Overview
This role is for a Business Process Outsourcing Manager to join the Advisory Department. Responsibilities include running day-to-day financial operations for clients, managing internal processes and controls, overseeing onshore and offshore staff performing transactional and technical accounting work, and serving as a primary point of contact for external audit coordination.
Responsibilities
- Run day-to-day financial operations for clients, including the general ledger, payables, payroll, and financial reporting
- Monitor team usage of internal procedures, processes, and controls
- Manage onshore and offshore staff performing transactional activities and technical accounting activities, and synthesizing 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, clients, 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 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 taking input from key business stakeholders (or senior staff) and developing process, technology, or structural improvements
- Serve as the primary point of contact, overseeing and managing all aspects of external audit processes to ensure timely and accurate completion
- Lead the 409(A) valuation process for common stock and advise clients
Requirements
- Outstanding interpersonal communication skills; effective in building trusted relationships in person, over the phone, and through written communications
- Proven experience as a Controller, Assistant Controller, or other similar position
- Desire to work with life science companies
- Excellent knowledge of accounting and financial processes and the structure necessary to run them efficiently and effectively (budgeting, financial closure, 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 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 (preferred)
- Professional certification (e.g., CPA) (plus)
- 2+ years of Big 4 or regional public accounting audit experience
- 6+ years of progressive experience
Preferred Qualifications
- MBA or advanced degree
- Experience participating in an ERP implementation
- Professional certification (e.g., CPA)
Compensation & Benefits
- Competitive compensation and benefits are offered.
- Flexibility to manage personal and professional life.