Onboarding Specialist (National Consulting & Outsourcing Team)

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

CLA Overview

CLA is a national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Job Description

Knowledge on chart of accounts setup and conversions to make recommendations on improvements. Make recommendations to improve chart of accounts and system setup and conversion. Work across a wide variety of industries, pulling in additional industry expertise when needed. Learn business drivers, strategy, risk areas, and accounting concerns. Successfully utilize accounting systems such as QuickBooks (Online & Desktop), and Xero. Utilize AR/AP systems such as BILL.com and Ramp.com. Adapt and change with client needs and deadlines. Remain accurate and consistent in task execution.

Education/Experience

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

Skills/Knowledge

• Strong communication skills, both written & verbal.
• Strong project and time management skills.
• Ability to adapt and change with client needs and deadlines.
• Knowledge on chart of accounts setup and conversions.
• Proficiency in accounting systems such as QBO, QBD, and Xero.
• Proficiency in AR/AP systems such as BILL and Ramp.
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).

Equal Opportunity Employer

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, .

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA's privacy policy is available to be viewed on our website. to see the full policy.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

Click here to learn more about CLA’s benefit offerings.