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The operating system for the trades
Accounting Integration Specialist
Location
United States
Posted
59 days ago
Salary
$71.8K - $96.1K / year
Seniority
Senior
Job Description
Accounting Integration Specialist
ServiceTitan
• Perform accounting data conversion from various complex CRM/Accounting software to QuickBooks Online, QuickBooks Desktop, and Intacct • Manage multiple projects at any given time and successfully deliver high quality results • Act as a QuickBooks/Accounting subject matter expert and contribute to future product development and integration efforts • Be an extremely effective communicator understanding the significance and appropriate use of various communication channels and tone based on circumstances and audience • Serve as the face of the company in front of most impactful clients and skillfully navigate all conversations, from introduction to long term relationship building • Coordinate with cross-functional resources to deliver against defined timelines and client accounting business requirements • Facilitate sessions with client stakeholders to outline scope, goals, deliverables, resource needs and do it all with confidence and a smile • Anticipate project risks and issues, confidently address any and all challenges, mitigate risks and issues and escalate to appropriate parties where required
Job Requirements
- Four year degree in Accounting, Finance or Business Management. CPA is preferred
- 3 years of professional experience which includes at minimum 1-2 years in each of the following areas 1) Accounting 2) Data analysis, 3) Client Management
- Strong knowledge of QuickBooks Online and QuickBooks Desktop
- Excellent MS Excel skills
- Be a problem-solver who has a demonstrated ability to overcome challenges with creative solutions
- Be meticulously detail-oriented with the ability to multitask, manage client expectations and align external resources for quality and timely delivery of projects
- Natural ability to think several steps ahead of the client and take proactive steps to address roadblocks and issues
- A track record of being a team player and leader with strong interpersonal and communications skills
- Familiarity with software and agile development is a plus
Benefits
- Flexible time off with ample learning and development opportunities
- Comprehensive onboarding program
- Leadership training for Titans at all levels
- Bonusly, peer-nominated awards, and more
- Company-paid medical, dental, and vision (100% employer paid options and 90% coverage for dependents)
- FSA and HSA
- 401k match
- Telehealth options including memberships to One Medical
- Parental leave and support
- Up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement
- On demand maternity support through Maven Maternity
- Free breast milk shipping through Maven Milk
- Pet insurance
- Legal advisory services
- Financial planning tools
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