Accounting Solutions Consultant
About the role
We are seeking an experienced Accounting Solutions Consultant to join our team. This role is ideal for someone with a strong accounting background who is passionate about helping finance teams modernize their operations.
Responsibilities
- Lead key parts of customer onboarding and deployment, ensuring a smooth and timely implementation experience
- Partner with internal teams across Product, Engineering, and Customer Success to execute implementation plans and solve customer problems quickly
- Learn and analyze client accounting and finance workflows, translating those needs into clear requirements and practical solutions
- Guide customers through onboarding, training, change management, and adoption
- Support data migration, reconciliations, systems setup, and integration coordination
- Track milestones, drive follow-through, and keep internal and external stakeholders aligned throughout the onboarding process
- Identify risks early, escalate issues quickly, and help keep customer launches on track
- Build trust with customers by being responsive, thoughtful, and solutions-oriented
- Maintain clear documentation and provide regular status updates to customers and internal stakeholders
Requirements
- 4-7 years of experience in accounting, audit, advisory, or related customer-facing roles
- A strong accounting foundation, able to speak credibly about close, reconciliations, revenue recognition (ASC 606), and core finance workflows
- Excellent communication skills and the presence to work directly with customers and senior stakeholders
- Systems-minded and excited to learn implementation work, even if you have not formally held an implementation title before
- Strong organizational and project management skills, capable of managing multiple workstreams at once
- Comfortable operating in a fast-paced environment while maintaining high attention to detail
- Experience working cross-functionally with technical and non-technical teams
- Experience in Big 4, SaaS, or at a technology company is a plus
Qualifications
- Strong analytical and problem-solving skills
- Ability to prioritize tasks and manage multiple projects simultaneously
- Passion for helping clients achieve their financial goals
- Self-motivated and able to work independently
Skills
- Strong understanding of accounting principles and practices
- Experience with ERP systems and implementation processes
- Excellent interpersonal and communication skills
- Ability to work effectively in a fast-paced, dynamic environment
Benefits
Competitive Pay & Benefits: Backed by world-class investors, we offer strong salaries plus equity, so you share in our success. We've got you covered with top-tier health and dental insurance, premiums partially or fully covered for you, plus 90% coverage for dependents.
Flexibility That Works: Take the time you need with flexible PTO and 9 company-wide holidays. We value both the flexibility of remote and hybrid work and the creativity and energy that comes from in-person collaboration at our hubs in San Francisco, NYC, and Barcelona.
Build Real Connections: Great work happens when people connect. Join us for team offsites in incredible locations, our team has bonded everywhere from New York and San Francisco to Toronto, Italy, France, and beyond.