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Onboarding Manager
Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients. This role is responsible for planning, building data tables, configuring system resources and coordinating with other teams and vendors to get client accounts successfully set up in our systems. The Onboarding Manager is responsible for scoping projects and creating processes to ensure the timely completion of client implementation projects.
Key Responsibilities:
Plan and execute onboarding process:
Gather necessary data from client
Create project timeline for implementation
Build database in Central
Establish banking relationship and open accounts as needed
Establish payment processing method agreements both AP and AR
Communication with owners
Creating Users to access CENTRAL and banking
Communicating with adjacent Teams that will run the day to day after turnover from Onboarding
Implement technical systems and solutions in support of organizational objectives.
Monitor past rollout projects and creates reports detailing insights and potential improvements for future initiatives.
Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process.
Create project plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan.
Interact with clients and stakeholders, as well as serve as a first line of escalation.
Create process improvements and ensure they are being adhered to.
Requirements:
3-5 years of experience in SaaS Implementations.
Bachelor’s degree in a related field is a plus but not required.
Project management, accounting knowledge and/or data migration experience is a plus
Staff Accountant
Enumerate is looking for a Staff Accountant to join our team!As part of our goal to create and support the best community association management software, Enumerate offers accounting solutions for clients. As a Staff Accountant, you will be responsible for performing bank reconciliations and preparing financial statements for Enumerate’s Financial Services clients. This is a hands-on role that requires experience working in the HOA/COA industry. The ideal candidate has a strong attention to detail,, a passion for continuous improvement, and a proven ability to leverage technology to improve efficiency, quality, and business outcomes.
Key Responsibilities
Perform bank reconciliations for associations involving multiple bank accounts
Prepare and issue financial statements for associations ensuring accuracy and timely completion of task
Prepare necessary supporting schedules including accrued expense and prepaid expense
Complete quality assurance checklist before issuance of financials
Update cover memo to financials with essential items of note for current month financials being issued
Substantiate financial transactions by auditing documents
Maintain accounting controls through careful attention to policies and procedures
Research and respond to inquiries related to financials statements prepared
Reconcile financial discrepancies by collecting and analyzing account information
Direct participate internal and external audits to ensure compliance
Support month-end and year-end close process
Qualifications
Bachelor’s degree in accounting/appropriate field of study or comparable work experience
3+ years of experience as a Staff Accountant
Property management accounting experience is a bonus!
Experience with creating financial statements, general ledger functions and the month-end/year end close process
Experience with accounting software
Speed and accuracy are essential for this role which requires multiple financials prepared and issued daily
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