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Client onboarding specialist (accounting background)

Company: RSM US
Location: Dubuque
Posted on: March 15, 2020

Job Description:

RSM has an opening for a NetSuite Onboarding and Support team member within our Finance and Accounting Outsourcing (FAO) practice. This role will be at a Senior Associate or Supervisor level, depending on applicant experience. This is a client-facing role focusing on the onboarding and implementation of new FAO clients, including presales, support and optimization responsibilities for NetSuite ERP products and services.

You will work closely with fellow Consultants in the FAO practice on multiple client projects ranging from consulting services, customization design, and technical support, to full implementation. The successful candidate will be a problem solver, creative thinker, fast learner, be detail-oriented, and interested in learning their clients' business.

Responsibilities:


  • Perform assessments to evaluate project scope, fees and overall NetSuite implementation design Oversee and manage project plan throughout onboarding process for new client implementations
  • Design and implement NetSuite and integrated FAO technology stack components (Bill.com, Tallie,
  • BlackLine, BNA Fixed Asset) using RSM FAO methodology
  • Liaise with RSM NetSuite team as necessary for onboarding larger, complex clientsConduct testing and client training (with support from RSM NetSuite team as needed)
  • Support NetSuite FAO implementations through the first fiscal close after initial implementation
  • and assist FAO technology support team with support requests on an ongoing basis
  • Lead demonstrations of NetSuite/FAO solution to prospective clients
  • Assist with calculation of software and implementation estimates for prospective clients and
  • contract preparation
  • Develop methodology and toolkit for implementing NetSuite in FAO environment
  • Obtain certification in SuiteSuccess and evaluate appropriate editions to be implemented
  • Design and develop FAO-specific collateral (accelerators) for NetSuite clients, including
  • dashboards, journal entry approval process standards and standard reporting packages
  • Assist with optimization requests across current FAO client base, including report design and implementation of new modules
  • Provide supplementary ad hoc support to larger client in the cemetery/funeral industry, including participation in onsite discovery/assessment meetings, managing implementation and onboarding efforts and evaluating optimization opportunities
    Basic Qualifications:
    • Strong accounting background
    • Experience implementing, supporting and transacting in NetSuite
    • Experience or general understanding of integrations with ancillary software (Bill.com, BlackLine, Tallie)
    • Willingness to travel for client assessments and implementations (25% overnight)
    • Strong computer skills, including MS Office
    • Strong verbal and written communication skills
    • Excellent client and customer relationship management skills
    • Ability to work in a fast-paced environment, and work on multiple projects simultaneously
    • Must be a team player and be able to effectively interact with staff at all levels of the firm
    • Desire to grow and ability to learn technology quickly through instruction and self-training


      Preferred Qualifications:


      • Certified Public Accountant (CPA)
      • NetSuite implementation certification
      • Experience working in a shared services/outsourcing environment
      • Strong conceptual, analytical and problem solving skills
      • Solid understanding of business and information technology processes
      • Ability to plan, prioritize, and organize work effectively
      • Ability to work under pressure and time deadlines

        You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

        Experience RSM US. Experience the power of being understood.

        RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Keywords: RSM US, Dubuque , Client onboarding specialist (accounting background), Accounting, Auditing , Dubuque, Iowa

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