Client Accounting Onboarding Specialist- Franchise Services
HORNE Cyber
HORNE is a professional services firm founded on a cornerstone of public accounting. As a top 25 business advisory firm, our 2,000+ team members serve clients from offices and project locations across the nation and Puerto Rico. We offer a range of financial operations and business strategy solutions that frees franchisees to focus on high-value opportunities like growth and customer experience. We serve clients in over 40 national brands spanning the pizza, chicken, deli and health/wellness segments.
The Client Accounting Onboarding Specialist plays a crucial role as the first point of contact for clients, focusing on problem-solving and optimizing processes across intake, preparation of statements, and hand-off, to ongoing teams in close collaboration with CEL and other ICE/Tech teams.
Essential Functions:
- Comprehensive understanding of balance sheet backups and the capability to resolve balance issues, including those stemming from previous practices
- Enhance efficiency in the financial preparation process for the recurring team
- Top of Form
- Bottom of Form
- Collaborate with the Tech team to establish and validate database imports
- Record transactions in general ledger and complete financial statement compilations
- Performs computations of accruals, amortizations and depreciation expense
- Show proficiency in the bank reconciliation program, including the ability to configure automated matching rules to ensure thorough and accurate auto-matching before forwarding clients to the financial preparation team
- Assists in proofing financial statements and other related documents
- Assumes responsibility for ensuring the accuracy of data collection, accumulation, and maintenance across all functions within our accounting and consulting firm
- Review processes and offer process improvements in accordance with be better initiatives
- Performs other accounting or consulting duties as assigned
Required Skills:
- Strong project management skills
- Comprehensive Knowledge of accounting and bookkeeping principles and procedures
- Skilled in problem-solving with a strong attention to detail
- Basic Income Tax and GAAP Experience
- Proficiency in technology including the ability to independently learn and adapt to new software such as Intacct and alliance
Required Experience:
- Experience with balance sheets, bank reconciliations and monthly/quarterly/yearly financial statement preparation
- 3-5 years’ experience working with spreadsheets, financial statements, balance sheet back-up, general ledger entries, and other financial reports preferred
- Experience in a CPA firm or in Franchise Accounting, strongly preferred
Education Required:
- Bachelor’s degree in an appropriate field preferred.