BPM LLP

Accounting Advisory Associate II

BPM LLP$78K — $96K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BS/BA in Accounting, Finance, or Business Management
  • Desire to pursue CPA
  • Minimum 3 years' experience in public accounting or related field
  • Experience with data conversions and ERP systems
  • Familiarity with QuickBooks, Intacct, NetSuite, or similar platforms
  • Preferred working knowledge of Bill.com, Expensify, and/or Concur
  • Demonstrated leadership experience and strong communication skills

Responsibilities

  • Manage month-end close activities, including A/P, A/R, journal entries, and reconciliations
  • Support engagement teams on management and compilation reports for clients
  • Interact with client personnel throughout the implementation process
  • Assess client ERP needs, craft solutions, and implement client-centered plans
  • Analyze and prioritize information to make effective recommendations
  • Participate in special projects for professional growth

Benefits

  • Comprehensive financial and business advisory services
  • Opportunities for innovative solution crafting
  • Collaboration with senior consultants and management personnel
  • Growth and learning opportunities through special projects
  • Support for succession planning and exit strategies
Full Job Description
As an Accounting Advisory Associate II, you will support a portfolio of private company clients by performing key accounting functions, including account reconciliations, month-end close activities, journal entries, financial reporting, and cash management. You will collaborate with managers, senior consultants, and client stakeholders to deliver high-quality accounting and advisory services, assist with process improvements and system implementations, and help clients strengthen their financial operations. The ideal candidate is detail-oriented, client-focused, and able to manage multiple priorities while providing insightful recommendations and exceptional service.

Accounting Advisory Overview:

BPM's Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsource accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.

Note: This position is onsite for candidates located in Sioux Falls, SD. Candidates residing elsewhere in the U.S. who are within commuting distance of a BPM office will be expected to follow a hybrid work schedule.

You Have (Requirements):

  • BS/BA in Accounting, Finance, or Business Management
  • A desire to pursue your CPA.
  • Minimum 3 years' experience in public accounting and/or industry as part of an accounting function.
  • Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
  • Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.
  • Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
  • Demonstrated leadership experience.
  • Excellent oral and written communication skills.
  • Able to work with multiple clients and projects concurrently.
  • Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
  • Knowledge of GAAP is preferred.


You Will (Job Responsibilities):

  • Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.
  • Work on engagement teams and support managers on small to mid-size private company management and compilation reports.
  • Participate in multiple engagements and interact with client personnel throughout the implementation.
  • Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client's expectations.
  • Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.
  • Participate in special projects for our clients that provide further growth and learning experiences, as needed.


$78,000 - $96,000 a year

*The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

About BPM LLP

BPM LLP is a full-service accounting and consulting firm with offices in San Francisco, San Jose, Walnut Creek, Santa Rosa, and Palo Alto. The firm was founded in 1986 and has grown to become one of the largest California-based accounting firms. BPM provides services in the areas of audit and assurance, tax, consulting, and wealth management. The firm serves clients in a variety of industries, including technology, life sciences, real estate, construction, and financial services. BPM has been recognized as one of the Best Places to Work in the Bay Area by the San Francisco Business Times and the Silicon Valley Business Journal.
Learn more about BPM LLP
Size
800 employees
Industry
Net Income
$22 million
Founded
1986
5 Year Trend
+15%
Revenue
$118 million

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