Job DescriptionJob Summary:The Experienced 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 applies 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 AAO best practices
- Interacts with clients to gain information, documents 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 AAO's 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 both AAO and Business Service Center (BSC) 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
- 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; proficient in technology packages clients are using to support their accounting/finance functions; learns new technology quickly
- Other duties as required
Supervisory Responsibilities:Qualifications, Knowledge, Skills and Abilities:Education:- Bachelor's degree in Accounting or Finance OR six (6) or more years performing general accounting transactions and functions without a Bachelor's degree, 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 BSO (BDODrive) platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred
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
- Knowledge of how finance and accounting functions, technology for supporting these functions, and how tax planning can differ by industry and business structure
- Knowledge of what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure
- Ability to effectively guide a team of professionals and delegating work assignments as needed
- Able to travel up to 20% of the time
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
Cleveland Range: $80,000 - $95,000
Colorado Range: $80,000 - $95,000
