Senior Associate - Accounting Transition & Managed Services

Role & responsibilities:

• Execute accounting transition and onboarding activities for new AFS clients, focused on speed, accuracy, quality, and consistency
• Review current-state accounting processes, opening balances, chart of accounts, close activities, reconciliations, reporting requirements, and key operational dependencies
• Support accounting data migration and conversion activities, including chart of accounts mapping, opening balance validation, and reconciliation of migrated data
• Establish client accounting routines, close calendars, recurring activities, reporting requirements, and transition documentation aligned with defined playbooks
• Support transition testing, accounting readiness validation, issue resolution, and go-live preparation
• Apply standard accounting practices across general ledger, journal entries, accruals, month-end close, reconciliations, AP, AR, cash, and financial reporting.
• Establish and document repeatable client accounting processes, SOPs, close calendars, reconciliation standards, and reporting deliverables.
• Validate accounting operational readiness and ensure transition gaps, exceptions, and unresolved items are documented and escalated.
• Operate across QuickBooks Online, NetSuite, Sage Intacct, and support accounting system setup, data migration, and chart of accounts mapping.
• Partner with US transition and managed services teams to resolve dependencies and ensure successful onboarding and handoff to steady-state delivery.

Qualification:

• Bachelor's degree in accounting, Finance, or related field; CPA, CA, CMA, or equivalent certification preferred.
• 5+ years of accounting experience in managed services, outsourced accounting, or finance operations.
• Experience supporting client transition and onboarding within a managed services or outsourced accounting model.
• Strong knowledge of month-end close, journal entries, accruals, reconciliations, AP, AR, cash management, and financial reporting.
• Working knowledge of QuickBooks Online, NetSuite, Sage Intacct, and accounting data migration activities.