Remote Accounting Technology Consultant (Consolidation Reporting Experience)

Summary

Join our growing Customer Success team as an Accounting Technology Consultant to ensure clients are successfully onboarded onto our SaaS Accounting solution, with a specialized focus on Consolidations and Reporting. We're looking for motivated individuals with an accounting background who want to transition into a consulting role.

Requirements

• 4+ years of private and/or public accounting experience required
• Deep knowledge/experience with consolidations, intercompany, and financial reporting
• BS degree in Accounting, Finance or related field
• Thorough knowledge of basic accounting procedures and principles
• Highly energetic, positive and passionate team player with strong interpersonal skills and collaborative orientation
• Detail oriented with strong problem-solving and decision making skills
• Self-starter with a high level of initiative and follow-through
• Strong sense of ownership and urgency, organizational and time management skills, and ability to multitask and prioritize work
• Excellent communication (written and verbal), interpersonal and consultative skills
• Strong work ethic and integrity
• Ability to work well under tight deadlines and respond to rapidly changing demands

Responsibilities

• Leading client kick-off calls and giving them an overview of the FloQast implementation process and timeline
• Designing and configuring the consolidations and reporting suite of products to fit each individual client's needs
• Reviewing clients' current close documentation and advising them on best practices within the software
• Organizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
• Establishing and maintaining client relationships mainly through phone and email communication
• Managing client progress and driving status update meetings internally
• Tracking client adoption and driving the optimization of their FloQast account
• Maintaining a deep understanding of the FloQast application and functionality
• Training domestic and international accounting teams through screenshare on how to use the FloQast software during their month-end close
• Point person for technical product support and accounting-related questions during implementation

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Family Forming benefits
• Life & Disability Insurance
• Unlimited Vacation
• Participation in our Employee Stock Program