BST & Co. CPAs, LLP
Implementation Specialist (Project Management)
Perform accounting data integration into various Accounting Systems (i.e. QuickBooks, Sage Intacct).
Manage multiple projects at any given time and successfully deliver high-quality results.
Initial setup of third party applications that the firm and the client will use to collaborate for ongoing financial reporting and document processing.
Serve as the firm representative with clients and skillfully navigate all conversations, from the introduction to long-term relationship building.
Coordinate with cross-functional resources to deliver results against defined timelines and client accounting business requirements.
Facilitate session kick-off calls with client stakeholders to outline the scope of the project, goals, identify deliverables or resources requirements in a professional and courteous manner.
Anticipate project risks and issues, confidently address any challenges, mitigate risks and issues, and escalate to appropriate parties where required.
The Accounting Implementation Specialist will configure the system(s) based on the solution design provided by the Implementation team.
Provides training for new clients and client staff in the use of shared software applications.