Direct walk-in interview For Client Onboarding Specialist
- Enkel
- 3 - 5 years
- Noida, Gurugram
- 2 months ago
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Job Description
Designation: Onboarding Specialist
- Venue: Enkel, 3rd Floor in AltF Coworking Spaces, Plot 21, Sector 142, Noida, UP, 201304. (Walking distance from Noida, Sector 142 Metro Station at Aqua Line)
- Map Location: Tap Here (Search for "Optimus Information" for the exact location on Google map)
- Directions: Take 1st Left after the Sec 142 Metro station, again take first left, then take 1st right for the 3rd building of AltF Coworking Space in front of a big park.
- Time: 10 AM to 4 PM
- Date: 2-May-2025
- Kindly carry a copy of resume
Role Overview The Accounting Deep Dive Specialist plays a critical role in the client onboarding process, acting as a forensic accountant and system configurator to ensure the accuracy, completeness, and readiness of a clients accounting environment. Youll be responsible for conducting a comprehensive review of historical accounting, identifying clean-up and catch-up needs, and establishing best-practice processes going forward. Your work sets the foundation for long-term client success with our firm. Key Responsibilities 1. Deep Dive Review & Analysis Lead the Accounting Deep Dive for newly onboarded clients. Investigate historical entries and accounting practices to identify discrepancies, errors, or unusual entries. Assess and document the clients historical accounting processes and systems. Identify the clean-up and catch-up period required for accurate financial reporting. 2. Documentation & Deliverables Prepare and maintain internal and client-facing Deep Dive files (e.g. Action Tracker, CLM, SOPs). Create detailed action items with specific ownership and deadlines for both internal teams and clients. Prepare and revise the Chart of Accounts, including exports, trial balances, and suggestions for account changes. Produce and maintain high-quality documentation using provided templates, ensuring brand consistency and clarity. 3. Client Communication Participate in client calls to review findings, clarify discrepancies, and finalize agreed-upon processes. Translate technical accounting insights into clear, client-friendly documentation and tasks. Collaborate closely with clients to gather missing information, resolve issues, and confirm next steps. 4. Tech Stack Configuration Configure elements of the clients accounting ecosystem, including: Sales tax modules (e.g. QBO, Xero) Bank and credit card account integrations Rules in tools like Dext, Plooto, or Hubdoc Ensure proper categorization, default settings, and user permissions per SOP standards. 5. Hando
Perks and Benefits:
- Medical Insurance
- Organizational funded training and certificates
Job Classification
Industry: Accounting / AuditingFunctional Area / Department: Finance & Accounting
Role Category: Finance & Accounting - Other
Role: Finance & Accounting - Other
Employement Type: Walk-ins
Contact Details:
Company: EnkelLocation(s): Noida, Gurugram
Keyskills: Client Onboarding Financial Analysis Xero Gaap Accounting Financial Accounting Quick Books GAAP Client Interaction Client Communication Cloud Accounting Sales Tax International Accounting QBO
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Enkel
Enkel is not just revolutionizing accounting services; we're architecting the future of tech-driven financial solutions. Committed to transforming organizations, we deliver top-tier, cloud-based accounting services to over 300 Canadian businesses and not-for-profit organizations. Our mission is t...
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