Senior Onboarding Accountant: Fast-Track Client Success

G&A Partners; United States; On-site; USD 75,000 - 90,000; Full time

Job summary

GrowthForce is seeking a Senior Onboarding Accountant to be the first point of contact for new clients and to guide onboarding and implementation. You will clean up books, document processes, and hand off to recurring services with strong systems knowledge and a focus on simple solutions for complex challenges.

You will mentor onboarding associates, gain client system access, and continuously improve financial insights and reporting during the onboarding window.

Qualifications

• Bachelor’s degree in accounting or finance required or equivalent.
• Strong accounting foundation including financial statement review, reconciliations, entries, accruals, and month-end close.
• Experience designing or improving accounting workflows, reports, KPIs, and dashboards.
• Ability to translate accounting results into clear business insights for owners and executives.
• Excellent people, customer service, organizational, and presentation skills.
• Ability to multi-task and manage multiple projects with deadlines.
• A passion for building and being part of a team.
• Detail oriented with focus on completion and follow-up.
• Creative problem-solver and obstacle remover.

Responsibilities

• Serves as the initial point of contact for new clients and provides weekly updates during onboarding.
• Mentors and supports other onboarding associates.
• Gains access to client systems and facilitates platform conversion when needed.
• Identifies risks, addresses challenges, reduces issues, and escalates when required.
• Understands client processes, identifies gaps, and opportunities for improvement.
• Conducts data clean-up to ensure up-to-date, accurate records.
• Realigns chart of accounts and financial statements for better insights.
• Performs end-of-month reporting, reconciliations, and journal entries; reviews P&L and balance sheet.
• Delivers financial reports to clients and explains changes and results.
• Prepares process documentation, trains clients, and enables smooth handoff to recurring team.
• Assesses client needs, selects third-party applications, implements and trains users.
• Uses Excel, VBA/macros, AI tools to automate onboarding tasks and improve accuracy.
• Supports annual audit prep with analyses and schedules; assists auditors.
• Contributes to annual budget prep and related projections; creates operating budgets.

Skills

Accounting

Workflow design

KPIs

Dashboards

Financial insights

Communication

Team player

Education

Bachelor’s degree in accounting or finance

Job description

GrowthForce is seeking a Senior Onboarding Accountant to be the first point of contact for new clients and to guide onboarding and implementation. You will clean up books, document processes, and hand off to recurring services with strong systems knowledge and a focus on simple solutions for complex challenges.

You will mentor onboarding associates, gain client system access, and continuously improve financial insights and reporting during the onboarding window.