Remote Bookkeeper - Client Onboarding Specialist (US Remote Available)

Company Location: Anywhere
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Are you an accounting professional who thrives on making order out of chaos? Who lives for straightening out complex books and generating standardized information? Do you enjoy detailed project work, to the point that it makes you giddy when everything ties out?
If you are a process-minded communicator who is most fulfilled when collaborating with other professionals and clients, we invite you to consider joining the Pinion IO team at KCoe Isom as a Bookkeeper - Client Onboarding Specialist.
Our group is at the forefront of innovation within the agricultural industry and accounting profession. We are utilizing technology to synthesize data more quickly, changing the landscape, and increasing our need for leaders who consistently bring their critical thinking skills into play.

What our team does:
[ Link removed ] - Click here to apply to Bookkeeper - Client Onboarding Specialist (US Remote Available) is an agile and innovative technology platform designed around agriculture. It was developed to bridge the divide between farm operations and intelligent data. Pinion IO is breaking barriers with its full business connectivity through a single point of entry dashboard. It integrates and organizes all farm operations data – from daily financials to crop yields to market statistics… the applications are limitless. Pinion IO technology effortlessly drives financial decision-making and advances operations management on the farm.
Our people are curious question-askers, unafraid of change. They spend their days helping business owners evaluate the state of their financial operations, which leads to real and practical decisions that impact the success of their operations. If selected as a Bookkeeper - Client Onboarding Specialist, you will kick-start the client’s journey toward cleaner accounting and data.


What you’ll be doing:

The Bookkeeper - Client Onboarding Specialist is the first point of contact as clients join our service. You’ll be working together with clients and guiding them through changes to their accounting systems and financial reporting processes. (In fact, this role will likely provide you with direct client contact sooner than many other opportunities at this level).
The onboarding process is limited to a few months, so you’ll have a wide exposure to new clients. Each one will bring new challenges to tackle surrounding software integration, information standardization, process implementation, and client training.
Your ability to navigate complicated general ledgers, multi-task multiple onboarding projects efficiently, and communicate effectively is key as you’ll be part of a team of bright accounting professionals. Working together, you’ll develop creative ideas and deliver significant value to our clients.


What you’ll need for this position:

  • At least 3 years of experience in accounting or bookkeeping
  • Comfort with debits & credits
  • Experience with accrual accounting
  • Exposure to financial reporting (Balance Sheet, Income Statement)
  • Familiarity with sub-ledgers (AP, Fixed Assets, Inventory, etc.)
  • Ability to quickly learn new technology
  • Excellent communication skills, including the ability to articulate financial information.

Bonus Assets:

  • Project management software experience
  • Experience within the agricultural industry
  • Experience in client implementation
  • Experience converting financial data to new technology platforms

What’s in it for you:

  • Leadership, influence, fulfillment, growth, and development
  • A people-centered culture, with fun as part of our core firm values
  • A robust training and development program, designed to help you enhance your distinct abilities and use them to grow your career and the firm
  • Opportunity to interact with ag leaders around the firm as you deliver services to firm clients
  • More freedom to explore and focus on your unique areas of interest

•Coe Isom offers a competitive compensation and excellent benefits package, including health, dental, vision, life and disability insurance, 401k, profit sharing, holidays, flexible work arrangements, and paid leave. EOE.

How to apply: We're not your average firm. Show us how you're not the average Client Onboarding Specialist! Impress us with your technical skills, and then blow our minds with your attention to detail and communication style. Submit your interest via an online application at www.careers.kcoe.com. Attach a cover letter highlighting the ways that your experience and approach might blend well with our unique way of supporting internal and external clients.

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