Position Responsibilities:
- Lead the design, implementation, and optimization of technology stacks tailored to meet client requirements.
- Support client accounting across various industries, ensuring efficiency and alignment with client needs.
- Expertly utilize Xero, QuickBooks Online, and Bill.com.
- Perform comprehensive accounting cleanup, diagnosis, and solutions.
- Produce accurate monthly financial statements in a timely manner.
- Collaborate with cross-functional teams to provide client advisory services, focusing on operational efficiency and customer satisfaction.
- Assist in formulating strategies aligned with client business goals and accounting functions.
- Lead projects related to data conversion and file migrations, ensuring timely and budget-compliant delivery.
- Provide regular updates to stakeholders and manage expectations throughout project lifecycles.
Qualifications:
- Strong background in technology implementation and data management related to Accounting processes.
- 3-5 years of experience with QuickBooks Desktop, QuickBooks Online, Xero, and other accounting systems.
- Understanding of Accounting principles, financial statements, cash flow, and expense management.
- Proficient in analyzing data and providing alternative solutions.
- Ability to design and implement technology stacks tailored to client needs.
- Experience with historical accounting cleanup and reconciliation.
- Skilled in identifying discrepancies within financial statements.
- Effective problem solver with strong communication, organization, and time management skills.
- Self-motivated with the ability to seek guidance when necessary.
- Project management experience with proficiency in relevant tools.
- Ability to manage multiple projects, adapt to changing priorities, and deliver within scope and budget.
- Experience advising clients in Client Account Services, with professional communication skills suitable for interaction with C-level executives.
- Advanced Excel skills and experience in creating training documentation and implementing new processes.
- Willingness to stay updated with evolving technologies and industry trends.
Preferred Skills
- Hands-on experience with accounting software products like Xero, Intacct, BILL, etc.
- Familiarity with Project Planning tools such as Karbon, ClickUp, etc.
- Bachelor’s degree in Accounting, Computer Science, or a related field, or equivalent experience (preferred).
Top Skills
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.