Onboarding Specialist (National Consulting & Outsourcing Team)

CLA is a national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other We are currently seeking an Onboarding Specialist, to join our National Consulting & Onboarding Team. This team is focused on providing an expedient and best in class onboarding experience for clients.

This role will focus on developing innovative processes, utilizing technology to the fullest extent, and reinforcing a culture in which the client experience is at the center of the company.

Job Description

• Knowledge on chart of accounts setup and conversions to make recommendations on improvements. Make recommendations to improve chart of accounts and system setup and conversion
• Work across a wide variety of industries, pulling in additional industry expertise when needed. Learn business drivers, strategy, risk areas, and accounting concerns. Successfully utilize accounting systems such as QuickBooks (Online & Desktop), and Xero. Utilize AR/AP systems such as BILL.com and Ramp.com. Adapt and change with client needs and deadlines. Remain accurate and consistent in task execution. Education/Experience: · Education: Bachelor's degree is required. Combination of experience, education, and training may be accepted in lieu of degree. Bachelor's degree in accounting, finance, business administration or a related field is preferred. · Experience: 3 years of relevant experience required. Experience in accounting or finance field preferred. Skills/Knowledge: Strong communication skills, both written & verbal. Strong project and time management skills. Ability to adapt and change with client needs and deadlines. Knowledge on chart of accounts setup and conversions. Proficiency in accounting systems such as QBO, QBD, and Xero. Proficiency in AR/AP systems such as BILL and Ramp Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.). #LI-TT1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, click here. About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website. Click here to see the full policy. CLA is an equal opportunity employer
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact mypeoplesolutions@claconnect.com. Start your inspired career
• When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA. Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.