Startup Consultant / Santa Monica
As a Startup Consultant you are responsible for upholding Countsy’s commitment to its clients by focusing on quality in all aspects of delivery. In addition, you have the skills to meet the objectives of your specific client assignments with minimal supervision.
Essential Duties & Responsibilities
Delivery
Effectively communicate with client and Countsy colleagues to understand and document priorities and work status
Demonstrate commitment to client and Countsy success. Become familiar with client(s) scope and tools required
Perform client tactical responsibilities at a high level; self-review work
Work effectively with client personnel and be positive and respectful in all client interactions
Seek and communicate ways to improve client satisfaction
Support Countsy project team with timely response to information requests
Take ownership of work and follow tasks through to completion
Leverage Countsy subject matter experts (SME) to execute the project effectively
Complete a knowledge transfer to appropriate person at appropriate time in the project
Internal Responsibilities
Effectively interact with and support other Countsy colleagues
Perform all necessary administrative responsibilities in a timely manner (e.g. Timesheet and expense report submission, response to e-mail and voice-mail, forecasting of upcoming availability)
Proactively communicate status of work to Countsy direct manager on the engagement
Attend Countsy seminars, training and internal meetings
Update LinkedIn profile as new skills and experiences are acquired
Perform internal duties, as requested
Comply with Countsy policies and procedures
Contribute to achievement of Countsy goals and objectives
Represent Countsy appropriately in all interactions and communications with clients, prospective clients and the business community at large
Staff Development
Be a buddy to a new hire or new project member
Business Development
Acquire knowledge of Countsy service offerings
Identify and communicate leads to Countsy leadership
Build positive client relationships
Required Skills & Abilities
General Skills
Effective written and verbal communication skills
Basic organizational and problem-solving skills
Effective basic analysis and accounting research skills
Monitoring/assessing performance of oneself to make improvements or take corrective action
Excellent interpersonal skills
Demonstrates these traits: proactive, ownership, inquiring, self-assured, engaging and adaptable
Systems Skills:=
Intermediate level of knowledge in Microsoft Office tools; specifically Excel, Word and PowerPoint
Willingness to learn new and changing systems
Experience with NetSuite, Quickbooks, Bill.com, Dropbox, Expensify
Specific Skills/Abilities
Ability to work independently, establish priorities, and meet deadlines
Ability to work as an effective team member
Ability to adjust to new conditions, clients, tasks and priorities
Ability to maintain a positive attitude about changes
Ability to accept responsibility for errors, propose corrective measures and ensure controls are in place for non-recurrence
Ability to interact with all levels of client and Countsy management
Education/Experience/Certification
Bachelors degree or equivalent degree
5+ years experience in hands on accounting role (preferably in technology industry)
2+ years of professional services experience preferred
within Countsy markets, preferred
Los Angeles County and San Francisco Resident applicants, additional information