• Performs tasks based on established procedures. • Uses data organizing and coordination skills to support the business and perform technical work. • Reviews and verifies the accuracy of journal entries and accounting classifications. • Extracts data for dashboards on process/reconciliation metrics. • Assists with audits by providing supporting records and documentation. • Ensures that adequate and updated process documentation and desktop procedures exist. • Contributes towards quality efforts and guides the quality verifiers team. • Participates in first-level tasks and quality checks. • Performs other duties as assigned. • Complies with all policies and standards.

• Own month-end close and financial reporting for complex client accounts using QuickBooks Online (QBO) and Uplinq’s proprietary accounting system • Prepare and document advanced journal entries • Handle job costing, inventory tracking, and class/location-based reporting as needed • Manage and troubleshoot third-party integrations • Build and maintain client-specific SOPs, documentation, and QBO workflows • Serve as the main point of contact for clients—leading calls, owning relationships, and resolving escalations • Review junior team members’ work and provide clear, constructive feedback

• Design and implement streamlined Chart of Accounts and bookkeeping setups. • Clean up and reclassify historical transactions to ensure accurate financial records. • Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements. • Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns. • Troubleshoot QuickBooks Online issues and manage third-party app integrations. • Meet with clients to gather context, resolve questions, and communicate progress. • Collaborate cross-functionally to transition clients into ongoing bookkeeping services.

• Manage Sage Intacct software implementation projects by providing proactive client consulting, project planning, leadership and ensuring a high quality of service delivery and satisfied clients. • Document processes, timelines and deliverables leveraging appropriate tools and resources. • Conduct in-depth client business process reviews meetings and prepare solution designs to meet complex system requirements. • As the subject matter expert on the solution, provide guidance and direction to both internal implementation team and client implementation team. • Develop financial and operational reports for clients. • Conduct end-user training for both clients and internal team members. • Import and assist clients in validating historical data from legacy systems. • Provide high-quality, timely customer service and support. • Assist in developing and nurturing internal community of expertise and knowledge base in Sage Intacct solutions. • Assist with continuous improvement efforts for internal processes and documentation. • Identify and recommend new strategic initiatives.