Note: The job is a remote job and is open to candidates in USA. Auxilio is a Christian-owned business dedicated to serving Christian churches and faith-based nonprofits. The Finance Implementation Specialist plays a vital role in setting up and integrating financial systems for clients, focusing on client onboarding, system implementation, and ongoing financial support.
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 is preferred
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