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Are you passionate about accounting and technology? Do you thrive on the intersection of finance and innovation? If so, we have the perfect opportunity for you! We're seeking talented individuals with a love for both accounting and IT to join our dynamic team.

AAFCPAs is an innovative and forward-thinking firm. We have enjoyed primarily organic growth and continue our laser focus on sustained growth as an independent regional firm. We are considered an attractive alternative to the Big 4 and National CPA firms. We provide best-value assurance, tax, outsourced accounting, business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies, wealthy individuals, and estates. Since 1973, AAFCPAs sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPA and consulting professionals. AAFCPAs donates 10% of its net profits annually to nonprofit organizations. We have an active DE&I committee and have commitment and accountability to these efforts.

AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world with 300+ member firms in 80+ countries. This provides our clients with seamless national and global coverage, along with an advantageous pay-as-you-use model.

Job Description:

The Technology Application Specialist within the OAFC practice role involves participating in the OAFC technology ticketing, administration and evolution of our technology stack, automation of our processes, and acting as liaison with software vendors. The application specialist will play a key role in the technology ticketing and will have a pivotal role in implementing technology solutions, managing data, and ensuring the team provides a high level of client account services with regards to automation, data visualization, and appropriate choices in accounting software.

Responsibilities:

Tech Stack Implementation and Optimization:

• Working with OAFC automation team for enhancing the departments tech stack and optimization of technology stacks to meet specific client requirements.
• Working closely with partner and application specialist to outline department automation initiatives, assist with the development of SWOT analysis on technology demos and platforms.
• Tailoring tech stack solutions based on client needs.
• Assist in upgrading clients to QBO, Intaact, Sage from QBD or other platforms.
• Review technology platforms available in the marketplace to determine use cases.

Client Account Services:

• Collaborating with team members to provide support on technology for operational efficiency for clients.
• Formulating strategies that align with clients' business and accounting goals.
• Assist in the buildout of effective Enhanced Management Reporting tools for clients using third party application – Reach Reporting

Automation and innovation:

• Lead innovation and drive change – be a part of showcasing tech in the finance setting.
• Drive and create video and training content for team members.

Project Management:

• Leading projects on data conversion and file migrations.
• Play a pivotal role in advancing automation efforts of the practice.
• Assist with project management in technology application onboarding and change management.

Point of Contact:

• Assist and be a liaison for the department regarding software issues.
• Assist and be a liaison with dedicated account managers from software vendors.
• Managing third-party vendors

Help Desk and Ticketing Manage Technology Communications for the OAFC Team

• Answer IT Helpdesk tickets pertaining to our tech stack with clients.
• Act as Admin on all Tech Stack Partner Platforms
• Staying current on current tech stack and communicate changes as appropriate.

Qualifications:

• AS, BS or BA in Accounting or related degree
• Accounting background preferred
• Proficient experience with ERP and accounting systems - within QBO, Sage Intaact, Net Suite Preferred; BILL; Stampli, Expensify
• Proficient with technology and excited about automation and innovation.
• Strong interpersonal and relationship-building skills
• Team player with a positive “can-do” approach

Key Performance and Success Attributes:

• Lead day-to-day follow through on team member deliverables
• On-time delivery of client financial reporting packages
• Motivational and effective management skills
• Meeting assignment objectives (timeframes, budgets, outcomes)
• Ability to work independently in a sometimes stressful environment with extensive multi-tasking demands
• Client satisfaction
• Participation in firm-wide initiatives
• Learning and demonstration of evolving accounting and technology skills
• Ability to manage and motivate a team while delivering results to Clients.
• Superior ability to prioritize and focus in a high-paced, multi-tasking environment
• Ability to quickly learn and use new technology software applications
• Commitment to protecting client privacy, even within the firm, as appropriate

Competitive salary plus annual bonus potential. In addition, we offer a comprehensive benefits package that includes subsidized medical and dental, 401(k) savings plan, life insurance, and short-term and long-term disability, plus more.

All your information will be kept confidential according to EEO guidelines.

AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.

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