This is a Job Description for a Client Accounting Onboarding Specialist Franchise in Ridgeland, Mississippi

Summary:

 The Client Accounting Onboarding Specialist plays a crucial role as the first point of contact for clients, focusing on problem-solving and optimizing processes across intake, preparation of statements, and hand-off, to ongoing teams in close collaboration with CEL and other ICE/Tech teams.

Duties & Responsibilities:

Comprehensive understanding of balance sheet backups and the capability to resolve balance issues, including those stemming from previous practices. Enhance efficiency in the financial preparation process for the recurring team. Top of Form. Bottom of Form. Collaborate with the Tech team to establish and validate database imports. Record transactions in general ledger and complete financial statement compilations. Performs computations of accruals, amortizations and depreciation expense. Show proficiency in the bank reconciliation program, including the ability to configure automated matching rules to ensure thorough and accurate auto-matching before forwarding clients to the financial preparation team. Assists in proofing financial statements and other related documents. Assumes responsibility for ensuring the accuracy of data collection, accumulation, and maintenance across all functions within our accounting and consulting firm. Review processes and offer process improvements in accordance with be better initiatives. Performs other accounting or consulting duties as assigned

Requirements

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: Bachelor's degree in an appropriate field preferred.

 Equal

Opportunity/Affirmative Action Employer.