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We are looking for a Consultant who brings a self-directed approach to their work and are comfortable owning processes. While support is always available, this role is designed for those who must manage their tasks independently. This role will report to the Senior Accounting Manager and Engagement Partner.

• Responsibilities:

  • Execute a detailed onboarding and compliance checklist: collect financial access, software logins, operating agreements, and other required documents per the service contract agreement

  • Assist with drafting internal client profiles detailing stakeholders, decision-makers, and existing accounting processes

  • Serve as a liaison between clients and our internal team throughout onboarding for seamless and efficient onboarding

  • Maintain open, professional, and timely communication

  • Navigate conversations with multiple stakeholders using strong soft skills and diplomacy

  • Track and document client issues and resolutions accurately

  • Ensure contractual obligations are fulfilled and onboarding is completed on schedule

  • Assist with ad hoc projects as assigned

  
  

  Required Qualifications:

  • Active CPA license in good standing (any U.S. state, but preferably Georgia)

  • Minimum 10 years of experience in consulting or public accounting

  • Must be comfortable communicating with all levels of an organization, from executives and VPs to operational staff and external providers

  • Demonstrated experience onboarding new clients and transitioning them from third-party providers in a virtual environment

  • Direct experience working with private small and medium sized businesses

  • Experienced in full-cycle accounting with core processes such as AP, AR, GL, and month-end close

  • Ability to work independently with a proactive, solutions-focused mindset

  • Strong client service orientation, soft skills, and project management abilities

  • Background check required

  
  

  Preferred Qualifications:

  • Experience at top accounting or consulting firms

  • Entrepreneurial and process-improvement mindset

  • Familiarity with tracking systems and automation tools

  • Advanced Excel skills (e.g., XLOOKUP, INDEX MATCH, nested IFs, pivot tables)

  • Proficiency with multiple accounting platforms and ERPs

  • Bilingual (Spanish and English) a plus but not required

  
  

  Additional Information:

  • Must be authorized to work in the United States

  • Rod & Associates does not sponsor employment visas at this time

  
  

Equal Employment Opportunity Statement

Rod & Associates is committed to creating an inclusive and diverse work environment. We do not discriminate against any applicant or employee based on protected characteristics, including but not limited to age, gender, gender identity, religion, ethnicity, race, national origin, disability, sexual orientation, or any other basis protected under applicable law. All employment decisions are based on merit, qualifications, and business needs.