Onboarding Specialist

• Lead key workstreams in onboarding and historical data migration for new clients
• Convert and reconcile historical accounting data from prior administrators or systems
• Perform and self-review trial balance, capital account, and transaction reconciliations
• Set up and validate fund, entity, and investor information in accounting systems
• Prepare and quality-check supporting schedules, workpapers, and financial statement tie-outs
• Serve as day-to-day point of contact for reconciliation and data issues
• Escalate complex items to the Supervisor
• Guide and provide on-the-job training to fund accountants
• Review fund accountants’ work as assigned
• Maintain and monitor transition checklists and ensure timely completion of client deliverables

Senior Fund Accountant – Client Onboarding

• Lead key workstreams in onboarding and historical data migration for new clients
• Convert and reconcile historical accounting data from prior administrators or systems
• Perform and self-review trial balance, capital account, and transaction reconciliations
• Set up and validate fund, entity, and investor information in accounting systems
• Prepare and quality-check supporting schedules, workpapers, and financial statement tie-outs
• Serve as day-to-day point of contact for reconciliation and data issues
• Escalate complex issues to the Supervisor as needed
• Guide and provide on-the-job training to fund accountants
• Review fund accountants’ work as assigned
• Maintain and monitor transition checklists and ensure timely completion of deliverables

• Lead key workstreams in the onboarding and historical data migration of new clients
• Convert and reconcile historical accounting data from prior administrators or systems
• Perform and self-review trial balance, capital account, and transaction reconciliations
• Lead setup and validation of fund, entity, and investor information in accounting systems
• Prepare and quality-check supporting schedules, workpapers, and financial statement tie-outs
• Serve as a day-to-day point of contact for reconciliation and data issues
• Escalate complex issues to the Supervisor as needed
• Provide guidance and on-the-job training to fund accountants
• Review fund accountants’ work as assigned
• Maintain and monitor transition checklists and ensure timely completion of deliverables

• Coordinate approved new employee onboarding schedules, communications, orientation logistics, materials, location readiness, and accountable handoffs
• Track onboarding items, clearances, records, acknowledgments, system access, equipment, training assignments, and unresolved dependencies
• Partner with Talent Acquisition and Human Resources on start dates, employment documentation, policy requirements, benefit communication, and employee records
• Partner with Training and Learning and program leaders on required learning, program orientation, supervisor connection, and role-specific readiness
• Maintain onboarding trackers, completion records, service measures, issue logs, and audit evidence in approved systems
• Communicate with new employees, hiring leaders, Human Resources, Training, Information Technology, Facilities, Payroll, and Program
• Identify incomplete or delayed items, follow up with accountable owners, and escalate risks to the Director of Human Resources
• Support onboarding surveys, service improvement, workflow documentation, templates, and approved automation
• Protect confidential candidate and employee information and follow role-based access and record requirements
• Perform other duties as assigned
• Work with employees, leaders, youth, families, visitors, vendors, community partners, auditors, counsel, and regulators as required
• Travel between agency locations and occasionally provide evening, weekend, or emergency-response availability based on responsibilities

HR Onboarding Coordinator

• Deliver an exceptional candidate experience from initial contact through onboarding
• Coordinate background checks, fingerprinting, and required employment clearances
• Manage onboarding for new hires, transfers, and temporary staff
• Coordinate new hire appointments, paperwork, credential verification, and ID cards
• Create and maintain accurate, compliant employee files
• Conduct employee file audits to ensure required documentation is complete
• Maintain accurate employee records and updates in ADP
• Support employees and supervisors with basic HR policy and procedure questions
• Build employer brand visibility through candidate-focused events and initiatives
• Review employee documentation to ensure compliance with agency and funder requirements
• Perform other duties as assigned