Senior Onboarding Specialist

2 days ago

San Fernando, Central Luzon, Philippines SYSGEN RPO Full time ₱120,000 - ₱180,000 per year

Position: Sr. Accounts Analyst/Sr. Onboarding Specialist

About the Role

We're looking for an experienced
Senior Onboarding Specialist
who will play a key role in ensuring the smooth transition of new clients into our accounting and bookkeeping systems. You'll collaborate closely with Client Managers to manage onboarding processes, refine workflows, and ensure seamless handovers to the ongoing support team.

What You'll Do

  • Manage the end-to-end onboarding of new clients.
  • Perform
    Xero conversions
    and set up
    month-end reporting packs
    .
  • Create and maintain detailed
    Procedure Notes
    and
    Schedules of Work
    .
  • Conduct
    system health checks
    to ensure accuracy and efficiency.
  • Implement and document streamlined
    accounts processes
    .
  • Train and support Accounts Analysts during client transitions.
  • Handle ongoing bookkeeping tasks, including:
  • Accounts Receivable & Payable
  • Banking activities
  • Payroll processing
  • Monthly financial reporting
  • Compliance with
    GST, FBT, and PAYE regulations

Job Qualifications:

  • Degree in
    Bookkeeping or Accounting
  • At least
    4 years of accounting or bookkeeping experience
    , preferably with SMEs
  • Excellent
    English communication skills
    (verbal and written)
  • Strong
    Microsoft Excel, Word, and Outlook
    skills
  • Ability to work effectively in a
    paperless and remote environment
  • CPA and/or
    Project Management
    experience
  • Prior experience in a
    BPO or offshore accounting setup
  • Familiarity with
    New Zealand SME accounting
    and
    taxation
  • Xero Certified
    and experience with
    Receipt Bank
  • Experience supporting
    remote clients

Other details:

  • Direct hire wih the client
  • Morning shift (5am-2pm)
  • Hybrid set up (2x onsite/week)
  • Office in Clark Pampanga

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