Manager, Outsourced Finance & Accounting

Job Description Manager, Outsourced Finance & Accounting manages the full‑life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. Additionally, the Manager is responsible for client relationship management, including regular meetings with the client and assigned staff, reporting financial information, making financial management recommendations, timely billing and resolution of client issues. Responsibilities Manages the full‑life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function. Performs complete general ledger reconciliation, records transactions, creates accounting records such as bill payments, client invoices, payroll, identifies adjustments, produces accurate financial statements, and provides financial analysis. Understands the technology packages clients use to support their accounting/finance functions; describes the major functions, explains the purpose and value of system functions, identifies inefficiencies, learns new technology quickly, and applies these technologies to an engagement. Facilitates effective discovery meetings with clients; uses open ended questions to identify objectives, valuable financial information for management/decision making, and maps their current internal finance and accounting structure. Designs integrated solutions that respond to the specific situation; identifies when services outside of BSO should be included, outlines solutions in concise documents and vets them internally. Accurately determines the cost of building a client solution; calculates the benefit to a client in dollar terms, compares differences between perspectives, and proposes a fixed fee based on current scope for leadership review. Works with Senior Managers to formulate recommendations on technical accounting issues, financial accounting policies and procedures, and financial management issues; educates clients on how their needs will change and identifies future opportunities. Periodically reviews solutions with clients to determine fit and recommends appropriate changes. Learns to manage conflict and proactively engages senior leadership when conflict arises. Learns to support the client through business changes and helps develop and execute the change management plan; handles full‑life cycle of all assigned engagements by providing technical management. Gathers information necessary from the client to execute engagement; maintains a running list of needed information, follows up to gather missing items, and creates organized records for the team and client. Business Development Learns business development strategies and service offerings targeted for various industries and ensures prospect and sales information is entered into CRM. Recommends and designs solutions for clients. Evaluates clients for acceptance (e.g., general risk matters, regulations, international business, background checks) and develops statements of work based on solutions. Develops exposure to industry teams and business development resources; stays aware of industry impact on technical work and final deliverable; participates in industry trade groups and networking events. Listens for and identifies new opportunities with existing clients, and communicates them to leadership. Articulates the Advisory service offerings and the broader firm to clients and prospects. Understands and articulates AAO’s value proposition and target market/client profile. Developing Others Fosters a culture that embraces change and accountability. Identifies staff needs to develop analytics and forecasting skills at a level where they can interpret financial results, recognize trends, and gain insights into business performance improvements. Ensures AAO Senior Associates and Associates are trained on all relevant software, processes and resources. Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee onboarding process. Serves as a resource for Associates and Senior Associates, while developing an in‑depth knowledge of finance and accounting functions, technology, and tax planning across industries and business structures. Project Management Creates a work plan following best practices of project management, including phases and tasks, estimated time/budget, milestones, dependencies, and measurement of progress. Bills engagements in a timely and effective manner appropriate to the client’s situation and the state of the work, contributing to economic management matters such as forecasting and monitoring key metrics. Scopes new projects and constructs a fee estimate/budget considering all details, including design and planning, resource requirements, transition plans, and margin estimates. Oversees client satisfaction with quality of work products, assigned staff, and engagement performance. Ensures clients are billed timely in accordance with the SOW and follows AAO billing and collections best practices, resolving any billing issues. Other duties as required. Supervisory Responsibilities Supervises the day‑to‑day workload of BSO Senior Associates and Associates on assigned engagements and reviews work products. Supervises overall client engagement; works with BSC personnel on applicable client engagements by reviewing work and providing feedback on the final work product. Acts as a Career Advisor to AAO Senior Associates and Associates, as appropriate. Evaluates the performance of AAO Senior Associates and Associates and assists in developing goals and objectives to enhance professional development aligned with the firm’s objectives. Qualifications, Knowledge, Skills and Abilities Bachelor’s degree in Accounting, Finance, Business or Economics, required. MBA or other relevant advanced degree (Masters in Accountancy), preferred. Experience Six (6) or more years of experience performing general accounting transactions and functions, required. Two (2) or more years of supervisory experience, preferred. Experience working with outsourced and/or delivery center operations, preferred. Consultative or business advisory experience, preferred. License/Certifications CPA certification preferred. Software Proficient in Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required. Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred. Prior experience utilizing industry recognized accounting research tools, preferred. Other Knowledge, Skills & Abilities Excellent verbal and written communication skills. Understands the finance and accounting functions performed by a business and common best practices/processes. Presents well in one‑on‑one and small group settings; communicates in a clear and concise manner that emphasizes key points and persuades others. Strong analytical and basic research skills. GAAP knowledge, financial statement presentation, and report writing. Solid organizational skills and ability to meet project deadlines with a focus on details. Proven ability to work in a deadline‑driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery. Ability to successfully manage multiple tasks while working independently or within a group environment. Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals. Ability to manage a team of professionals and contribute to the professional development of assigned staff members. Interacts effectively with people at all organizational levels and builds strong relationships with internal staff and clients. Ability to travel up to 25% of the time. Salary California Range: $105,000 - $125,000 Colorado Range: $100,000 - $125,000 Hawaii Range: $105,000 - $125,000 Illinois Range: $105,000 - $125,000 Maryland Range: $105,000 - $125,000 Massachusetts Range: $105,000 - $125,000 Minnesota Range: $105,000 - $125,000 New Jersey Range: $105,000 - $125,000 NYC/Long Island/Westchester Range: $105,000 - $125,000 Ohio Range: $105,000 - $125,000 Vermont Range: $105,000 - $125,000 Washington Range: $105,000 - $125,000 Washington DC Range: $105,000 - $125,000 Equal Opportunity Employment Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability. #J-18808-Ljbffr BDO USA