Talent.com
Cloud Bookkeeping Manager and Onboarding Specialist
Cloud Bookkeeping Manager and Onboarding SpecialistSRJ Professional Corporation • Richmond, VA, US
Cloud Bookkeeping Manager and Onboarding Specialist

Cloud Bookkeeping Manager and Onboarding Specialist

SRJ Professional Corporation • Richmond, VA, US
29 days ago
Job type
  • Full-time
Job description

Cloud Bookkeeping Manager And Onboarding Specialist

SRJ Chartered Professional Accountants is ranked as one of the Greater Toronto Area's top accounting, cloud bookkeeping, and tax accounting firms, servicing clients across the country and worldwide. We are registered with the Chartered Public Accountants of Ontario and are known for providing professional tax and accounting services.

SRJ Chartered Professional Accountants offers a fresh new take on accounting. Specializing in cloud-based software, we help small-to-medium-sized businesses better manage their finances in a collaborative and paperless way. We help our business owners by solving their problems and giving them honest advice. As a remote firm, our experts utilize innovative technologies to empower business owners with the tools they need to grow their businesses efficiently and effectively. With a strong belief in company culture, we continuously challenge ourselves to provide exemplary service to clients while maintaining a positive work / life balance.

We offer an employee-centric workplace that respects your time, contributions, and value to our team. Through flexible work arrangements, competitive salaries, a dynamic health care plan & a succession planning program, we believe that the only way to grow strong is to grow as a team.

You will be part of a growing national team supporting weekly, monthly and quarterly engagements across a diverse group of industries and deliver on a variety of cloud-based assignments for clients across the country including :

  • Setting up clients in QBO and / or Xero, Payroll, and setup of apps with connection to the database.
  • Catch up and / or clean up client databases (some clients inherit their existing QBO or Xero databases).
  • Documenting the processes, you have established for the ongoing bookkeeping for the team.
  • Provide backup to the team for clients you have onboarded.
  • Full cycle bookkeeping on various clients in a number of industries.
  • Responsibilities include reconciliation of bank balances and credit card transactions, processing of sales and purchases invoices, overseeing payroll processing, and recording ad hoc adjusting entries on a regular basis utilizing cloud-based software and apps.
  • Other functions such as GST / HST filings, and month-end / quarterly reviews will form part of your responsibilities.
  • Ongoing communication with clients and their representatives throughout the year, utilizing various communication tools.

Key Responsibilities

Staff Planning

  • Day-to-day resource and capacity planning for the Bookkeeping team.
  • Coordination of work with SRJ's outsourced bookkeeping partner.
  • Create coverage plans, short-term and long-term.
  • Communicate effectively and openly with Managers to ensure they understand what support their clients will be receiving.
  • Ensure the Bookkeeping team is delivering on client commitments without consistent overtime.
  • Plan and execute the distribution of work amongst the Bookkeeping team in light of future resources, such as adding a team member, or process changes determined at a firm-wide level.
  • Proactively identify and communicate future capacity requirements to the Managing Partner and HR Manager, such as parental leaves or other anticipated changes in available resources, to ensure known or expected vacancies are addressed.
  • Performance Management

  • Lead the Bookkeeping team to be solutions-focused, client-centric, and a great resource to the rest of the organization.
  • Train and mentor employees in their career and skill development at SRJ, including providing opportunities to the team for growth in their roles.
  • Effectively deliver positive and constructive feedback to the team.
  • Manage performance issues within the Bookkeeping team with support from the Director of Client Services and / or HR Manager.
  • Continuously review the performance of the Bookkeeping team and carry out periodic performance reviews.
  • Monitor the flow of communication and work between departments to identify opportunities for enhancing the performance of the greater organization, which includes providing opportunities for growth and professional development to employees.
  • Project Management

  • Staying current on deliverables to consistently meet deadlines and commitments to both clients and the SRJ team.
  • Optimizing and improving processes and the overall approach to work where necessary.
  • Managing team expectations and requests, ensuring the goals of the individual, the team, and the greater organization are appropriately balanced.
  • Resource planning, including proactively organizing the team to ensure it is efficiently meeting its current objectives, and adapting the plan in response to dynamic conditions or changing circumstances.
  • Provide excellent responsiveness to both clients and the team, including staying current on Triage.
  • Collaborate with Client Services Team management on support objectives such as engagement deliverables and other assistance provided to the CSTs.
  • Collaborate with leadership and other members of management, where required, on matters such as resource planning and firm-wide initiatives impacting the CSTs as a whole.
  • Training and Procedure Development

