Onboarding Specialist: Accounting Systems & COA Optimization

CliftonLarsonAllen LLP; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

CliftonLarsonAllen LLP (CLA) is seeking an accounting professional to optimize chart of accounts, support conversions, and assist across multiple industries. You will work with QuickBooks Online/Desktop, Xero, BILL, and Ramp while ensuring accuracy and timely delivery of client tasks.

Requirements include a bachelor’s degree in accounting/finance or related field and at least 3 years of relevant experience; adaptability to client needs and deadlines is essential for success at CLA.

Qualifications

• Bachelor's degree in accounting, finance, business administration or related field is required.
• 3 years of relevant accounting/finance experience required.
• Combination of experience, education and training may be accepted in lieu of degree.

Responsibilities

• Knowledge on chart of accounts setup and conversions; propose improvements.
• Recommend improvements to chart of accounts and system setup and conversion.
• Work across industries, bringing in industry-specific expertise when needed.
• Learn business drivers, strategy, risk areas and accounting concerns.
• Utilize accounting systems such as QuickBooks Online/Desktop and Xero.
• Use AR/AP systems such as BILL and Ramp.
• Adapt to client needs and deadlines; maintain accuracy in tasks.

Skills

Communication

Project management

Adaptability

Chart of accounts

QBO/QBD/Xero

AR/AP systems

MS Excel/Word/Outlook

Education

Bachelor's degree in accounting/finance/business administration or related

Tools

QuickBooks Online

QuickBooks Desktop

Xero

BILL

Ramp

Microsoft Excel

Microsoft Word

Outlook

Job description

CliftonLarsonAllen LLP (CLA) is seeking an accounting professional to optimize chart of accounts, support conversions, and assist across multiple industries. You will work with QuickBooks Online/Desktop, Xero, BILL, and Ramp while ensuring accuracy and timely delivery of client tasks.

Requirements include a bachelor’s degree in accounting/finance or related field and at least 3 years of relevant experience; adaptability to client needs and deadlines is essential for success at CLA.