Accounting Seed & Salesforce Accounting Specialist
- Do you love being an Accounting Seed Accounting Specialist?
- Are you looking for a great place to do what you love?
- Do you thrive in a flexible work from home environment?
Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory accounting firm for small - mid-sized businesses located all around the United States. We are a very technologically forward-thinking and growth-minded firm, and this extends to both our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this we’re growing and are looking to bring an Accounting Seed & Salesforce Accounting Specialist into our fold! This Accounting Seed & Salesforce - Accounting Specialist will work closely with firm leaders as well as staff and clients and will be responsible for integrating and managing our client's financial management platforms with Accounting Seed and Salesforce. We have an unbeatable culture dedicated to developing leaders within our industry.
Desired Skills and Experience:
To succeed in this role you must be someone who really enjoys doing all of the important accounting tasks our clients trust us with such as:
Assist new client onboarding and through the process of product adoption
Advise and assist with data migration from legacy accounting solution to Accounting Seed
Demonstrate features and functionality to clients
Assist clients with best practices in using Accounting Seed and Salesforce
Serve as a subject matter expert for client inquiries
Improvements to the Salesforce environment including but not limited to streamlining and managing multiple user setup, profiles, and roles, customization of objects, fields, and record types
Create and manage complex workflow rules, data validation, and triggers
Input all checking & credit card account transactions
Reconcile client accounts and payroll
Develop and create customized financial reports
Technology should excite you - if it doesn’t then we may not be the right place for you.
To do the above for this role, we would love for you to have some specific software and accounting/tax experience
- Salesforce Business Analyst Certification
- Salesforce System Administrator Certification
- Public financial and/or accounting experience
- Bachelor’s degree in Accounting (Master’s in Tax or Accounting preferred)
- A CPA certification is a plus
The Fusion CPA Way:
We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is creating a financial foundation & culture of accountability wherein CPAs & clients thrive together! It is our intention to be the CPA firm of the future.
Individuals who exhibit the following characteristics tend to be a great cultural fit for Fusion CPA.
Transparent -- We are honest about our strengths, weaknesses & intentions with each other and our clients.
Aligned -- We align the needs and wants of both the Fusion CPA team and clients.
Passionate -- We take immense pride in our work and constantly strive to meet and exceed our client’s expectations.
Accountable -- We hold ourselves independently accountable to the work we are entrusted with.
We take care of our employees. We value our employees, and we will pave the path for your career progression. We consistently provide continuous learning and training via mentorship from both our internal and external experts.
To be considered for this role you must submit your resume to email@example.com and the email subject must be [your first and last name - Resume For Fusion CPA].