Experienced Senior, Outsourced Finance & Accounting

Overview

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

Responsibilities

• Perform complete general ledger reconciliation, including the entire balance sheet; properly record transactions in the general ledger.
• Create and maintain accounting records such as 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; understand how line items/accounts function (including capital accounts and various forms of liabilities).
• 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.
• Prepare financial budgets and forecasts; communicate actual-to-budget variances.
• Plan basic engagements, including onboarding and client delivery phases.
• Develop an understanding of engagement economics (billing and time entry) and adhere to internal best practices.
• Interact with clients to gather information; document data needed to complete assigned tasks.
• Identify and organize clients’ financial information.
• Prepare common financial reports and other schedules as requested; format reports so they are easily read and understood 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 documents explaining proposed solutions to clients.
• Apply internal processes, systems, technology, and resources to manage workflow and ensure proper documentation and workpapers.
• Review work products and collaborate with both internal team members and Business Service Center (BSC) team members.
• Produce quality work; prioritize according to internal and external deadlines and project priority.
• Know when to raise priority-setting conflicts to management.
• 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, including improvements for handling day-to-day matters and developing process improvements.
• Listen for and communicate client problems and challenges to management that may be opportunities to grow the business and client relationships.
• Use technology packages clients use to support their 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.
• Proficient in the Microsoft Office Suite, specifically Excel and Word, required.
• Experience utilizing industry standard accounting software, required.
• Ability to effectively multi-task while working independently or within a group environment.
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.
• Excellent verbal and written communication skills.
• Strong analytical and basic research skills.
• Solid organizational skills with the ability to meet project deadlines with a focus on details.
• Ability to interact effectively with people at all organizational levels of the firm.
• Knowledge of how finance and accounting functions and the supporting technology operate; understanding of how tax planning can differ by industry and business structure.
• Knowledge of compliance expectations and what is considered standard or best practice for the industry or business structure.
• Ability to effectively guide a team of professionals and delegate work assignments as needed.
• Able to travel up to 20% of the time.

Preferred Qualifications

• Consultative or business advisory experience.
• Pursuing or passed the CPA certification exam.
• Experience utilizing BSO (BDODrive) platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com.

Compensation & Benefits

• ESOP (ownership) participation is available, offering participants a stake in the firm’s success through beneficial ownership.
• Comprehensive compensation and Total Rewards benefits
  a) Benefits may be subject to eligibility requirements.

Location

This position serves clients across the U.S. and around the world (no specific work location provided in the posting).