Staff Accountants at play a pivotal role in delivering exceptional service to our financial solutions clients. They support multiple client accounts and serve as integral members of each clients accounting team. This is a client-facing position (not an internal corporate role), acting as the primary point of contact for day-to-day accounting matters and actively participating in regular client meetings. Duties and responsibilities As a Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment. Staff Accountants are the backbone of our Onboarding Teams success. They serve as the primary contact for all accounting-related communications, collaborate with the team to drive account clean-up initiatives, and actively engage in client meetings—offering support and leading process discussions as needed. The initial project and account clean up begins with our detail-oriented and analytical Staff Accountants. The Onboarding Teams mission is straightforward: to set clients up for success. The teams goal is to efficiently transition new clients and processes into the Account Team workflow. Staff Accountants on this team must demonstrate initiative and adaptability in a dynamic environment with evolving routines and deadlines. The Onboarding Team works closely with clients to gather necessary information, integrate them into established workflows, and ensure a seamless handoff to other BELAY service teams.
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Job Type
Full-time
Career Level
Entry Level