Overview
The organization is seeking a Business Process Outsourcing Director to join the Advisory Department. This role focuses on managing day-to-day financial operations for clients, overseeing internal processes and controls, and leading both onshore and offshore staff who perform transactional and technical accounting activities.
Responsibilities
- Run day-to-day financial operations for clients, including general ledger, payables, receivables, payroll, collections, and financial reporting
- Monitor the team’s use of internal procedures, processes, and controls
- Manage both onshore and offshore staff as they perform transactional activities, technical accounting activities, and synthesize data into reports or analysis for clients
- Assist in preparing financial statements in compliance with official guidelines and requirements
- Manage communications with vendors, customers, partners, shareholders, banks, and other interested parties for each client
- Manage journal entries, reconciliations, and coordinate the overall effort for monthly and annual closing processes
- Assist in preparing budgets and forecasts
- Review accounting information to identify and resolve inaccuracies or imbalances
- Convert customers to new accounting systems and perform cleanup activities on clients’ books and records
- Advise and assist with technical accounting decisions
- Develop models and analysis for client requests
- Encourage ongoing improvement of internal operations by incorporating input from key business stakeholders (or senior staff) and developing process, technology, or structural improvements
Qualifications
- Experience in not-for-profit preferred
- Outstanding interpersonal communication skills; highly effective at building trusted relationships in person, over the phone, and through written communications
- Proven experience as a Controller, Assistant Controller, or in a similar position
- Experience across multiple industries—professional services, manufacturing, construction, and healthcare are particularly valued
- Excellent knowledge of accounting and financial processes and the structure required to run them efficiently (including budgeting, financial closure, reporting)
- Knowledge and experience of GAAP (Generally Accepted Accounting Principles)
- Understanding of data analysis and forecasting
- Experience with multiple accounting systems, which could include QuickBooks, Xero, Dynamics, NetSuite, Intacct, and other middle-market accounting and ERP packages
- Expert in Excel
- Well-organized with ability to prioritize
- Excellent communication and interpersonal skills
Compensation & Benefits
- Competitive compensation and benefits
- Flexibility to manage personal and professional life