🚀  Our mission

⭐ airCFO helps startups succeed.

At airCFO, we partner with the world's most impactful startups to build their visions of the future.

Our full-stack team of experts in Finance, Accounting, People Ops, and Tax minimizes compliance and financial risks, providing founders with peace of mind. Our vision is to become the premier workplace for startup-minded professionals, serving as a best-in-class advisor to hundreds of high-growth startups.

🧑‍🚀 Your role in our mission

If you have a passion for working with fast-growing tech startups and you want to enhance your knowledge and skills working with clients across a variety of industries, come and join our amazing team!

We are expanding our Onboarding Department, and seeking a Client Onboarding Specialist who will be the trusted partner to new clients during their onboarding phase at airCFO.

The Onboarding Specialist plays an essential role in our onboarding team, which helps get clients onboarded and transitioned to their team seamlessly. As part of the onboarding team, you will be responsible for ensuring timely and accurate financial deliveries during the onboarding process. Our onboarding team operates in a flexible capacity and has a “project-based” workflow.

This role will report into the Client Onboarding Lead and work closely with:

• The broader Onboarding Team for knowledge sharing and support
• Advisory Managers and Senior Accountants when transitioning clients out of onboarding

This role will start with an emphasis on execution & professional development, then gradually increase their imprint on team management and the strategic direction of the business.

• 🤝🏼 Client Onboarding 
  • Set up accounting systems for new airCFO clients, ensuring a smooth transition to airCFO and build out of their back-office needs
  • Clean up historical books and create adjustment entries to establish accurate financial baselines
  • Build reconciliation schedules for prepaid expenses, fixed assets, and other key balance sheet items
  • Analyze P&L statements to identify trends and help founders understand their burn rate
  • Conduct virtual onboarding calls with founders to understand their unique needs and establish trust
  • Manage asynchronous client communication via Slack and email within 24-hour SLA
  • Identify opportunities to help clients level up their back-office and airCFO services
• 🖥️ Flexibility & Growth 
  • 📁 Compliance, Tax Filings & Audit Support
    • Prepare and manage tax filings (e.g., W-2s, 1099s, 3921s, state filings).
    • Support clients with audit preparations, working closely with auditors and tax advisors.
  • 📊 Internal Operations & Time Management
    • Prioritize internal workflows (client administration, resource management, and accurate time tracking).
    • Ensure operational efficiency and support client margin expectations.
    • Additionally support the broader onboarding team during high-demand periods
    • Contribute to process improvements that enhance the Launchpad client experience
    • Develop skills that position you for future manager-level opportunities
    • Learn new tech-stack tools and advise clients on best practices

🔭 Explore this opportunity if…

⭐ You’ve had the following experiences in your career

• Bachelor’s degree in Accounting, Finance, or equivalent experience required
• CPA certification required
• Proficiency in GAAP and accrual accounting
• 4+ years of experience managing a diverse portfolio of U.S. based clients, overseeing bookkeeping and month-end close processes
• Proven client-facing experience with U.S. clients, with a preference for experience working with high-tech startups (e.g., SaaS, eCommerce)
• Expertise in QBO/Xero and familiarity with small business tools like Bill.com, Gusto, Rippling, Ramp, and more
• Strong project management and client relationship management skills
• Excellent written and verbal communication
• Advanced Excel/Google Sheets skills
• Experience in maintaining standardized processes and identifying opportunities for streamlining client deliverables

⭐ The following statements describe you

• Creative problem-solver with a proactive mindset – You have a vision for improvement and the confidence to execute it. With plenty of autonomy in this role, you take initiative to enhance client relationships and streamline processes.
• Detail-oriented and client-focused – You anticipate client needs, take ownership of challenges, and go the extra mile to ensure their success.
• Team player with a hands-on approach – You’re collaborative, adaptable, and willing to step in wherever needed to support our clients and team members.
• Passionate about startups – You thrive in a fast-paced, dynamic environment, and prefer innovation over routine corporate settings.
• Independent thinker and problem-solver – You bring a critical thinking mindset and an entrepreneurial spirit, by always looking to improve financial operations for scaling startups.
• Lifelong learner – You embrace new business models, leadership styles, and industry trends, recognizing that every challenge is an opportunity to grow.

❓ FAQs

What is the interview process?

Expect no more than 5 working days to get a response after you apply, and 48 hours for each step after (a ~2-3 week process overall). The steps in our hiring process are as follows:

• Apply - Submit your application
• Show Your Skills – Complete our airCFO technical challenge
• Technical Interview – 45-minute deep dive into your accounting expertise.
• Cultural & Behavioral Interview– 45-minute conversation to assess team and company fit.
• Offer Stage – If it’s a match, we’ll send you an offer! 🎉

Perks we offer!

• Flexible Paid Time Off
• Philippines 13th Month Pay
• Home Office Allowance Stipend
• Monthly Stipend for PH Benefits
• Company Offsites & Events
• and much more….