CareersStartup ConsultantSanta 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 AND 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

 

Online contact and registration forms from Wufoo.