We're Hiring: Senior Bookkeeper (Onboarding)!
Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment We got you covered!
We are currently on the lookout for a Senior Bookkeeper (Onboarding) to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!
Role: Senior Bookkeeper (Onboarding)
Work Arrangement: Work from Home
Location: Philippines - Any CS Branch (Makati, Ortigas, Pampanga, Tarlac, Cebu, Davao)
Schedule: Morning shift
Job description:
Customer Onboarding & Management
- Own the finance-related onboarding of customers end to end, including file review, issue identification, remediation, and customer communication.
- Partner with the Onboarding Project Manager and participate in onboarding meeting series to ensure alignment and progress.
- Maintain proactive communication with customers throughout onboarding to track deliverables and manage expectations.
- Escalate risks, blockers, or customer delays early to the Onboarding Project Manager for resolution.
- Ensure the Visory platform is kept up to date and accurately reflects onboarding progress and status.
Software Setup & Configuration
- Create and configure Xero files, including building and optimising the chart of accounts.
- Set up Dext for new customers and provide clear setup instructions to enable smooth adoption.
Technical Review & File Accuracy
- Review and correct existing Xero (or other accounting software) files to ensure they reflect the true financial position of the business.
- Perform balance sheet rectifications, including resolving unclaimed deposits, misallocated accrued income or expenses, and incorrectly coded prepayments.
- Optimise chart of accounts and restructure profit and loss reporting to ensure accurate monthly cut-offs and proper alignment of income and expenses.
- Review the work of others where required, confirming all key reconciliations are complete and supported by appropriate documentation.
Process Documentation & Handover
- Document onboarding configurations, decisions, and workflows to Visory standards and ensure they are accurately mapped within the Visory platform.
- Contribute to the creation of onboarding handover packs to enable seamless transition to operating teams.
- Support continuous improvement of onboarding processes as part of Visory's broader knowledge and process capture initiatives.
Qualification and requirements:
- 5+ years experience in bookkeeping, with advanced knowledge of Xero (MYOB experience also highly regarded).
- Strong understanding of accrual accounting, including accrued income and expenses, prepayments, and customer deposits.
- Proven experience reviewing historical accounting data and performing technical corrections.
- Confidence working independently on complex files while collaborating closely with crossfunctional teams.
- Experience with professional services, multi-entity, or more complex client structures is advantageous.
- Strong written and verbal communication skills, with the ability to explain technical accounting matters clearly to customers
Non-negotiable skills & requirements:
- 4+ yrs AU bookkeeping
- Advanced experience in Xero
- Advisor Pro Advisor Cert - nice to have
Perks & Benefits:
- Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
- Flexible leave credits which may be used for vacation, emergency and sick leaves
- Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled
- Superb and exciting Mid-Year Parties with items to give away and cash prizes!
- Endless opportunities for career advancement
- Annual Performance Review with Salary Increase
- We set you up for success with a company-provided PC/Laptop and fiber internet connection
- Tech-on-wheels Support
- Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
- International career growth and connections
- Unlimited cash incentives for hired referrals
- Mental Wellness Employee Assistance program through Lifeworks
- In-house psychiatrist available to support employees well-being
- Become part of the Employee Share Units program
- Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.
Cloudstaff : Build Your Career, Anywhere
Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.
Why Cloudstaff is the #1 Workplace
- Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
- Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
- Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.
**To become a priority applicant, please share a 1-2 minute video introduction detailing you experience in this specific role. You can upload your video to the CSJobs platforms. Please use a clean, distraction-free background and speak clearly and articulately.**
