Job Description

As Sr. Onboarding Specialist (Bookkeeper) you will play a critical role in understanding and mastering the client’s booking processes before transitioning them into active client management.

KEY RESPONSIBILITIES

You will:

• Learn and understand the client’s existing booking and accounting processes in detail.
• Document workflows, policies, and procedures for internal reference and compliance.
• Identify gaps or inconsistencies in client processes and recommend improvements.
• Collaborate with ongoing and operations teams to ensure readiness for transition to active client status.
• Review historical financial data for accuracy and completeness.
• Ensure compliance with accounting standards and company policies during the transition phase.
• Communicate with clients to clarify processes and resolve discrepancies.
• Provide guidance and support during the onboarding phase

QUALIFICATIONS & REQUIREMENTS

• Bachelor’s degree in Accounting, Finance, or a related field.
• At least 3 years of experience as a Senior Bookkeeper or minimum of 3-4 years of hands-on experience in end-to-end bookkeeping, managing multiple client accounts in Australia, New Zealand, or US
• Strong proficiency in XERO and familiarity with other accounting systems and financial software.
• Must be currently residing in, or able to commute easily to, Clark, Pampanga.

Work Schedule: Early day shift, from 5:00 AM to 2:00 PM.

Work Setup: Hybrid | 3 days onsite, 2 days work-from-home

Work Location: Clark, Pampanga