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Client Accounting Onboarding Specialist- Franchise Services

HORNE
United Statesfull_timeVerifiedPosted 5 Jul 2024

About the role

HORNE is a professional services firm founded on a cornerstone of public accounting. As a top 25 business advisory firm, our 2,000+ team members serve clients from offices and project locations across the nation and Puerto Rico. We offer a range of financial operations and business strategy solutions that frees franchisees to focus on high-value opportunities like growth and customer experience. We serve clients in over 40 national brands spanning the pizza, chicken, deli and health/wellness segments.

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.

Essential Functions:

  • 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

Required Skills:

  • Strong project management skills
  • Comprehensive Knowledge of accounting and bookkeeping principles and procedures
  • Skilled in problem-solving with a strong attention to detail
  • Basic Income Tax and GAAP Experience
  • Proficiency in technology including the ability to independently learn and adapt to new software such as Intacct and alliance

Required Experience:

  • Experience with balance sheets, bank reconciliations and monthly/quarterly/yearly financial statement preparation
  • 3-5 years’ experience working with spreadsheets, financial statements, balance sheet back-up, general ledger entries, and other financial reports preferred
  • Experience in a CPA firm or in Franchise Accounting, strongly preferred

Education Required:

  • Bachelor’s degree in an appropriate field preferred.

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Company

HORNE

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