Job Description
We are looking for an Accountant to manage client offboarding with accuracy, efficiency, and compliance.
Mission
To manage client offboarding with accuracy, efficiency, and compliance by overseeing financial reconciliations and documentation. Ensure transparency, reduce risk, and uphold organizational standards to support seamless transitions and maintain financial integrity.
Outcomes
- Onboarding and Familiarization (1-2 months): Gain a clear understanding of company policies, financial systems, and offboarding procedures. Complete training provided by Sleek. Learn current offboarding workflows and documentation processes.
- Process Integration (3-4 months): Begin managing simple offboarding cases under supervision. Ensure timely and accurate final account reconciliations and report preparations. Identify inefficiencies or risks in existing processes and suggest improvements if needed.
- Ownership (5-6 months): Independentl...