Senior Accountant

Individual applicants only. Accounting firms should not solicit business based on this opening.

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.

About Uplinq

We are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. Our mission is to help small businesses use their financial data to make timely business decisions and improve their operations.

About the Role

Our accounting team is seeking a dedicated and detail-oriented Senior Accounting Specialist to enhance the efficiency and accuracy of our bookkeeping operations, focusing on our AI-driven bookkeeping and tax products.

This role involves managing comprehensive accounting tasks and ensuring seamless operations through close interactions with both internal stakeholders and clients.

Our ideal candidate :

• is adept at configuring and optimizing setups for Uplinq's bookkeeping services, completing monthly and quarterly reviews and closes, and can troubleshoot any accounting issue that may arise.
• possesses robust problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently.
• engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq's services.
• leads and supports a team in bookkeeping tasks, leveraging Uplinq's technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation.
• is skilled in transitioning companies to maintenance bookkeeping, ensuring a seamless handoff to Accounting Specialists.
• excels in communication, able to clearly convey and explain intricate accounting data to clients as needed.
• has extensive experience completing month-end and year-end close processes to ensure timely close of financial statements.
• has 5+ years in both cash and accrual based accounting, with a preference for those with multi-client experience. Expertise in financial statement preparation, reconciliations, and U.

S. GAAP compliance is essential.

• is eager to drive continuous improvement in Uplinq's automated bookkeeping systems and contribute to our business intelligence solutions.
• preferably has a Bachelor's degree in business, accounting, or related fields.

Here are some examples of projects that you could own in this role :

• Design and implement comprehensive setups for new clients, ensuring seamless integration with Uplinq's bookkeeping systems.
• Lead troubleshooting initiatives within QuickBooks Online, enhancing functionality and user experience.
• Analyze and rectify bookkeeping issues, identify discrepancies, and devise action plans for resolution.
• Develop strategic action plans for extensive accounting projects, setting benchmarks for timeliness and quality.
• Collaborate on high-level client interactions to refine and tailor accounting services, ensuring client satisfaction and operational excellence.
• Mentor and train junior Accounting Specialists, teaching higher-level accounting skills and training team members in various software applications.

This role is perfect for someone who thrives in a dynamic, innovative environment and is looking to make a significant impact in the fintech industry.

If you're ready to leverage your accounting expertise in a setting that values and promotes proactive problem-solving and high-quality outcomes, Uplinq is looking for you.

About Uplinq Accounting

At Uplinq, our accounting team consists of seasoned professionals with many years of experience in public accounting or finance, adept at managing complex accounting and financial operations.

Team members exhibit a remarkable ability to adapt swiftly to new processes and software, ensuring our financial practices are both innovative and efficient.

Choosing Uplinq means committing to an organization where creativity and problem-solving are at the core of what we do. Here, you will work on meaningful projects that you believe in, within a product-led, agile framework that respects and values your contributions.

Uplinq offers unique growth and career opportunities as the company is poised to scale rapidly.

Key Projects and Achievements :

• Transaction Categorization Innovation : Partnered with our technology team to design and implement a cutting-edge tool that automates and refines transaction categorization.
• Client Dashboard Development : Developed a comprehensive client dashboard providing a detailed overview of bookkeeping health with actionable insights.
• Closing Management System : Built from scratch, our internal closing management tool ensures efficient and accurate end-of-period financial adjustments.
• Sophisticated Troubleshooting SOPs : Formulated advanced standard operating procedures for troubleshooting third-party data source issues.

We offer a work-from-home policy that caters to modern professional needs while maintaining team cohesion and effectiveness.

Uplinq is the ideal place for those looking to make a significant impact in the FinTech space. Our team is close-knit, consisting of individuals with successful startup exits, extensive experience in the finance industry, and prestigious backgrounds in machine learning.

If you're looking to develop as a professional in an environment where every contribution matters, Uplinq is where you want to be.

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