Job Description

Are you passionate about systems integrations, solving problems, and helping client's ensure they are set up for success?

Join ALC, a fast-growing, fully remote CFO Advisory and Outsourced Accounting firm. We are on a mission to 'WOW professional and CARE personally' by providing expert guidance, people centric service, and custom solutions. We believe the combination of unmatched strategic thinking and experience, coupled with a caring human touch, is the key to success and allows us to bring clarity, confidence, and peace of mind to the growing organization and business leaders we serve.

We're Seeking :

• Tech-savvy accounting enthusiasts eager to support entrepreneurial businesses.
• Professionals valuing systematic approaches, coupled with creativity to find a solution that fits best.
• Those craving diversity in tasks and a collaborative team environment.
• Highly experienced business leaders who want to help us grow our organization.

Who We Are :

We are a passionate team serving privately held, entrepreneurial businesses across the U.S. Our domains span property management, real estate, data management, professional services, non-profits, and more.

Core Values We Live By :

• Speak Your Truth
• Get Sh!t Done
• Team Up
• Be Curious
• Choose Joy

This role will support the Director of Financial Systems and Implementations in overseeing implementation projects, collaborating with clients and internal teams to define project scope, develop timelines, and ensure successful execution. Your strategic mindset and strong project management skills will be essential in identifying opportunities for process optimization, driving efficiency, and delivering exceptional client experiences. Additionally, you will provide leadership to senior and staff accountants, fostering a collaborative and high-performing team environment. Finally, you'll be pivotal in ensuring a seamless transition to our monthly-recurring accounting team, working closely with software solutions like Bill.com, Fathom, and Expensify.

What We're Looking For:

• Experience in client onboarding and complex accounting systems implementations.
• Advanced proficiency in cloud-accounting platforms like QuickBooks, Bill.com, and NetSuite.
• Agile, detail-oriented individuals with excellent organizational skills.
• Exceptional strategic thinking, creativity, and problem solving skills.
• Strong team collaboration and client communication skills.
• Experienced professional eager to help us grow our organization.

Key Responsibilities:

• Lead and organize the client onboarding experience; provide excellent project management
• Client management - understanding their situation and goals to provide relevant and actionable recommendations
• Suggest the best platforms to use & convert client accounting and payroll systems to cloud-based platforms.
• Lead and mentor others to reconcile and ensure the accuracy of clients' existing books and records.
• Implement and integrate peripheral software to enhance clients' accounting processes.
• Lead the team to produce month-end close work and financial statements for clients during the implementation phase.
• Document procedures and policies for new clients and ensure a smooth transition to the monthly-recurring accounting team.
• Evaluate and streamline processes to create efficiencies.
• Foster the growth and development of Staff/Senior Accountants and junior team members through guidance and mentorship.

The Successful Candidate:

• Excellent project management skills
• Strong ability to lead a team
• Has extremely strong attention to detail
• Has relentless problem-solving skills
• Works well within prescribed deadlines across multiple projects
• Is adaptive and agile in changing situations
• Is able to evaluate workflow processes and procedures to develop, recommend, and implement procedural and system changes to increase accuracy and efficiencies
• Takes ownership of issues and follows problems through to resolution
• Ensures adherence to service procedures, policies, and standards
• Has a customer service orientation with strong client-facing skills
• Has a can-do attitude coupled with a love of teamwork and collaboration

Requirements

REQUIRED SKILLS, EDUCATION, AND EXPERIENCE

• Bachelor’s degree in accounting (REQUIRED)
• Active CPA license issued by a state board of accountancy in the United States
• Minimum 5 years of accounting experience
• Advanced proficiency in tools like QuickBooks Online, Bill.com, NetSuite, and Excel

Benefits

• "Work Wherever" philosophy - independence, freedom, and flexibility by working from your home office
• Comprehensive benefits package including a 401k match
• Flexible vacation and a 2-week soft close at the end of the year
• No busy season!!
• Fun, friendly, and collaborative culture built on accountability and camaraderie

**NOTE: We are extremely dedicated to employee engagement and hiring for the long-term. To that end, our recruiting process includes several assessments, the results of which will become part of your entire application.

Compensation :

We're committed to fair pay, evaluating using national and industry-specific data. Compensation will factor in experience, skills, and external market rates. Targeted range for this role is $85,000 to $100,000 annually.

a la C.A.R.T.E. Solutions is proud to be an Equal Opportunity Employer. Offers of employment are contingent on background checks and eligibility proof for work in the US.

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