Senior, Outsourced Finance & Accounting

Job Summary:

The Senior, Outsourced Finance & Accounting is responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations.

Job Duties:

• Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements 
• Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function (e.g. capital accounts, various forms of liabilities, etc.); properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to BDO management. Understands GAAP and can apply it to basic financial statements
• Conducts basic financial statement analysis and understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate 
• Prepares financial budgets and forecasts and communicates actual to budget variances
• Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (i.e., billing and time entry) and adheres to best practices 
• Interacts with clients to gain information, documents and data necessary to complete assigned tasks. Identifies and organizes clients’ financial information; prepares common financial reports and other schedules as requested; formats reports so they are easily read and understood by BDO management and clients. Reviews client information for accuracy; uses deductive reasoning to identify anomalies or gaps and communicates significant client issues to supervisor
• Supports drafting proposals and other documents explaining proposed solutions to clients 
• Articulates value proposition and understands our target market/client profile
• Applies our processes, systems, technology and resources to manage workflow and ensures proper documentation and workpapers 
• Reviews work products and works collaboratively with team members. Produces quality work and sets priorities according to internal and external deadlines and project priority; knows when to raise priority setting conflicts to management 
• Takes personal accountability for work products and accepts constructive feedback to guide future actions
• Prepares schedules to support the client’s audit preparation and tax compliance requirements
• Participates in advanced special projects, as required
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting or Finance and three (3) or more years of experience performing general accounting transactions and functions, required; OR High School Diploma/GED and four (4) or more years performing general accounting transactions and functions, required

Experience:

• Consultative or business advisory experience, preferred
   

License/Certifications:

• Pursuing or passed the CPA certification exam, preferred

Software:

• Proficient in the use of the Microsoft Office Suite, specifically Excel and Word, required
• Experience utilizing industry standard accounting software required
• Experience utilizing BDODrive platform software such as Intuit’s Quickbooks Online (QBO), Microsoft NAV and Bill.com, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Strong analytical  and basic research skills 
• Solid organizational skills especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously 
• Ability to interact effectively with people at all organizational levels of the firm 
• Knows how finance and accounting functions, technology for supporting these functions, and tax planning can differ by industry and business structure; knows what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure 
• Understands and explains tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms 
• Recognizes opportunities for innovation, including: improvements for handling day-to-day matters and developing an understanding of process improvements
• Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients.  Educated in technology packages clients are using to support their accounting/finance functions; learns new technology quickly
• Capability to effectively guide a team of professionals and delegating work assignments as needed
• Ability to travel up to 20% of the time