All In One Accounting
  • 30-Nov-2017 to 29-Jan-2018 (PST)
  • Eagan, MN, USA
  • Salary
  • Full or Part Time

Company Overview:

All In One Accounting offers customized onsite and offsite accounting services for businesses that are at various stages of growth. Our services range from simple on-demand accounting projects, to CFO advisory and fully outsourced bookkeeping services. We integrate when and where our clients need us. Our clients span all industries and are companies that are growing, changing business strategy or looking for ways to create efficiency and controls within their accounting practices.

Position Overview:

The implementation specialist is responsible for managing and working directly with clients to ensure end to end operational readiness.  Taking clients from initial phase through to successful transition.  This is a multi-task role where the client implementation specialist will be handling multiple client projects concurrently.  They function as the point person for the client & All In One Accounting team on all inquiries.  This is an ideal position for a highly organized individual who is skilled at implementing processes to optimize organizational efficiency.  To be successful, you must be a dependable and hardworking individual who possesses strong project management skills, a love for technology, a desire to lead, and works well in a collaborative culture.  Must have proven ability to effectively work within a fast-paced environment and ability to prioritize multiple deliverables simultaneously, while adhering to tight timelines and budgets.  The position requires a focus on client needs, strong leadership, strategic/critical thinking, and problem solving skills to accomplish the goals of both the client and internal team.  They are a key leader in facilitating a smooth transaction from sales to the All In One Accounting delivery team.

Responsibilities:

Project Management

  • Assist in managing sales flow process
  • Develop plan to get new clients on boarded based on initial review
  • Ensures all implementations are delivered on-time and on budget
  • Capacity management of internal operations team
  • Creates and maintains weekly status reports
  • Ensures process documentation is created and delivered to the client
  • Ensures successful handoff to maintenance team
  • Set up QuickBooks hosting and all accounting related programs

Leadership

  • Delegate project tasks to ensure flawless execution
  • Regularly communicate with team to clarify specific requirements of each project
  • Ability to evaluate core value alignment with client and team
  • Works directly with CEO/COO and practice manager

Accounting

  • Ability to review current accounting approach, strength of systems and financial statements to include g/l and other systems
  • Tie out to last tax return
  • Produce accurate balance sheet for initial month end
  • Create and implement reporting protocol
  • Set up, train and test all accounting approaches
  • Performs other duties as assigned from time to time by clients or other team members

Qualifications:

  • Relevant finance leadership experience
  • Project management experience
  • Superior time management skills. Effectively prioritize while working with team members, clients and leadership, often at once
  • Ability to review project work scopes, quantities, costs and accuracy of specifications for completeness
  • Ability to effectively oversee multiple clients
  • Proven ability to consistently meet deadlines
  • Deadline driven mentality
  • Ability to communicate value to clients
  • Ability to scale hours and down to meet client demands
  • Must be flexible with focus and client environment and help guide decisions

Minimum Education & Training Required:

  • Bachelors Degree
  • Strong experience with QuickBooks including QB's certifications
  • Strong experience with add on software that integrate with QuickBooks
  • Project Management Certification
All In One Accounting
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