Migration Workflow Manager - Peterborough, Canada - Gauvreau & Associates

Gauvreau & Associates

Verified Company

Peterborough, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Overview:

Gauvreau's migration team specializes in transferring key client accounting data from legacy financial systems and bringing it into our chosen cloud solution QuickBooks Online (QBO).

We have partnered with various software developers to work alongside them in moving clients into the cloud in a successful way that minimizes downtime and provides the client with a strong sense of thoroughness on our part.

We continue to develop relationships to push this aspect of our business forward as we seek to work on finding cloud accounting solutions for every type of business we work with.

Our process invoices successful extraction of a client's financial data, support about how these types of migrations proceed, parsing and formatting data, and uploading that data to QBO using a specialized tool.

Location:

Remote or Hybrid (Peterborough, Ontario)

Required skills:

Strong written and verbal communication skills.
Ability to work independently as well as in a team environment.
Advanced time management skills.
Proven leadership skills.
Strong analytical ability.
Problem solving skills.
Proactive and solutionsbased approach to problem solving.
Commitment to high quality of work and exceptional client service.

Job description:

Client Management

Ability to communicate clearly and professionally with clients.
Providing comfort and ease to clients throughout the duration of process.

Workflow

Being proactive with capacity planning:
Proposals for workload
Approval of Team members vacation and time off
Training new hires
Creating and Meeting deadlines
Delegation of workload
Performance reviews
Performance planning (performance improvement plan _if necessary_)
Reviewing employee output and quality control
Onboarding process
Ability to define what we handle and what our service/software partners handle.
Make a judgement call on the time needed to complete the work and update necessary.
While being mindful of the minimum ideal fee received per hour on the file and updating systems to reflect.
Advanced knowledge of performance management software (Karbon preferred).
Support team/departmental workflow process engagement by effectively using workflow software.
Ability to maneuver in workflow software, update notes and assign dates as needed.
Ability to organize the upcoming dates and communicate with those involved.
Ensure the client's work is completed on time.
Contribute to innovation, engage in improving how we do things.

Leadership

Be proactive on professional development plans for team members.
Responsible for assigning work and training cycles to team members.
Collaborating with the Lead on assessing quality of the team member's work.
Mentor entire team and encourage team member ownership of duties.
Being accessible to your team and relying on your team to ensure clients receive excellent service.

Communication

Ability to coordinate with service/software partners and CA on migration expectations.
Update client on progression and roadblocks.
Collaborative with all levels of the firm.

Why work for Gauvreau:

We are a firm that defines ourselves by People, Passion, and Integrity.

People because we work with the greatest entrepreneurs across Canada and the US who are excited to be the best at what they do. We are also defined by
People because we have the greatest team who are committed to growing personally and more importantly, growing together as a team.

Passion for the energy and excitement we have for delivering amazing results to all of our clients.
Integrity for being a trusted business advisor to over 500 clients, providing valued insights and advice. Our team is committed to finding the highest possible outcome to each of our individual clients.

Does People, Passion and Integrity define what you do? We'd love to hear from you.