• Richmond, VA
  • $80,000 - $110,000
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A bit about us:

About the Organization Your future, our focus! If you're looking to join a firm that is as committed to you as we are to our clients, keep reading! At our firm you'll find great people, challenging work, rewarding opportunities and a culture that embraces integrity, creativity, and teamwork. We're a perennial top-100 firm according to Inside Public Accounting and Accounting Today recently named us one of the fastest growing firms overall. Continuous learning, work-life balance, and challenging opportunities are just a start. We're over 300 strong in 12 offices across Virginia, Maryland, and North Carolina and we are looking for new teammates.

Why join us?

What you get:
Full benefits: medical, dental, 401K match
Paid Time Off
9 paid holidays per year
Flexible work schedule which may include hybrid work environment
Summer Hours- Friday half days (based on a minimum 40 hour work week)
Company investment of a minimum of 40 hours learning and development annually
The opportunity to grow and shape the future of the firm

Job Details

We are currently seeking an Implementation Specialist to join our Consulting (Pathways) segment. The Implementation Specialist ensures that services and systems are delivered to clients on time and that they are designed to meet the clients’ needs. The implementation specialist forms a conduit between companies and their clients

What you will do:
The implementation specialist is responsible for managing the onboarding and early stage support for new clients and for facilitating a smooth transition to the long-term Accounting Team.
Orchestrates and implements the new client process
Serves as the primary contact and initial combined Outsourced Accountant and Controller during the initial 90 days with a new client before transitioning the work to a CAS Outsourced Accountant, Controller, and possibly an intern for Accounts Payable Processing
Initial setup of 3rd party applications that the firm and the client will use to collaborate for ongoing financial reporting, document processing, etc.
Provides training for new clients and client staff in the use of shared software applications
Provides orientation and training relating to the Service Level Agreement requirements, collaborative workflow, ongoing scheduling of CFO and weekly Accountant meetings, and helps reinforce the importance of client compliance with processing and meeting agreements
Along with Help Desk staff, is responsible for remaining current and fully developed in the use of CAS accounting and integrated applications and for providing supportive ongoing training and development to the CAS team
Telephone, video conference and live consultations with clients to review Internal Management Reports and other information during the implementation period
Develops and strengthens long-term relationships with senior client management and peer client levels
Plans, organizes and controls multiple responsibilities and resources to achieve assignment objectives
Manages the assignment budget and profitability in their area of responsibility
Anticipates and communicates budget issues, identifies opportunities to improve assignment profitability and prepares billings and assists in collections
Identifies client needs/opportunities to sell additional value added services
Identifies cross-selling opportunities and refers them to the appropriate team member
Leverages commercial and market knowledge to anticipate client needs for new/additional services
Development of functional specialization and/or industry expertise
Builds strong coaching skills
Actively pursues self-development opportunities in line with the competency model
Develop discovery questions for potential clients
Set up and present Pathway demonstration to potential clients
Prepare pricing spreadsheet and arrangement letter for management review
Track potential client progress and follow up as needed

What we require:
Bachelor’s Degree in Accounting or equivalent
3 or more years of experience in accounting and/or finance
Prior bookkeeping experience required that involved processing of Accounts Payable, Accounts Receivable and Payroll.
The ability to quickly learn new software systems
Strong interpersonal skills
Ability to work independently
Ability to excel at details, multi-tasking and working under pressure
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Job Details
Managed by Jobot Pro
Richmond, VA
Job Type
$80,000 - $110,000