Overview
This role is within the Advisory Department and involves managing Business Process Outsourcing (BPO) services. Responsibilities include day-to-day financial operations, coordinating transactional work across onshore and offshore teams, supporting month-end and year-end close, and advising on technical accounting decisions.
Responsibilities
- Run day-to-day financial operations for clients, including:
- General ledger, payables, receivables, payroll, collections, and financial reporting
- Monitor the team’s usage of internal procedures, processes, and controls
- Manage onshore and offshore staff performing transactional activities and technical accounting work, and synthesize data into reports or analysis for clients
- Assist in the preparation of 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 and reconciliations, and coordinate the overall effort for monthly and annual closing processes
- Assist in the preparation of 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
- Outstanding interpersonal communication skills; ability to develop trusted relationships in person, over the phone, and through written communications
- Proven experience as a Controller, Assistant Controller, or similar position
- Experience across multiple industries (professional services, manufacturing, construction, and healthcare are particularly valued)
- Excellent knowledge of accounting and financial processes and how to structure them to run efficiently and effectively (budgeting, financial close, reporting, etc.)
- 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
- Strong organization skills with the ability to prioritize
- Excellent communication and interpersonal skills
- Strong attention to detail and problem-solving ability
- Bachelor’s degree in accounting, finance, or a relevant field is preferred
Preferred Qualifications
- Experience participating in an ERP implementation is a plus
- Professional certification (e.g., CPA) is a plus
Compensation & Benefits
- Competitive compensation and benefits
- Flexibility to manage personal and professional life