- Minimum Qualification : Bachelors
- Experience Level : Entry level
Job Description/Requirements
ABOUT THE COMPANY
We are a Business Process Outsourcing company in Kenya. We offer reliable data annotation, customer support, and outsourced HR services.
JOB SUMMARY
As an Onboarding Specialist, you'll be the accounting expert ensuring smooth transitions for new clients onto our accounting systems. Proficiency in QuickBooks Online is essential, with familiarity in QuickBooks Desktop and Xero being advantageous. You’ll be responsible for gathering client documentation, converting accounting methods, setting up charts of accounts, and establishing month-end close processes. Effective project management and clear communication are key, as you'll work with multiple clients and guide them through our structured onboarding playbook. Your role will help set clients up for success, ultimately handing them over to a bookkeeper for ongoing maintenance
RESPONSIBILITIES
Responsibilities: - Needs to be VERY proficient in QuickBooks Online—an expert! - Helpful if they are also familiar with QuickBooks Desktop and Xero (just so they know how to extract data from those systems and get them into QuickBooks Online, if needed) Activities & Responsibilities: - Be the accounting expert onboarding all new clients to our accounting systems - Gather all needed client documentation - Be able to convert cash-basis clients to accrual-basis, if needed - Set up the chart of accounts - Set up the entire month-end close process (using the templates/tools we provide them) - Communicate with clients on any questions - Set up the monthly reporting template (using templates/tools we provide them) - Essentially, implement our playbook with new clients and then hand the client off to a bookkeeper for ongoing maintenance Required Hard & Soft Skills: - communicate clearly in writing in English (they will need to send information requests to clients) - very good project management—they'll be working with many clients at once and will need to be efficient with their time Desired Hard & Soft Skills: - loves learning!!! - enjoys working on multiple clients - can give me feedback on how to improve the process as we go
REQUIRED SKILLS
Accounting, Accounting IT-systems (use of), Financial analysis, Bookkeeping
REQUIRED EDUCATION
Bachelor's degree
Important Safety Tips
- Do not make any payment without confirming with the BrighterMonday Customer Support Team.
- If you think this advert is not genuine, please report it via the Report Job link below.
