Aprio PH - Senior Onboarding Associate

Position Responsibilities

Lead and support client onboarding engagements, including the design, implementation, and optimization of accounting technology stacks tailored to client needs.
Provide hands-on accounting support for clients across multiple industries within professional services, ensuring accuracy, efficiency, and alignment with client operations. 
Serve as a subject matter expert in QuickBooks Online (QBO) and Xero, including system setup, customization, and troubleshooting. 
Perform comprehensive historical accounting clean-up, including diagnostics, reconciliations, and issue resolution to establish a strong and accurate accounting foundation. 
Manage and execute data conversions and file migrations, ensuring timely and budget-compliant delivery. 
Prepare and deliver accurate monthly financial statements on a timely basis. 
Reconcile tax returns to balance sheets and post necessary adjustments to ensure reliable opening balances for ongoing accounting work. 
Execute catch-up accounting work including, but not limited to:  
Bank and credit card coding and reconciliations 
Accounts Payable and Accounts Receivable cleanup 
Payroll reconciliations, including historical payroll journal entries 
Investment account setup and reconciliation 
Clearing account setup and cleanup 
Set up and document ongoing accounting processes, including depreciation schedules, amortization schedules, and accrual/deferral schedules within workflow tools (ex. Karbon or Wrike) 
Create and maintain onboarding deliverables such as open item lists and month-end close schedules to support the monthly accounting team. 
Implement and customize third-party tools such as Bill.com, ensuring alignment with client workflows and internal processes. 
Collaborate with cross-functional teams to provide onboarding and advisory support focused on operational efficiency, scalability, and client satisfaction. 
Communicate directly with clients via email and meetings to request information, clarify questions, provide status updates, and manage expectations throughout the onboarding lifecycle. 
Provide regular progress updates to internal stakeholders and proactively escalate risks or issues as needed. 

Qualifications

Education: Bachelor’s degree in Accounting (required) 
Certification: CPA license is a plus 
Experience: Minimum of 3 years of experience in the BPO or professional services accounting environment 
Software Proficiency: Strong working knowledge of QuickBooks Online (QBO) and Xero (required) 
Technical Accounting Experience: Proven experience with historical accounting cleanups, including:  
Reconciling balances to tax returns 
Importing and validating transactions in QBO and Xero 
Reconciling all cash and liability accounts to statements 
Entering and reconciling payroll journal entries to payroll registers 
Reconciling investment and e-commerce accounts 
Entering trial balance journal entries 
Reviewing and cleaning up Accounts Receivable and Accounts Payable 
Strong reconciliation knowledge involving clearing accounts, bank statements, prepaid expenses, accrued revenue, and accrued liabilities 
Analytical Skills: Ability to review and analyze financial statements and identify discrepancies or anomalies 
Communication Skills: Excellent written and verbal communication skills, with the ability to work effectively in a hybrid environment using tools such as Teams and email; role requires frequent direct client interaction 
Organizational Skills: Strong time management, organization, and attention to detail 
Work Style: Self-motivated, capable of working independently, and comfortable managing multiple clients and shifting priorities 
Schedule: Willingness to work Night Shift