  • Support the Sr. Bookkeeping Associate(s) in developing and delivering training plans for new and existing Bookkeepers in areas such as software, workflows, technical accounting, finance, and tax.
  • Provide support and mentorship to new and existing Bookkeepers.
  • Enhance our current training procedures to ensure they continually evolve to meet the needs of our clients and our operation.
  • Work with the Director of Client Services and the HR Manager to coordinate training plans for new hires.
  • Review training progress of new hires and existing employees.
  • Job Requirements And Qualifications

  • Experience as a Sr. Bookkeeper, Manager, or equivalent.
  • Accounting / business diploma / certificate or equivalent work experience.
  • Ability to plan, prioritize and complete multiple projects in a fast-paced environment.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and ability to multi-task competing priorities.
  • Demonstrated leadership skills - managing, coaching, and inspiring others.
  • Patient, caring, understanding, and there to support the different learning styles of the new and existing Bookkeepers.
  • Demonstrated ability to teach.
  • Ability to work both independently, and with little supervision, but willing to ask questions or obtain assistance when needed.
  • Expert knowledge of, or demonstrated ability to quickly become comfortable with, various accounting programs, especially Xero and QuickBooks, is required.
  • High degree of proficiency with Microsoft Office programs is required.
  • Proficient with Google Suite of applications.
  • You have a passion for excellent client services.
  • Excellent interpersonal skills and demonstrated ability to work effectively with others toward a common goal.
  • Software Skills Required

  • Learn new technology that can be used in increasing efficiency on files and providing a better overall user experience for our clients.
  • Xero (preferably Certified)
  • Quickbooks Desktop
  • Quickbooks Online
  • Quickbooks Payroll
  • Wave Accounting
  • Hubdoc & / or Dext
  • Plooto
  • WagePoint
  • Payment Evolution
  • Microsoft (Word, Excel, etc.)
  • Excellent Computer skills, word, excel
  • CRA Online Services
  • SRJ Chartered Professional Accountants is committed to the principles of equality and diversity in the workplace. We aim to hire the best candidate for the position based on their qualifications and merit in terms of knowledge, skills and experience. SRJ Chartered Professional Accountants will not discriminate against job applicants on any of the grounds protected by human rights legislation during any phases of the recruitment, screening and hiring process. We welcome applications from persons with disabilities and will provide accommodations during all stages of the hiring process, upon request.

    Create a job alert for this search

    Onboarding Specialist • Richmond, VA, US

    Related jobs
    AWS Cloud Engineering Technical Manager

    AWS Cloud Engineering Technical Manager

    Unisys Corporation • Richmond, VA, United States
    Full-time
    What success looks like in this role : .Develop and implement the cloud strategy aligned with business goals.Lead and mentor a team of cloud engineers and architects. Foster a culture of innovation an...Show more
    Last updated: 30+ days ago • Promoted
    Cybersecurity Manager (ServiceNow Enablement / Adoption)

    Cybersecurity Manager (ServiceNow Enablement / Adoption)

    Truist Inc • Richmond, VA, United States
    Full-time +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show more
    Last updated: 24 days ago • Promoted
    Cloud Deployment Engineer- Senior Associate

    Cloud Deployment Engineer- Senior Associate

    PwC • Richmond, VA, United States
    Full-time
    Platform Engineering & Architecture.At PwC, our people in integration and platform architecture focus on designing and implementing seamless integration solutions and robust platform architectures ...Show more
    Last updated: 4 days ago • Promoted
    Cloud Engineer

    Cloud Engineer

    Quantaleap • Richmond, VA, US
    Full-time
    Quick Apply
    Cloud Engineer Location : Richmond, VA(Remote) Need only Locals Job ID : 752288 Interview...Show more
    Last updated: 30+ days ago
    Senior Benefit Configuration Analyst QNXT - Remote

    Senior Benefit Configuration Analyst QNXT - Remote

    Sentara • Richmond, VA, United States
    Remote
    Full-time
    The Senior Benefit Configuration Analyst is responsible for the analysis, design, build, and validation of complex benefit configurations within the QNXT platform to support accurate claims adjudic...Show more
    Last updated: 30+ days ago • Promoted
    Endpoint Vulnerability Management Subject-Matter Expert / Technical Lead

