Onboarding Senior Accountant

at  Uplinq

ABOUT UPLINQ

Uplinq is not your average technology company. Using the power of data, machine learning, and trusted professional insight, Uplinq will change how businesses manage their bookkeeping, accounting, and tax; consequently, altering the way businesses access and share financial insights. We are very particular about our people and steadfast in our endeavor as a team of high-capacity, highly skilled professionals – who work hard and balance it with fun and family. Joining Uplinq will be a career changer for those seeking to build something meaningful and grow professionally!
The Onboarding Senior Accountant position is perfect for someone looking to develop as a professional in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, and prestigious machine learning experience, Uplinq can offer incredible mentorship and learning opportunities that can’t be found in many other places. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you.

OTHER QUALIFICATIONS:

Education

• Bachelor’s degree in business, accounting, math, finance, or economics is highly preferred
• Open to candidates without a formal education in the areas listed above, but with significant accounting experience. Please highlight this in the application questions and your resume or cover letter

Experience

• 5+ years experience in public accounting or finance, managing accounting and financial operations
• Significant experience with QuickBooks Online and experience adapting to new processes and software very quickly

• Lead onboarding new clients and their entity(s). This entails running the onboarding meeting via UPLINQ’s platform, pre and post-meeting communication, information and data gathering, and company setup prior to handoff to UPLINQ’s bookkeeping team
• Further develop UPLINQ’s onboarding processes to ensure an frictionless client experience and an efficient internal process
• Interact with high-value clients to ensure accounts are setup optimally for UPLINQ’s bookkeeping services
• Communicate and meet with clients to answer questions, gather information, and explain financial data if needed
• Collaborate with the engineering team to create valuable technology solutions within the onboarding process
• Share responsibility for testing the financial feasibility of future financial goals of the product