Role Description
This role involves working with fast-growing tech startups as a Client Onboarding Specialist, ensuring a smooth onboarding process for new clients at airCFO.
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Set up accounting systems for new airCFO clients
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Clean up historical books and create adjustment entries
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Build reconciliation schedules for prepaid expenses, fixed assets, and other key balance sheet items
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Analyze P&L statements to identify trends
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Conduct virtual onboarding calls with founders
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Manage asynchronous client communication via Slack and email
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Identify opportunities to help clients level up their back-office and airCFO services
Qualifications
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Bachelorโs degree in Accounting, Finance, or equivalent experience required
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CPA certification required
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Proficiency in GAAP and accrual accounting
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4+ years of experience managing a diverse portfolio of U.S. based clients
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Proven client-facing experience with U.S. clients, preferably in high-tech startups
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Expertise in QBO/Xero and familiarity with small business tools
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Strong project management and client relationship management skills
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Excellent written and verbal communication
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Advanced Excel/Google Sheets skills
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Experience in maintaining standardized processes and identifying opportunities for streamlining client deliverables
Requirements
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Creative problem-solver with a proactive mindset
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Detail-oriented and client-focused
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Team player with a hands-on approach
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Passionate about startups
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Independent thinker and problem-solver
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Lifelong learner
Benefits
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Flexible Paid Time Off
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Philippines 13th Month Pay
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Home Office Allowance Stipend
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Monthly Stipend for PH Benefits
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Company Offsites & Events
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and much moreโฆ
FAQs
What is the interview process?
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Expect no more than 5 working days to get a response after you apply, and 48 hours for each step after (a ~2-3 week process overall).
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Steps in our hiring process:
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Apply - Submit your application
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Show Your Skills โ Complete our airCFO technical challenge
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Technical Interview โ 45-minute deep dive into your accounting expertise
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Cultural & Behavioral Interview โ 45-minute conversation to assess team and company fit
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Offer Stage โ If itโs a match, weโll send you an offer!