KansasCityRecruiter Since 2001
the smart solution for Kansas City jobs

Accounting Onboarding Manager

Company: e2E, LLC
Location: Kansas City
Posted on: April 10, 2021

Job Description:

  • Full-time Company Description e2E serves growing businesses by providing business management strategies to assist at various life-stages along the path from entrepreneur to enterprise. We assist business owners and executives in addressing a myriad of concerns that growth-oriented businesses face; from funding & banking options, budgeting & planning, accounting, payroll & taxes, hiring & HR compliance, marketing, scoping IT solutions/service contracts to facilities planning matters. To learn more about e2E, visit our website at www.e2ekc.com.-- Job Description We are seeking a dynamic individual who enjoys working with entrepreneurial companies, excels in a fast-paced environment, is curious, enjoys providing a high level of service and welcomes the challenges that come with change, learning new online software tools, and managing priorities. This role will be client-facing and lead the client onboarding process personally and with internal staff to ensure a streamlined and effective (quality and efficiency) client experience. You will be on the ground floor of a growing company that has a grand vision for success. This is an awesome opportunity for the right person who is hungry for a rewarding challenge. This position builds and implements a comprehensive, client-focused, and scalable onboarding process for all e2E clients. Executes all client accounting onboarding tasks and is responsible for client and internal staff engagement throughout the process. Provides outstanding communication, accounting knowledge, coordination, project management, problem solving and trouble shooting skills to entrepreneurial clients by performing the following duties. This position will be based in the Kansas City, MO area. Essential Duties and Responsibilities
    • Builds and documents a comprehensive, client-focused, and scalable client onboarding process for e2E
    • Creates, owns, and manages onboarding for client onboarding and is responsible for client communication, engagement, and satisfaction
    • Attends prospect introduction calls and understands parameters of client engagements
    • Creates onboarding plan and monitors client timelines and internal SLAs, ensuring both are met or exceeded and proactively communicates any deviations or schedule updates to client
    • Manages and executes all new client accounting onboarding processes and tasks including:
    • Schedule and task calendar for each client
    • Payroll setup (moving payroll provider if needed)
    • GL mapping
    • Update accounting records and correct accounting practices of client, create efficiencies in client's accounting file (bank rules, automatic report generation, etc.)
    • Produce first month of full-charge bookkeeping work
    • Ensure all adjusting entry schedules are correct
    • Draft accounting manual and accounting checklist for all new clients (using templates)
    • Smooth transition to internal accounting team
    • Other onboarding duties as required
    • Initiates and implements continuous improvement in the client onboarding processes to improve the client experience (quality and ease of transition), internal team workflows, and efficiency Qualifications Personal Attributes
      • Excellent attention to detail, meticulous project management, process design and implementation skills;
      • Excellent written and verbal communication skills. Able to communicate with clients with poise and professional effectiveness;
      • Detail-oriented, organized, and able to work in a fast-paced environment.
      • Comfortable with, and like using, new technologies
      • Ability to manage onboarding multiple clients simultaneously;
      • Self-starter, independent worker, focused on continuous improvement. Qualifications
        • Bachelor's degree in Accounting required, CPA preferred
        • 7+ years of related experience. Accounting/Financial operating knowing including processes and systems set-up and project management skills required
        • Experience as accountant, performing bank and credit card reconciliations, AP/AR accounting, payroll, monthly close, adjusting entries, and financial statement preparation
        • Experience running and setting up payroll preferred
        • Experience using QuickBooks Online preferred
        • Experience with other accounting software is a plus If you are not currently based in Kansas City, please explain whether you are planning to relocate to Kansas City. Additional Information The above statements are intended to describe the general nature of the work being performed and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required. This document describes the position currently available. The organization reserves the right to modify job duties or job descriptions at any time. All your information will be kept confidential according to EEO guidelines.

Keywords: e2E, LLC, Kansas City , Accounting Onboarding Manager, Accounting, Auditing , Kansas City, Kansas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Diversity, Equity and Inclusion (DEI) Officer
Description: FHLBank Topekas products, services and programs help our member financial institutions provide affordable credit and support housing and community development efforts. We are accepting resumes for the (more...)
Company: FHLB Topeka
Location: Topeka
Posted on: 04/19/2021

Ammunition Stock Control and Accounting Specialist - Virtual Career Fair (Prairie Village)
Description: From Human Resources to Cyber Defense, the Army National Guard is hiring You can go to school, keep a full-time job, and even run a business while serving in
Company: Army National Guard
Location: Shawnee Mission
Posted on: 04/18/2021

Financial Representative
Description: Western and Southern has an excellent opportunity for a Financial Representative in your area. br br Our agents help our middle market customers meet their financial goals using a robust portfolio (more...)
Company: Western & Southern Life
Location: Kansas City
Posted on: 04/19/2021


Ammunition Stock Control and Accounting Specialist - Virtual Career Fair (Kansas City)
Description: From Human Resources to Cyber Defense, the Army National Guard is hiring You can go to school, keep a full-time job, and even run a business while serving in
Company: Army National Guard
Location: Kansas City
Posted on: 04/19/2021

Remote Senior Billing Representative
Description: A health insurance company needs applicants for an opening for a Remote Senior Billing Representative. Candidates will
Company: VirtualVocations
Location: Kansas City
Posted on: 04/19/2021

Ammunition Stock Control and Accounting Specialist - Virtual Career Fair (Paola)
Description: From Human Resources to Cyber Defense, the Army National Guard is hiring You can go to school, keep a full-time job, and even run a business while serving in
Company: Army National Guard
Location: Paola
Posted on: 04/18/2021

36B Financial Management Technician - Virtual Career Fair (Spring Hill)
Description: From Human Resources to Cyber Defense, the Army National Guard is hiring You can go to school, keep a full-time job, and even run a business while serving in
Company: Army National Guard
Location: Spring Hill
Posted on: 04/18/2021

Billing Specialist
Description: Company Overview Job ID: APAC Central Inc., is a CRH company producing and providing crushed aggregate materials, sand, ready-mix concrete, asphalt, and performing as a regional heavy highway/infrastructure (more...)
Company: CRH Americas Materials
Location: Warrensburg
Posted on: 04/19/2021

Payroll Specialist
Description: Ref ID: 02380-0011777305Classification: Payroll ClerkCompensation: 22.00 to 28.00 hourlyRobert Half Finance is looking for a Payroll Specialist to join a great team with a rapidly growing client in (more...)
Company: Robert Half
Location: Kansas City
Posted on: 04/19/2021

Financial Services Professional
Description: Do you have great listening skills and a knack for developing effective, analytics-based strategies We are seeking a money-minded individual who is looking for an opportunity to break into the financial (more...)
Company: New York Life - Kansas City
Location: Kansas City
Posted on: 04/19/2021

Log In or Create An Account

Get the latest Kansas jobs by following @recnetKS on Twitter!

Kansas City RSS job feeds