burklandassociates - Accounting Project and Implementation Specialist
Requirements
• Technical accounting judgment — Knows what accurate, close-ready books look like and can quickly spot what is off in unfamiliar or messy records. • Attention to detail — Reviews work thoroughly and consistently, catching errors others miss without losing sight of materiality. • Project management — Plans and runs multiple engagements/projects at once, setting timelines and milestones, prioritizing competing deadlines, and keeping clients, production team, and Director informed of status at every stage. • AI fluency — Hands-on comfort using AI tools in accounting and operational work, with sound judgment about where AI adds value, where human review is required, and how to protect client data. • Communication - Serves as the client's main point of contact during cleanup and implementation, setting expectations, requesting missing information, and explaining findings and scope changes in plain terms. Keeps the production team updated on progress, open issues, and client-specific details throughout the engagement so nothing is a surprise at handoff. • Bachelor's degree in Accounting, Finance, or a related field, or an equivalent combination of education and relevant work history • 5+ years of hands-on accounting work, including month-end close, account reconciliations, and accrual-basis financial statement preparation under U.S. GAAP • Experience creating new processes and being a change champion for new tools and processes that improve efficiency • Demonstrated ability to complete historical cleanup and catch-up engagements, including reconstructing records from incomplete or inconsistent source data • Background in new-client implementation, such as chart of accounts design, opening balance setup, and connecting supporting systems • Comfort working within fixed-fee or budgeted scopes and tracking time against them • Ability to manage several concurrent engagements independently in a remote environment • Strong organizational skills and project management skills • CPA license, or active progress toward one • Prior work in an outsourced or fractional accounting firm serving startups or venture-backed companies • History of building quality control checklists, review standards, or process documentation • Hands-on use of AI tools in accounting workflows • PHYSICAL & ENVIRONMENTAL DEMANDS • This is a remote position. Work is primarily performed at a computer for extended periods, requiring the ability to use a keyboard, view a screen, and communicate via video and phone. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Responsibilities
• Client Project Delivery & Scope Management • Project manage and execute historical cleanup and new-client onboarding/implementation engagements to the agreed scope and timeline • Reconstruct and reconcile historical records, correct prior-period errors, and bring client books to a reliable, close-ready state • Set up new client accounting environments, including chart of accounts, opening balances, and connections to supporting systems, in line with BKA standards • Flag scope changes and discoveries during an engagement that affect pricing, and raise them promptly so they are resolved before work continues • Track hours against the quote in real time throughout each engagement, not just at the end, to catch overruns early • Maintain transparent communication with the ongoing production team throughout each engagement • Process Improvement and AI • Use AI tools and firm systems to accelerate cleanup, reconciliation, and review work, with appropriate human review and protection of client data • Document repeatable approaches for cleanup and implementation work so engagements become more consistent over time • Share actual hours and lessons learned from completed engagements to improve how future cleanup and implementation work is scoped and quoted • Test and support implementation of new tools, systems and processes
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