BDO USA, LLP

Senior, Outsourced Finance & