Aprio PH - Senior Onboarding Associate

Lead and support client onboarding engagements, including the design, implementation, and optimization of accounting technology stacks tailored to client needs. Provide hands-on accounting support across multiple industries within professional services, ensuring accuracy and alignment with client operations. Serve as a subject matter expert in QuickBooks Online and Xero, including setup, customization, and troubleshooting. Perform historical accounting clean-up, reconciliations, and issue resolution to establish a strong foundation. Manage data conversions and file migrations, ensuring timely delivery. Prepare and deliver monthly financial statements. Reconcile tax returns to balance sheets and post adjustments for reliable opening balances. Execute catch-up work including bank and credit card coding, A/P and A/R cleanup, payroll reconciliations, and investment account setup. Set up and document ongoing processes (depreciation, amortization, accrual/deferral) within workflow tools. Create onboarding deliverables and month-end close schedules to support the team. Implement and customize third-party tools like Bill.com. Collaborate with cross-functional teams to enhance operational efficiency, scalability, and client satisfaction. Communicate with clients via email and meetings to request information and manage expectations throughout onboarding. Provide regular progress updates to internal stakeholders and escalate risks as needed.