Accounting Application and Financial Analyst

at

AAFCPAs

Westborough, MA
Full Time
2mo ago

Company Description

AAFCPAs is an innovative and forward-thinking firm.  We have enjoyed primarily organic growth and continue our laser focus on sustained growth as an independent regional firm.  We are considered an attractive alternative to the Big 4 and National CPA firms. We provide best-value assurance, tax, outsourced accounting, business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies, wealthy individuals, and estates. Since 1973, AAFCPAs sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPA and consulting professionals. AAFCPAs donates 10% of its net profits annually to nonprofit organizations.  We have an active DE&I committee and have commitment and accountability to these efforts.

AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world with 300+ member firms in 80+ countries. This provides our clients with seamless national and global coverage, along with an advantageous pay-as-you-use model.

Job Description

The Application and Implementation Specialist role will be instrumental in our fast-growing Managed Accounting Solutions (MAS) practice area.  The individual will be responsible for maintaining a working knowledge of business uses for applications to integrate into QuickBooks Online (QBO) or other accounting software utilized by our clients. The job would also include managing the onboarding and early-stage support for the new clients and analyzing and resolving any efficiencies or reporting goals that could be solved or achieved via technology for existing clients.

RESPONSIBILITIES

  • Be the subject matter expert for 3rd party applications that integrate with QBO or other client accounting packages
  • Work with client delivery team to assess the technology solutions and needs for new clients as part of the onboarding process
  • Work with client delivery team to assess the processing efficiencies on each engagement and recommend as well as implement solutions, which may include API’s or other forms of integration
  • In conjunction with the client delivery team, ensure optimal reporting for clients’ needs, which may include the creation of dashboards
  • Initial setup of 3rd party applications that the firm and the client will use to collaborate for ongoing financial reporting, document processing, etc.
  • Provide training for new clients and client staff in the use of shared software applications
  • Responsible for remaining current and fully developed in the use of accounting and integrated applications and for providing supportive ongoing training and development to the team
  • Telephone, video conference, and live consultations with clients to review the information during the implementation period
  • Plan, organize, and control multiple responsibilities and resources to achieve assignment objectives
  • Manage the assignment budget and profitability in their area of responsibility
  • Anticipate and communicate budget issues, identifies opportunities to improve assignment profitability, and prepare or assist with billings and collections
  • Identify client needs/opportunities to sell additional value-added services
  • Identify cross-selling opportunities and refers them to the appropriate team members
  • Leverages commercial and market knowledge to anticipate client needs for new/additional services
  • Development of functional specialization and/or industry expertise
  • Design workflow, including internal control processes
  • Develop proposal budgets
  • Assist with scoping proposals

Qualifications

  • Bachelor’s Degree in Accounting, business or related field
  • Strong knowledge of accounting processes
  • Demonstrated ability to create APIs, dashboards, and application integration
  • Strong interpersonal and relationship-building skills
  • Team player with a positive “can-do” approach
  • Demonstrated history of success and client satisfaction
  • Strong technology skills using Microsoft Office (Word, Excel, PowerPoint, and Outlook at a minimum) accounting software, Dashboards, databases, bill.com, QuickBooks, etc.
  • Experience managing a paperless environment strongly preferred
  • Strong and innovative leadership and project management skills, including the ability to mentor talented people
  • General and growing knowledge of firm products and services in the practice area, and general knowledge of products and services in other practice areas

Additional Information

Competitive salary along with a comprehensive benefits package that includes subsidized medical and dental, 401(k) savings plan, life insurance, and short-term and long-term disability, plus more.

All your information will be kept confidential according to EEO guidelines.

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