Aprio PH - Senior Onboarding Associate

Accounting Technology Specialist

Company: Aprio
Location: [Not Specified - requires Night Shift]
Employment Type: Full-time

Position Responsibilities

• Lead and support client onboarding engagements, including the design, implementation, and optimization of accounting technology stacks.
• Provide hands-on accounting support across multiple industries, ensuring accuracy and efficiency.
• Serve as a subject matter expert in QuickBooks Online (QBO) and Xero (setup, customization, troubleshooting).
• Perform historical accounting clean-up, diagnostics, reconciliations, and issue resolution.
• Manage and execute data conversions and file migrations.
• Prepare and deliver accurate monthly financial statements.
• Reconcile tax returns to balance sheets and post necessary adjustments.
• Execute catch-up accounting work: bank/credit card coding and reconciliations, AP/AR cleanup, payroll reconciliations, investment account setup/reconciliation, clearing account setup/cleanup.
• Set up and document ongoing accounting processes (depreciation, amortization, accrual/deferral schedules).
• Create and maintain onboarding deliverables (open item lists, month-end close schedules).
• Implement and customize third-party tools like Bill.com.
• Collaborate with cross-functional teams for onboarding and advisory support.
• Communicate directly with clients via email and meetings.
• Provide regular progress updates to internal stakeholders and escalate risks or issues.

Qualifications

• Education: Bachelor's degree in Accounting (required).
• Certification: CPA license is a plus.
• Experience: Minimum 3 years of experience in the BPO or professional services accounting environment.
• Software Proficiency: Strong working knowledge of QuickBooks Online (QBO) and Xero (required).
• Technical Accounting Experience: Proven experience with historical accounting cleanups (reconciling to tax returns, importing/validating transactions, reconciling cash/liability accounts, entering/reconciling payroll, reconciling investment/e-commerce accounts, entering trial balance journal entries, reviewing/cleaning AP/AR, strong reconciliation knowledge).
• Analytical Skills: Ability to review and analyze financial statements and identify discrepancies.
• Communication Skills: Excellent written and verbal communication skills; comfortable in a hybrid environment using Teams and email; frequent direct client interaction.
• Organizational Skills: Strong time management, organization, and attention to detail.
• Work Style: Self-motivated, capable of working independently, comfortable managing multiple clients and shifting priorities.
• Schedule: Willingness to work Night Shift.

Perks/Benefits

• Wellness program
• HMO coverage
• Rewards and Recognition program
• Free shuttle service (for onsite employees)
• Free lunch meal (For onsite employees)
• On-demand learning classes
• Discretionary time off and Holidays
• Performance-based salary increase
• Discretionary incentive compensation
• Hybrid set up (for selected roles/locations, terms and conditions apply)
• CPA & Certification Assistance and Bonus Program

What's in it for you:

• Work with an industry leader in a high-growth firm.
• Be part of a high-energy, passionate, caring, and ambitious team.
• Professional growth opportunities in an environment fostering continuous learning and advancement.
• Competitive compensation.