Mission: The purpose of the Senior Corporate Accounting Specialist is to deliver an excellent client experience (we call it The ProfitCoach Experience) in all Corporate accounting activities assigned. This includes being a resource for questions, issues, and review for items that may be related to monthly financial reviews, bank feeds, payroll processing or recording, payable processing, client communications and new client on-boardings, or client accounting clean-up. 

• Internal
• Join and participate in the Corporate transaction meetings 
• Team Capacity Planning, assists with analysis of budget versus actual time and Corporate team member capacity
• Attend weekly company calls 
• Attend every other week 1:1 calls with direct supervisor 
• Have excellent communication via email and slack 
• External
• Client calls, as needed, current average is 1-3 calls per week
• Inbox oversight and email review, assist other team members with client communications
• Client on-boardings 
• Schedule and coordinate client on-boarding calls 
• Set and/or reset new client expectations based on the scope of services that was sold
• Perform software setups during client on-boarding 
• Evaluate and perform historical clean-up work for new clients (can delegate and collaborate) 
• Ad hoc projects & small project management
• Must be able to scope a project by # of hours and team members required 
• Display ability to communicate and keep team and client up-to-date
• Deliver the ProfitCoach Experience throughout projects as they come up 
• Collaborator on financial close, ensuring clients books from the past month are closed by the committed upon deadline each month
• Owning the monthly financial review for a number of clients, and as new clients come on board.
• Review and suggest efficiency improvements for the financial close process
• Able to contribute to the Annual Year-End Close process
• Backup payroll processor as needed, and for new clients
• Internal auditor of client books, in collaboration with peers within the department
• Internal auditor of our internal Asana processes, in collaboration with peers within the department

Required Qualifications: 

• Experience in Quickbooks Online (QBO)
• Excellent written communication skills
• Excellent problem-solving skills
• Detail-oriented
• Excellent proficiency in Microsoft Excel and Google Sheets
• Experience with financial review 
• Experience with running payroll or payroll recording 
• Able to understand new concepts with written and hands-on support

Preferred Qualifications:

• Experience in Xero
• Understanding of property management accounting
• Familiarity with the NARPM Standard Chart of Accounts 
• Experience in AppFolio, navigating to reports

• Salary
• PTO
• Health stipend