Cloud Bookkeeping Manager – Onboarding Specialist

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🕒 April 2

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SRJ Chartered Professional Accountants (Canada)

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

SRJ Chartered Professional Accountants is a reputable accounting firm based in Toronto, Canada, with additional locations in Mississauga and Oakville. The firm offers a comprehensive range of accounting services, including personal and corporate tax returns, cloud accounting, incorporation services, bookkeeping, financial statements, advisory, and valuation services. SRJ specializes in serving small business owners across various sectors such as healthcare, technology, legal, and startups. With a focus on using technology to streamline financial operations, SRJ prides itself on delivering personalized and world-class service to help clients maintain a healthy financial profile.

📋 Description

• You will be part of a growing national team supporting weekly, monthly and quarterly engagements across a diverse group of industries • Deliver on a variety of cloud-based assignments for clients across the country including: Setting up clients in QBO and/or Xero, Payroll, and setup of apps with connection to the database • Catch up and/or clean up client databases • Documenting the processes, you have established for the ongoing bookkeeping for the team • Provide backup to the team for clients you have onboarded • Full cycle bookkeeping on various clients in a number of industries • Responsibilities include reconciliation of bank balances and credit card transactions, processing of sales and purchases invoices, overseeing payroll processing, and recording ad hoc adjusting entries on a regular basis utilizing cloud-based software and apps • Other functions such as GST/HST filings, and month-end/quarterly reviews will form part of your responsibilities • Ongoing communication with clients and their representatives throughout the year, utilizing various communication tools • Staff Planning Day-to-day resource and capacity planning for the Bookkeeping team • Coordination of work with SRJ’s outsourced bookkeeping partner • Create coverage plans, short-term and long-term • Communicate effectively and openly with Managers to ensure they understand what support their clients will be receiving • Ensure the Bookkeeping team is delivering on client commitments without consistent overtime • Plan and execute the distribution of work amongst the Bookkeeping team in light of future resources • Proactively identify and communicate future capacity requirements to the Managing Partner and HR Manager • Performance Management Lead the Bookkeeping team to be solutions-focused, client-centric, and a great resource to the rest of the organization • Train and mentor employees in their career and skill development at SRJ • Effectively deliver positive and constructive feedback to the team • Manage performance issues within the Bookkeeping team with support from the Director of Client Services and/or HR Manager • Continuously review the performance of the Bookkeeping team and carry out periodic performance reviews • Monitor the flow of communication and work between departments to identify opportunities for enhancing the performance of the greater organization • Project Management Staying current on deliverables to consistently meet deadlines and commitments to both clients and the SRJ team • Optimizing and improving processes and the overall approach to work where necessary • Managing team expectations and requests, ensuring the goals of the individual, the team, and the greater organization are appropriately balanced • Resource planning, including proactively organizing the team to ensure it is efficiently meeting its current objectives • Provide excellent responsiveness to both clients and the team • Collaborate with Client Services Team management on support objectives such as engagement deliverables and other assistance provided to the CSTs • Collaborate with leadership and other members of management on matters such as resource planning and firm-wide initiatives impacting the CSTs as a whole • Training and Procedure Development Support the Sr. Bookkeeping Associate(s) in developing and delivering training plans for new and existing Bookkeepers in areas such as software, workflows, technical accounting, finance, and tax. • Provide support and mentorship to new and existing Bookkeepers • Enhance our current training procedures to ensure they continually evolve to meet the needs of our clients and our operation • Work with the Director of Client Services and the HR Manager to coordinate training plans for new hires • Review training progress of new hires and existing employees.

🎯 Requirements

• Experience as a Sr. Bookkeeper, Manager, or equivalent • Accounting/business diploma/certificate or equivalent work experience • Ability to plan, prioritize and complete multiple projects in a fast-paced environment • Excellent verbal and written communication skills • Strong organizational skills and ability to multi-task competing priorities • Demonstrated leadership skills - managing, coaching, and inspiring others • Patient, caring, understanding, and there to support the different learning styles of the new and existing Bookkeepers • Demonstrated ability to teach • Ability to work both independently, and with little supervision, but willing to ask questions or obtain assistance when needed • Expert knowledge of, or demonstrated ability to quickly become comfortable with, various accounting programs, especially Xero and QuickBooks, is required • High degree of proficiency with Microsoft Office programs is required • Proficient with Google Suite of applications • You have a passion for excellent client services • Excellent interpersonal skills and demonstrated ability to work effectively with others toward a common goal.

🏖️ Benefits

• Flexible work arrangements • Competitive salaries • Dynamic health care plan • Succession planning program