Experienced Manager, Strategic Projects, Accounting Advisory Services

Job-ID: 12892Category: GeneralistLocation: Boston, MA, United States; San Francisco, CA, United States; San Jose, CA, United States; New York, NY, United States; Cherry Hill, NJ, United States; Woodbridge, NJ, United States; Philadelphia, PA, United StatesSchedule: Full timePosted: 2026-07-10Closes: 2027-07-10Job Summary:The Experienced Manager, Strategic Projects, Accounting Advisory Services manages the full-life cycle of an assigned finance and accounting engagement. Responsibilities include staff assignment and oversight, continuous project management and work product review. In addition, the Experienced Manager will be responsible for client relationship management including regularly meeting with the client and providing updates, as needed to Accounting Advisory Services leadership. Job Duties:Client Service DeliveryManages the full-life cycle of all assigned engagements by providing accounting expertise in all areas within the finance functionPerforms complete trial balance reconciliations and applies accounting knowledge by properly recording transactions in a general ledgerUnderstands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs and knows how the system performs those functionsFacilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are and what related deliverables are expected from the engagementWorks with Strategic Projects leadership to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issuesLearns to manage conflict; proactively engages senior leadership when conflict arisesGathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and externalBusiness DevelopmentBegins to strengthen the initial understanding of business development strategies and service offerings provided by the AAS team Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadershipDeveloping OthersFosters a culture that embraces change and accountabilityServes as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions as well as the technology for supporting these functions Project ManagementBegins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)Begins to learn how to scope a new project and how that scoping may impact the fee estimate/budget Other duties as requiredSupervisory Responsibilities:N/AQualifications, Knowledge, Skills, and Abilities:Education:Bachelor’s degree in Accounting, Finance, Business, or Economics, requiredMBA or other relevant advanced degree (Masters in Accountancy), preferredExperience:Six (6) or more years of experience performing general accounting transactions and functions, requiredTwo (2) or more years of supervisory experience, preferredExperience working with outsourced and/or delivery center operations, preferredConsultative or business advisory experience, preferredLicense/Certifications:CPA certification, preferredSoftware:Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, requiredExperience utilizing industry standard accounting software such as Intuit’s QuickBooks Online (QBO) or NetSuite, , preferredPrior experience utilizing industry recognized accounting research tools, preferredLanguage:N/AOther Knowledge, Skills & Abilities:Excellent verbal and written communication skillsUnderstands the finance and accounting functions generally performed by a business (e.g., sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add valueStrong analytical and basic research skillsGAAP knowledge, financial statement presentation, and report writingSolid organizational skills especially the ability to meet project deadlines with a focus on detailsProven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service deliveryAbility to successfully manage multiple tasks while working independently or within a group environmentAbility to act as the primary contact on assigned engagements Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with clientsAbility to travel up to 25% of the timeIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.National Range: $125,000 - $145,000Maryland Range: $125,000 - $145,000NYC/Long Island/Westchester Range: $125,000 - $145,000 About the companyAt BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!