    Endpoint Vulnerability Management Subject-Matter Expert / Technical Lead

    GovCIO • Richmond, VA, United States
    Full-time
    GovCIO is currently hiring for Endpoint Vulnerability Management Subject-Matter Expert / Technical Lead for our NIH Proposal. The Technical Lead will support our client's contract needs.This position ...Show more
    Last updated: 24 days ago • Promoted
    Cloud Engineering Manager

    Cloud Engineering Manager

    Unisys Corporation • Richmond, VA, United States
    Full-time
    What success looks like in this role : .Team Leadership : Lead, mentor, and manage a team of engineers, fostering a collaborative and high-performance culture. Project Management : Take ownership of eng...Show more
    Last updated: 30+ days ago • Promoted
    Lead Cloud Architect - GCP Focus

    Lead Cloud Architect - GCP Focus

    McKesson • Richmond, VA, US
    Full-time
    Lead Cloud Architect – GCP Focus.This role will lead the design, development, and deployment of scalable cloud solutions, with a strong emphasis on. The ideal candidate will have prior experience ar...Show more
    Last updated: 23 days ago • Promoted
    Business Platform Solutions Lead / Cloud Engineer

    Business Platform Solutions Lead / Cloud Engineer

    Quantaleap • Richmond, VA, VA, US
    Full-time
    Quick Apply
    Business Platform Solutions Lead / Cloud Engineer Location : Richmond, VA(Hybrid) Job ID : 7...Show more
    Last updated: 30+ days ago
    Cloud Architect

    Cloud Architect

    Oracle • Richmond, VA, United States
    Full-time
    Architect, design, and implement resilient cloud solutions on OCI, emphasizing networking, storage, and system administration to meet complex customer requirements. IaaS / PaaS Solution Deployment : .De...Show more
    Last updated: 12 days ago • Promoted
    Work Management Planning Analyst

    Work Management Planning Analyst

    Capital Group • Richmond, VA, United States
    Full-time
    I can succeed as a Work Management Planning Analyst at Capital Group".In this role, you'll not only produce accurate forecasts and staffing assessments for Work Management clients at American Funds...Show more
    Last updated: 30+ days ago • Promoted
    Manager Information Security & Risk Management - Cloud Security Manager

    Manager Information Security & Risk Management - Cloud Security Manager

    Highmark Health • Richmond, VA, United States
    Full-time
    This job provides Information Security and Risk Management services for the Organization.Works with peers within security, HM Health Solutions customers and application teams to ensure alignment wi...Show more
    Last updated: 30+ days ago • Promoted
    Google Cloud Architect - Senior Manager

    Google Cloud Architect - Senior Manager

    PwC • Richmond, VA, United States
    Full-time
    At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients.These individuals comb...Show more
    Last updated: 24 days ago • Promoted
    Cloud Engineer (Richmond)

    Cloud Engineer (Richmond)

    Seneca Resources • Richmond, VA, US
    Part-time
    Year Contract (Possible Extension or Contract-to-Hire).We are seeking a Senior Cloud AWS Engineer to join a dynamic and innovative team supporting a leading financial institution based in Richmond,...Show more
    Last updated: 5 hours ago • Promoted • New!
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Ruther Glen, Virginia, US
    Remote
    Temporary
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...Show more
    Last updated: 30+ days ago • Promoted
    Implementation Manager, Benefit Configuration

    Implementation Manager, Benefit Configuration

    Sentara • Richmond, VA, United States
    Full-time
    The Ops Support / Systems Administration manager manages all activities involving system benefit development and implementation, contract administration, coding compliance, fee schedule implementatio...Show more
    Last updated: 30+ days ago • Promoted
    Manager, Payor Engagement- Remote

    Manager, Payor Engagement- Remote

    Sharecare • Richmond, VA, United States
    Remote
    Full-time
    Sharecare is the leading digital health company that helps people - no matter where they are in their health journey - unify and manage all their health in one place. Our comprehensive and data-driv...Show more
    Last updated: 30+ days ago • Promoted
    Sr OCI Cloud Services Architect - Local Candidates ONLY

    Sr OCI Cloud Services Architect - Local Candidates ONLY

    V-Soft Consulting Group • Richmond, VA, United States
    Full-time
    Sr OCI Cloud Services Architect.Primary Location : Richmond, Virginia.Hybrid Position, Local Candidates only.V-Soft Consulting is currently hiring for a. Sr OCI Cloud Services Architect.Technical Req...Show more
    Last updated: 30+ days ago • Promoted