Senior Bookkeeper (Onboarding)

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 : 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 business’s 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 Visory’s 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.