Experienced Senior, Outsourced Finance & Accounting

Job Description The Experienced Senior, Outsourced Finance & Accounting is responsible for performing and overseeing the full‑cycle general accounting function for small to mid‑size organizations. Job Duties Performs complete general ledger reconciliation, records transactions, and creates accounting records such as bill payments, client invoices, payroll, and other entries; identifies and records adjustments and produces accurate financial statements. Comprehends common financial statements, prepares drafts for review, distinguishes debits from credits, calculates and interprets KPIs, and raises constructive trends to BDO management. Conducts basic financial statement analysis and understands business accounting functions (sales, purchasing, A/R, etc.) and best‑practice processes. Prepares financial budgets, forecasts, and communicates actual-to-budget variances. Plans basic engagements, including onboarding and client delivery phases, and develops an understanding of engagement economics and AAO best practices. Interacts with clients to gather information, documents data, prepares financial reports and schedules, and ensures accuracy and clarity of reports. Supports drafting proposals and other documents explaining proposed solutions to clients. Articulates AAO’s value proposition and understands the target market/client profile. Applies company processes, systems, and technology to manage workflow and ensures proper documentation and workpapers. Reviews work products collaboratively with AAO and Business Service Center (BSC) team members, produces quality work, and sets priorities according to deadlines and project priority. Takes personal accountability for work products and accepts constructive feedback. Prepares schedules to support audit preparation and tax compliance requirements. Participates in advanced special projects as required. Understands and explains tax planning considerations for various business entities and the information presented on tax return forms. Recognizes opportunities for innovation, including process improvements. Communicates client problems and challenges to management as opportunities to grow the business and client relationships. Proficient in technology packages used by clients to support accounting/finance functions and learns new technology quickly. Other duties as required. Education Bachelor’s degree in Accounting or Finance OR six (6) or more years performing general accounting transactions and functions without a Bachelor’s degree, required. Experience Consultative or business advisory experience, preferred. License & Certifications Pursuing or passed the CPA certification exam, preferred. Software Proficient in Microsoft Office Suite, specifically Excel and Word, required. Experience utilizing industry‑standard accounting software, required. Experience utilizing BSO (BDODrive) platform software such as Intuit’s QuickBooks Online, Microsoft NAV and Bill.com, preferred. Other Knowledge, Skills & Abilities Excellent verbal and written communication skills. Strong analytical and basic research skills. Solid organizational skills with a focus on detail and meeting project deadlines. Ability to multi‑task while working independently or within a group. Proven ability to work in a deadline‑driven environment and handle multiple projects simultaneously. Ability to interact effectively with people at all organizational levels of the firm. Knowledge of finance and accounting functions, supporting technology, and tax planning differences by industry and business structure. Knowledge of compliance requirements and standard or best practices for the industry or business structure. Ability to guide a team of professionals and delegate work assignments as needed. Travel Able to travel up to 20% of the time. Equal Opportunity Employment All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Equal Opportunity Employer, including disability/vets. BDO USA, P.A. is an EO employer M/F/Veteran/Disability. #J-18808-Ljbffr BDO USA