Overview
A Senior Consultant position is available within a rapidly growing Outsourced Bookkeeping Solutions (OBS) team. This role involves contributing to the development and delivery of a newly established service line within a Business Process Outsourcing (BPO) practice. The Senior Consultant will work directly with clients across various industries to improve financial operations, reporting, and business insights, while also influencing the structure and processes of the OBS team.
Responsibilities
Client Delivery & Execution
- Partner with clients of varying sizes and industries to execute month-end close processes and perform daily activities such as payroll processing, accounts payable oversight, and client billing.
- Provide ongoing accounting support throughout the month, responding proactively to client needs.
- Prepare and deliver monthly reporting packages and other requested documentation.
- Potentially develop and maintain cash flows, budgets, and forecasts to aid client decision-making.
Process Development & Innovation
- Design, build, and continuously improve month-end close processes and workflows.
- Document key accounting processes, policies, and internal controls.
- Identify opportunities to enhance efficiency, scalability, and consistency across the OBS service line.
- Contribute to the ongoing development and refinement of the OBS offering.
Project Management & Analytics
- Manage and execute project-based work, including qualitative and quantitative analyses to improve profitability and operational performance.
- Oversee project timelines, ensuring milestones and deliverables are met.
- Identify and resolve challenges using a logical, data-driven approach.
- Provide consistent updates and insights to internal teams and clients.
Team Leadership & Development
- Oversee and support OBS team members through training, coaching, and daily guidance.
- Foster a collaborative and high-performing team environment.
- Provide real-time feedback to promote continuous development and quality improvement.
Quality & Communication
- Maintain strong attention to detail to ensure accuracy and high-quality deliverables.
- Communicate effectively with clients and internal stakeholders, providing clear and timely updates.
- Build strong client relationships through reliability, responsiveness, and value-added insights.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 3–6+ years of relevant accounting or consulting experience; public accounting and/or outsourced accounting experience preferred.
- Strong understanding of month-end close processes, day-to-day accounting, and financial reporting.
- Experience managing client relationships and/or project-based work.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Excellent analytical, organizational, and communication skills.
- Experience with cloud-based accounting systems (e.g., QuickBooks Online, Bill.com) preferred.
What Sets This Role Apart
- Opportunity to influence and take ownership in shaping a newly established and rapidly expanding service line.
- Join a small, high-impact team with significant growth potential.
- Gain diverse experience working across industries and client sizes.
- Flexible role allowing contribution to both OBS and broader BPO engagements, expanding skillset and client exposure.