U.S. GAAP.
- Experience creating processes and championing 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.
- Experience with new-client implementation, such as 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 independently manage several concurrent engagements in a remote environment.
- Strong organizational and project management skills.
- CPA license or active progress toward one is preferred.
- Prior outsourced or fractional accounting work serving startups or venture-backed companies is preferred.
- Experience building quality control checklists, review standards, or process documentation is preferred.
- Hands-on use of AI tools in accounting workflows is preferred.
Responsibilities
- Project manage and execute historical cleanup and new-client onboarding or 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 charts of accounts, opening balances, and connections to supporting systems.
- Flag scope changes and discoveries that affect pricing, and raise them promptly before work continues.
- Track hours against quoted budgets throughout each engagement and identify potential overruns early.
- Keep the ongoing production team informed throughout each engagement.
- Document final deliverables, account status, open items, and client-specific processes for handoff to the production team.
- Use AI tools and firm systems to support cleanup, reconciliation, and review, with human review and protection of client data.
- Document repeatable approaches and share actual hours and lessons learned to improve future project scoping and delivery.
- Test and support implementation of new tools, systems, and processes.
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