For over 25 years, G&A Partners has been helping entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven solutions and technology. A rapidly growing outsourced accounting and professional employer organization (PEO), G&A Partners, is currently seeking a highly motivated individual to join its outsourced accounting division. With 15 offices across the country, this role may be hybrid or fully remote for the right candidate.

A competitive compensation and benefits package is available to include health benefits and 401(k), recognition awards and bonuses and the opportunity to work for a highly respected and award-winning company.

Summary

As a Senior Onboarding Specialist, you will be our new client’s first impression of G&A Outsourced Accounting service team. You will be responsible for performing the standard onboarding and implementation checklist, executing projects and initiatives discovered during the sales and scoping process, and identifying additional ways to improve financial insights and visibility. You will clean up the books and document processes and procedures before handing off the client to the recurring services team and moving on to the next project. You will have an excellent knowledge of systems, integrations, and conversions and have a passion for identifying simple solutions for complex challenges.

• Serve as the initial point of contact for new clients.
• Support and mentor other onboarding associates.
• Gain access to client’s systems and, in some cases, convert to our platforms.
• Anticipate project risks, address any challenges, reduce issues, and escalate to appropriate parties.
• Identify creative ways to overcome obstacles.
• Develop an understanding of current client processes and identify gaps and areas of opportunity.
• Execute clean-up activities to get accounting records up to date and accurate.
• Realign chart of accounts and financial statements to enhance financial insights and visibility.
• Prepare process documentation to enable a seamless transition to recurring service team.
• Communicate progress updates to clients on a weekly basis
• Other duties as required.

• Bachelor’s degree in Accounting or Finance and 4+ years of accounting experience, with a strong preference to outsourced accounting onboarding experience.
• Excellent people, customer service, organizational and presentation skills.
• Extremely detail oriented and focused on completion and follow up.
• Strong collaboration, verbal, and written communication skills.
• Ability and desire to multi-task and take on multiple projects with competing priorities and deadlines.
• Excellent work habits and self-motivation.
• A passion for building and being part of a team.

Equal Opportunity Employer Statement

G&A Partners as an Equal Opportunity Employer considers all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. Our management team is dedicated to providing a work environment free of discrimination and harassment based on any of these characteristics. We are committed to this policy and achieving a diverse workforce with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.