Were 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: Any CS Branch - Ortigas / Makati / Bacolod / Cebu / Davao / Mabalacat / Angeles (Pampanga)
Schedule: Morning Shift
Key Responsibilities
Customer Onboarding & Management
- Own end-to-end finance-related customer onboarding, including file review, issue identification, remediation, and customer communication.
- Partner with the Onboarding Project Manager and actively participate in onboarding meetings 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 timely 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 support smooth adoption.
Technical Review & File Accuracy
- Review and correct existing Xero (or other accounting software) files to ensure they accurately reflect the businesss true financial position.
- Perform balance sheet rectifications, including resolving:
- Misallocated accrued income or expenses
- Incorrectly coded prepayments
- Optimise the chart of accounts and restructure profit and loss reporting to ensure accurate monthly cut-offs and proper matching of income and expenses.
- Review the work of others where required, ensuring all key reconciliations are completed and supported by appropriate documentation.
Process Documentation & Handover
- Document onboarding configurations, decisions, and workflows to Visory standards and ensure accurate mapping within the Visory platform.
- Contribute to onboarding handover packs to enable a seamless transition to operating teams.
- Support continuous improvement of onboarding processes as part of Visorys broader knowledge and process capture initiatives.
Qualifications & Requirements
- 5+ years experience in bookkeeping, with advanced knowledge of Xero (MYOB experience highly regarded).
- Strong understanding of accrual accounting, including accrued income and expenses, prepayments, and customer
- Proven experience reviewing historical accounting data and performing technical corrections.
- Ability to work independently on complex files while collaborating closely with cross-functional teams.
- Experience with professional services, multi-entity, or complex client structures is advantageous.
- Strong written and verbal communication skills, with the ability to clearly explain technical accounting matters to customers.
Non-Negotiable Skills & Requirements
- 4+ years Australian bookkeeping experience.
- Advanced experience in Xero.
- Xero Advisor / Pro Advisor Certification (nice to have).
Perks & Benefits (Work From Home)
- 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.
