Note: The job is a remote job and is open to candidates in USA. Auxilio is a Christian-owned business dedicated to serving churches and faith-based nonprofits. The Finance Implementation Specialist will set up and integrate financial systems for clients, guiding them through the adoption of new financial technologies and ensuring efficient management of their operations.
Responsibilities
- Lead financial discussion in client onboarding meetings to gather information, understand the client’s needs, and develop tailored implementation plans
- Consistently communicate with clients during the onboarding period to ensure smooth adoption of new systems and address any challenges. Proactively anticipate potential roadblocks
- Collaborate with the Client Services Team to ensure a seamless transition of client relationships after the initial implementation phase
- Maintain open communication with clients, providing timely updates and support throughout onboarding, fostering rapport, trust, and confidence
- Implement and configure Auxilio’s preferred software platforms, including QuickBooks Online, Bill.com, Ramp, Planning Center, and Bloomerang, tailored to each client's specific needs
- Oversee the installation, setup, and testing of financial software systems, ensuring seamless data migration from existing systems, when applicable
- Provide training and support to clients on the use and functionality of implemented software platforms, with patience and empathy for their learning curve
- Maintain comprehensive documentation of the implementation process, system configurations, and client-specific customizations
- Collaborate with clients to understand their financial needs and requirements, including budgeting, chart of accounts setup, bill pay processes, and donation management
- Guide clients in establishing efficient bill-payment processes with Bill.com or Ramp, including vendor setup, payment approvals, and expense management
- Provide guidance on budgeting and financial reporting to ensure clients can effectively monitor their financial performance
- Address and resolve client inquiries and issues related to the implemented financial systems and processes, demonstrating strong problem-solving and customer service skills
- Support clients in utilizing Planning Center and Bloomerang for donation management. This includes tracking contributions, generating reports, registering for events, and receiving non-donation income
- Manage the onboarding clients' ERP system by ensuring transactions are entered and coded, and that financial data is current while implementing new systems
Skills
- Bachelor's degree in Accounting, Finance, Business, or a related field
- Proven experience implementing and supporting financial software systems, preferably QuickBooks Online, Bill.com, Ramp, Planning Center, or Bloomerang
- Strong understanding of accounting principles and practices, including the chart of accounts, budgeting, and financial reporting. Fundamental understanding of generally accepted accounting principles and practices
- Excellent communication, interpersonal, and client management skills, focusing on building rapport and providing empathetic support
- Ability to work independently and as part of a team to achieve project goals and deadlines
- Proficient in business analysis, strategic thinking/planning, implementation design, and change management
- Fluent in church/nonprofit functions, leadership, organization, staffing, and administration
- Competent in multi-tasking, delegation, project management, problem-solving, and issue/conflict resolution
- Strong analytical and problem-solving skills
- Excellent organizational and time management skills
- Ability to adapt to changing client needs and priorities
- Self-starter with proven ability to self-teach and find resources to answer questions
- Proficient in Google Workspace
- Commitment to providing exceptional client service and support, demonstrating patience, understanding, and a proactive approach to addressing client needs during the onboarding and implementation
- Experience working with churches or non-profit organizations
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