Experienced Senior, Outsourced Finance & Accounting

Experienced Senior, Outsourced Finance & Accounting

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 including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements
• Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function (e.g., capital accounts, various forms of liabilities, etc.); properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to BDO management; understands GAAP and applies it to basic financial statements
• Conducts basic financial statement analysis and understands 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
• Prepares financial budgets and forecasts and communicates actual to budget variances
• Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (i.e., billing and time entry) and adheres to AAO best practices
• Interacts with clients to gain information, documents data necessary to complete assigned tasks; identifies and organizes clients' financial information; prepares common financial reports and other schedules as requested; formats reports so they are easily read and understood by BDO management and clients; reviews client information for accuracy; uses deductive reasoning to identify anomalies or gaps and communicates significant client issues to supervisor
• Supports drafting proposals and other documents explaining proposed solutions to clients
• Articulates AAO's value proposition and understands our target market/client profile
• Applies our processes, systems, technology, and resources to manage workflow and ensures proper documentation and workpapers
• Reviews work products and works collaboratively with both AAO and Business Service Center (BSC) team members; produces quality work and sets priorities according to internal and external deadlines and project priority; knows when to raise priority setting conflicts to management
• Takes personal accountability for work products and accepts constructive feedback to guide future actions
• Prepares schedules to support the client's audit preparation and tax compliance requirements
• Participates in advanced special projects, as required
• Understands and explains tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms
• Recognizes opportunities for innovation, including improvements for handling day-to-day matters, and developing an understanding of process improvements
• Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients; proficient in technology packages clients are using to support their accounting/finance functions; learns new technology quickly
• Other duties as required

Supervisory Responsibilities

• N/A

Qualifications, Knowledge, Skills and Abilities

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 the use of the 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 (QBO), 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 especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• 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 how finance and accounting functions, technology for supporting these functions, and how tax planning can differ by industry and business structure
• Knowledge of what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure
• Ability to effectively guide a team of professionals and delegating work assignments as needed
• Able to travel up to 20% of the time