Finance Onboarding Specialist
Finance Onboarding Specialist
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Job Description
The Company
At AccountsIQ were on a mission to deeply understand our customers and deliver technology that enriches their lives. We provide smart feature-rich financial management software designed for ambitious businesses that have outgrown basic starter systems or seek a simpler more affordable alternative to complex costly ERP solutions. Our cloud-based accounting software transforms the finance function making it easier for multi-entity businesses to capture process and report their financial data with ease and efficiency.
The Role
Reporting to the Head of On-boarding and Adoption the successful candidate will work with new UK and Irish customers and support partners during the implementation and onboarding stage. The Onboarding Specialist will be confident and will guide new customers through our easy steps to digitalise their finance function which has a big impact on improving the daily working life of all finance staff and those that work around finance.
What youll be doing
- Help designing and delivering AccountsIQ as the new finance system replacing typically smaller solutions or older legacy systems
- Understand new customers business model(s) and how they capture process and report transactions
- Help clients understand their new GL and Analysis BI coding structure for single entity and groups
- Oversee the build of each database which is mostly automated
- Assist customer with testing key capture and processing
- Prepare users for go live
- Prepare integration and reporting specification for AIQ data team to deliver
- Project manage each customer on-boarding ensuring timelines are well communicated
- Hand the completed project to customer success team
What youll need
- 3 years experience implementing financial accounting software
- Experience and good understanding of Finance Accounting Budgeting and Forecasting processes GL systems consolidation and reporting is required
- Excellent verbal and written communications
- Confidence managing multiple tasks
- Creative problem-solving skills
- A genuine interest in learning
- A commitment to provide the best level of service and client experience
Why work with us
As a forward-thinking collaborative company we combine drive energy and ambition with a friendly supportive culture that encourages everyone to do their best work. Having recently secured a 60M investment its an exciting time to join AccountsIQ. With a strong focus on growth and expansion were poised to elevate both the AccountsIQ product and the level of service we provide to our customers. Were looking for passionate talented individuals to join our Account Management team to maximise revenue and deliver exceptional service to our customers as we work together to build a brighter future for finance professionals.
Some of our perks
- 25 days annual leave 2 company days bank holidays
- Hybrid working
- Working from abroad - up to 6 weeks per calendar year
- Private Health Insurance
- 5% Pension contribution
- Life Assurance - 4 x Salary
- Income Benefit
- Wellbeing initiatives
By submitting your application you agree that AccountsIQ Group may collect your personal data for recruiting global organization planning and related purposes. AccountsIQ Groups Privacy Notice - Employees Workers Contractors and Candidatesexplains what personal information we may process where we may process your personal information our purposes for processing your personal information and the rights you can exercise over AccountsIQ Groups use of your personal information.
Required Experience:
Senior IC
Employment Type
Full-Time
