Experienced Senior, Outsourced Finance & Accounting

Overview

This position is responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations.

Responsibilities

• Perform complete general ledger reconciliations, including the entire balance sheet
• Record transactions in a general ledger and maintain accounting records (e.g., bill payments, client invoices, payroll, and others)
• Identify and record adjustments; produce accurate financial statements
• Understand common financial statements and prepare draft financial statements for review
• Distinguish debits from credits; calculate and interpret KPIs for clients
• Identify positive and constructive trends and raise them to management
• Understand GAAP and apply it to basic financial statements
• Conduct basic financial statement analysis and understand core finance and accounting functions (e.g., sales, purchasing, A/R) and related best practices/processes
• Prepare budgets and forecasts, and communicate actual-to-budget variances
• Plan basic engagements across onboarding and client delivery phases
• Develop an understanding of engagement economics (billing and time entry) and adhere to AAO best practices
• Interact with clients to obtain information and document data needed to complete assigned tasks
• Identify and organize client financial information; prepare common financial reports and other schedules as requested
• Format reports for easy readability by management and clients; review client information for accuracy
• Use deductive reasoning to identify anomalies or gaps and communicate significant client issues to a supervisor
• Support drafting proposals and other client-facing documents explaining proposed solutions
• Apply internal processes, systems, technology, and resources to manage workflow and ensure proper documentation and workpapers
• Review work products and collaborate with AAO and Business Service Center (BSC) team members
• Produce quality work, set priorities based on internal and external deadlines, and escalate priority-setting conflicts to management as needed
• Take personal accountability for work products and accept constructive feedback to guide future actions
• Prepare schedules to support client audit preparation and tax compliance requirements
• Participate in advanced special projects, as required
• Understand and explain tax planning considerations/concepts for various business entities
• Comprehend information presented on different tax return forms
• Recognize opportunities for innovation and process improvements for day-to-day matters
• Listen for and communicate client problems and challenges to management that may present growth opportunities; proficiently use technology packages clients use to support accounting/finance functions
• Learn new technology quickly
• Perform other duties as required

Requirements

• 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

Preferred Qualifications

• Consultative or business advisory experience
• Pursuing or passed the CPA certification exam

Skills & Abilities

• Excellent verbal and written communication skills
• Strong analytical and basic research skills
• Solid organizational skills and attention to detail; ability to meet project deadlines
• Ability to multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and manage multiple projects simultaneously
• Ability to interact effectively with people at all organizational levels of the firm
• Knowledge of finance/accounting functions, the technology that supports them, and how tax planning can differ by industry and business structure
• Knowledge of compliance requirements and what is considered standard/best practice for the industry or business structure
• Ability to guide a team of professionals and delegate work assignments as needed
• Able to travel up to 20% of the time

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 (QBO), Microsoft NAV and Bill.com, preferred

Compensation & Benefits

• Benefits may be subject to eligibility requirements.

Location

• Not specified

Equal Opportunity Statement

Equal Opportunity Employer, including disability/veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.