Client Integration Analyst
BookKeeping Express (BKE) provides a platform which automates accounting and bookkeeping for small businesses in specific industry verticals: Health & Wellness, Home Services Contractors, Professional Services and Fast Casual Restaurants.
BKE is not rebuilding accounting software, but rather is focused on building a technology platform that solves for scale-- including new client on-boarding, process automation, workflow management, and provider-client communication.
BKE’s technology platform and skilled financial specialists will remove the need for businesses owners to spend time on day-to-day accounting tasks -- including accounting system setup, bank account reconciliation, monthly financial reporting, bill pay, payroll and much more. By combining the best people and technology, BKE simplifies back-office operations for businesses nationwide.
BKE takes a ‘technology + human capital' approach to deliver scalable accounting and bookkeeping for our clients, and currently serves some of the largest franchise concepts on the planet, including Anytime Fitness, Five Guys, Mr. Appliance, Mr. Electric, Mr. Rooter and many others.
Are you interested in helping SMB clients drive their businesses and not worry about doing back office bookkeeping? Are you a bit of a techie that likes to learn how applications and systems talk to each other? Do you have some basic financial bookkeeping knowledge? Well do we have a job for you…
First we will train you up on how Bookkeeping Express (BKE) and our application BKE Insight make a big difference in our clients lives and how we deliver thousands of clients books. Then we will train you on how BKE delivers bookkeeping services to our clients and how we learn new applications that our clients use. Finally, you will learn how to setup integrations so the data moves seamlessly between the necessary applications and systems for each of our clients. You’ll then take that knowledge and apply it alongside our team of staff accountants and bookkeepers -- to help deliver our clients financial reports.
Details about the Role:
BKE is on a growth path and we are we’re looking to expand adding on a Client Integrations Analyst with high integrity and a commitment to raising the standard of excellence both for themselves, our clients and BKE. As we are in high growth mode, this role will be primarily responsible for setting up and maintaining the integrations between the different applications and systems each of our clients use including revenue systems, financial systems (i.e. banks), payroll systems and general ledgers.
This role requires a learning and analytical attitude as well as basic technical skills to navigate applications. This role also requires a very basic knowledge of the accounting/bookkeeping industry. It’s a plus if they have some existing product knowledge of either Xero or Quickbooks Online (or both)!
In this role, you will be responsible for managing the integrations for our clients and you at times be will be interfacing with our BKE solutions team that studies what applications to use for clients, the operations team that delivers bookkeeping to all of our clients and at times the clients themselves.
You will also provide recommendations around how we can continue to improve delivery to our operations and solution teams.
This role will be reporting to the Head of Operations, while working closely with the delivery team and solution team.
Establishing integrations as new clients are onboarded to BKE
Research and complete new integrations as we expand the applications BKE and our clients utilize
Make client environment modifications within client's system constraints
Maintain existing integrations for existing clients
Research and propose enhancements to our integrations for existing clients
Interact with end user team members to complete project activities
Identify best practices and processes for delivering data into our systems
Coordinate with the operations team to meet our clients requirements
Coordinate with the solutions team on new applications as well as issues with old integrations
Participate in analysis and designing of business process, training development and deployment planning
1+ year related experience and knowledge
Degree in information technology, computer science, or related field
Strong communication skills
People skills to interact with staff, colleagues and cross-functional teams, and third parties
Technical attitude to learn and figure it out
Analytical problem solving skills to resolve issues
Passion to drive success for our delivery
Go get’em attitude
Compensation & Benefits:
Comprehensive benefit package including medical, dental, disability, life, and 401(K)
7 paid holidays and accrue 15 days personal time off each year (increased to 20 days after one year anniversary)
Career ladder and advancement opportunities - company policy of promote from within