Client Onboarding Accountant

2 months ago

New Delhi, India Sagan Full time

Job Title: Client OnboardingAccountant
Location: Remote (PST TimeZones)
Salary Range: up to5000 USD

Work Schedule:Monday to Friday 7:00 AM and 3:00 PM(PST)

NOTE: INDEPENDENT CONTRACTORPOSITION

CompanyOverview:

Sagan is an exclusivemembership community for top executives founders and CEOs seekingto hire and maximize the impact of international talent. We bridgethe gap between global talent and USbased businesses connectingcandidates from vibrant regions like Latin America the PhilippinesIndia Pakistan Bangladesh and Africa with leading Americancompanies. Discover a world of career possibilities withSagan.

PositionOverview:

The Senior Accountantwill play a crucial role in managing the onboarding of new clientsassessing their current accounting processes and implementingimprovements to optimize financial workflows. This positioninvolves direct interaction with clients to understand and refinetheir financial systems managing internal coordination with senioraccountants and conducting periodic financial reviews. The idealcandidate will have strong accounting expertise and experience inclient onboarding within an outsourced accountingenvironment.

KeyResponsibilities:

Client Onboarding and ProcessImprovement:

  • Lead theonboarding process for new clients by evaluating their currentaccounting systems and workflows.
  • Clean up andreorganize financial records and books to ensure accuracy andcompliance.
  • Develop and implement newaccounting processes software and workflows to streamline andenhance efficiency.
  • Coordinate with senioraccountants to support onboarding efforts and ensure seamlesstransitions.

Client Interaction andSupport:

  • Serve as theprimary point of contact for clients during the onboarding phasemanaging communications via email andZoom.
  • Provide ongoing support and guidance toclients ensuring a smooth onboardingexperience.
  • Conduct periodic financial reviewsof other accounting managers clients to ensure adherence to bestpractices and compliance.

Financial Planning and Analysis(FP&A):

  • Depending on experience assist with financialplanning and analysis tasks to support client and companygoals.
  • Prepare financial reports and provideinsights on financial performance to inform strategicdecisionmaking.

Qualifications:

  • Proven experience in accounting or financialmanagement
  • Proficiency with accounting softwarepreferably QuickBooks Online (QBO); experience with otheraccounting tools (e.g. QuickBooks Desktop Sage Netsuite) isadvantageous but not required.
  • Strong Englishlanguage proficiency (written and verbal) and excellentcommunication skills.
  • Ability to managemultiple client relationships and coordinate with internal teamseffectively.
  • Familiarity with financialplanning and analysis is a plus.
  • Experiencewith USbased clients or accounting practices is highlydesirable.

NicetoHaves:

  • Experience working in an outsourced accountingfirm managing multiple clientssimultaneously.

Please note: To ensure prompt processing ofyour application we kindly request that you submit your resume andintro video in Englishformat.

Remote Work :

No

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