Implementation Specialist Job at Countsy

Job Description

The Countsy Implementation Specialist is responsible for a range of implementation activities designed to achieve a high level of client service and satisfaction during the implementation of various accounting platform tools, utilized by the Countsy TSC. The position is primarily responsible for system setup, system administration, system integrations and client training of the utilized suite of applications. The Implementation Specialist will also work directly with clients to assist with data file conversion. The position will require post-live support to the client during transitions to new releases of any platform tool, or when leaving the TSC. The ideal candidate must be able to recognize the Client’s accounting and financial system needs and implement appropriate policies and procedures that are GAAP compliant. This position requires a high degree of independent judgment and decision making throughout the implementation process. Assistance may be sought from the Implementations Lead when encountering a specifically challenging system, or accounting issues.

Job Responsibility

Handle several implementation projects at any given time
Lead all aspects of implementation – working together with Countsy CFO on implementation timing
Gather business requirements as necessary, review current accounting processes in place, and apply detailed working knowledge of accounting products and principles to support the client’s business, while ensuring GAAP compliance and proper internal controls
Recommend implementation of features or new accounting policies and procedures where appropriate
Advanced knowledge of financial SaaS tools relevant to the tech startup industry
Create policies and procedures documentation, or training materials as necessary
Develop and conduct training sessions for each client where client involvement is key, so as to be fully prepared on the go-live date
Work with Countsy CFO to establish cost and time estimates for implementation
Track tasks accomplished, time spent and milestones completed
Communicate with client/Countsy CFO of progress throughout the implementation project life cycle
Create initial accounting transactions/reconciliations for first month(s) of financial reporting with each client
Assist TSC Accounting Team with post-live support questions when needed
Effectively communicate with Client, and Countsy staff to understand and document priorities and work status
Demonstrate commitment to client success. Become familiar with project scope and tool sets required
Support client and team with timely response to information requests
Take ownership of work and follow tasks through to completion
Utilize research and knowledge management channels
Use and administer company practices, standards, procedures, tools and methodologies
Effectively interact with and support other Countsy staff, management and internal staff
Perform all necessary administrative responsibilities in a timely manner (e.g. Timesheet and expense report submission, annual review, response to e-mail and voicemail, forecasting of upcoming availability)
Comply with Countsy policies and procedures
Work effectively with client and Countsy staff and be positive and respectful in all interactions

Requirements

Solid knowledge of Generally Accepted Accounting Principles in a variety of different industries and circumstances
Current NetSuite administration and other financial systems experience preferred such as: Bill.com, Expensify, Airbase, Maxio etc.
Ability to research accounting issues, reach logical conclusions, and apply to clients’ situation
Proven analytical skills
Strong project management experience in addition to excellent time management and ability to prioritize changing tasks
Ability to adjust to new conditions, clients, and tasks
Proven analysis, research, and problem-solving skills
Ability to communicate accounting principles and issues to other staff
Prior experience with multi-entity or startup clients (strongly recommended)
Ability to work with people of varied levels of accounting knowledge
Demonstrated high degree of proficiency in Microsoft Excel – familiar with higher formulas (i.e. pivot tables, IF statements, VLOOKUP, etc.)
Knowledge of Company policy, procedures and organizational structure
Ability to manage client inquiries
Direct complaints or complex queries to relevant team members
Provide technical assistance
Expedite serious issues to management for prompt resolution
Sense of urgency necessary to meet goals, objectives, and deadlines
Desire to work in an environment of continual learning and challenges
Effectively adjust and prioritize new conditions, clients and changing tasks
Accept responsibility for errors, identify corrective measures and controls for non-recurrence
Will interact directly with Client’s staff at all management levels
Will interact internally with Countsy CFO’s and other Countsy staff
Will need to interact with Client vendors and contacts as well as external support staff of various support tools when resolving platform issues
Excellent written and verbal communication skills
Excellent interpersonal and human relations skills aiding in acting as an effective team member
Bachelor’s or Master’s degree in Business, Accounting, Computer Information Systems or related field or equivalent experience
CPA a plus
Minimum of ten (10) years as an accounting professional, and (5) years with systems management/implementation
Must have prior experience in providing all account reconciliations, and some level of financial statements preparation
Experience with software is required, specific platform tool experience (NetSuite, Bill.com, Expensify, Maxio, Airbase etc.) is a strong plus

What we offer

Medical (including FSA and HSA offerings)
Dental
Vision
Life insurance
Disability insurance
401(k) savings plan
Employee Stock Purchase plan
Paid Time Off: 18 days
Eight Paid Holidays
Paid Sick Time (in geographies where legally required)
Discretionary Bonus Plan
Short-Term Disability Benefits: RGP provides eligible employees up to 12 weeks of paid leave for total and temporary disability due to illness or injury
Maternity Leave: For pregnancy and childbirth, female employees may receive up to 8 weeks (40 days) of paid Maternity Leave
Parental Leave: RGP provides 2 weeks (10 days) of paid Parental Leave for the birth or adoption of a child
Bereavement: Up to 3 days of paid leave (additional time may be available under PFML)
Paid Family Medical Leave (PFML): The state-administered PFML fund provides qualified employees with the following maximum leave amounts per calendar year: (a) up to 12 weeks of paid family or medical leave, (b) up to 16 weeks of leave when family and medical leave are used in combination, and (c) an additional two weeks of leave due to pregnancy complications, (d) up to 7 days bereavement leave
Jury Duty Leave: Up to 5 paid days
Military Leave: Up to 21 days of paid leave during a one-year period

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Implementation Specialist

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