All In One Accounting logo
All In One Accounting

Meet the strategic accounting team for mission-driven nonprofits and growth-minded entrepreneurs.

Controller – Onboarding

ControllerControllerFull TimeRemoteLeadTeam 51-200Since 2004H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

$90K - $125K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Controller – Onboarding

All In One Accounting

• Own client relationships during the Tenacity phase of our Accounting Clarity™ proven process • Lead intensive client onboarding, setup, and financial foundation building • Teach clients AIOA's systems, processes, and best practices • Identify opportunities for client growth and flag issues for ongoing teams • Continuously improve the Tenacity process to reduce timeline and increase client satisfaction • Ensure seamless handoffs to Operations delivery teams • Conduct comprehensive financial assessment, identify cleanup needs, and assess opportunities for improvement • Establish chart of accounts structure and complete historical cleanup and reconciliation of all balance sheet accounts • Implement accounts payable, accounts receivable, and payroll processes with appropriate internal controls • Establish month-end close procedures, train clients on workflows, and create baseline financial statements with supporting workpapers • Educate clients on accounting best practices and AIOA's Accounting Clarity® proven process throughout the engagement • Proactively identify expansion opportunities and flag potential issues for ongoing Operations team • Document all client-specific processes and systems in SharePoint for seamless team handoff • Build foundation of trust and confidence that sets clients up for long-term partnership success • Prepare comprehensive handoff documentation and conduct smooth transition meetings with ongoing Operations team • Document lessons learned from each onboarding and contribute to building the Tenacity playbook • Identify opportunities for automation, templates, and timeline reduction as you execute engagements • Collaborate with VP, Client Success and team on continuous process improvement initiatives • Participate actively in Client Success team L10 meetings, sharing insights and learnings • Track metrics on onboarding quality, timeline, and client satisfaction to drive improvements

Job Requirements

  • 7+ years of progressive accounting experience, preferably in public accounting or multi-client environments
  • Experience in either Nonprofit Organizations or Professional Services firms
  • Proven success with client onboarding, implementation projects, or cleanup engagements
  • Strong technical accounting skills and ability to quickly assess and remediate financial issues
  • Excellence in client communication - Ability to explain complex accounting concepts to non-financial audiences
  • Teaching and mentoring ability - You genuinely enjoy helping clients learn and build confidence
  • Process improvement mindset - You naturally identify inefficiencies and propose solutions
  • Project management skills - Ability to manage multiple client onboardings simultaneously with different timelines
  • Adaptability and resilience - Comfortable with ambiguity as we build and refine this new function
  • Technical proficiency with QuickBooks and ability to quickly learn various accounting software platforms
  • Bachelor's degree in accounting or business administration, or equivalent business experience.

Benefits

  • Comprehensive benefits package including: Medical, dental, and vision insurance
  • 401K
  • Life insurance
  • Long and short-term disability
  • HSA, FSA, and dependent care options
  • Professional development opportunities

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