Client Onboarding Senior Associate- Finance, Accounting & Strategy Firm at Graphite Financial | Torre
Client Onboarding Senior Associate- Finance, Accounting & Strategy Firm
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Graphite Financial

Client Onboarding Senior Associate- Finance, Accounting & Strategy Firm

Graphite Financial
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Full-time

Legal agreement: To be defined

Base compensation
USD65k - 80k/year

+ Health insurance

location_on
Hybrid (Orlando)
Posted over 2 years ago

Responsibilities

- Graphite Financial is a growing finance, accounting & strategy firm built to help startup companies scale efficiently and sustainably. - The company was born in 2008 in NYC, supporting ff Venture Capital’s portfolio of early-stage companies. - In 2016, Graphite Financial spun out and began working with the broader startup community. - The team consists of certified public accountants, analysts, entrepreneurs, and venture capitalists who are passionate about partnering with early-stage companies to help them succeed. - The company's roots give them a unique vantage point that extends well beyond vanilla finance and accounting matters. We're looking for a Client Onboarding Manager to join our rapidly growing Controller Services team at Graphite Financial. This role will be critical to the company’s continued growth and success. As a Client Onboarding Manager, you will communicate with clients during the onboarding process, managing the client team to get each client to a steady state. The person must be able to prioritize and multitask while working on multiple clients. This is a full-time position with competitive benefits and a salary range between $65,000-$80,000. This is a fully remote position with the option of using a coworking space in downtown Orlando. Responsibilities: - Engage with clients to develop an understanding of their team, business models and needs to implement best practices according to the signed SOW - Deliver high-quality client service to the CEOs and Founders of all clients. Partnering with leadership to manage client relationships - Act as one of the primary point of contact for clients' accounting questions and needs during the onboarding phase - Oversee the successful progression of the new client onboarding process -- from the time a client signs to the time they transition to a steady-state relationship - Transform client financials to industry best practices and accrual standards - Develop and document accounting processes and scalable procedures with strong controls to implement on new clients - Oversee and assist teams performing clean up, creation of balance sheet backup schedules and month-end checklist - Mentor and develop client teams while walking them through the client onboarding process and train as needed on best practices - Assist with the allocation of work across the team to balance workload and training opportunities
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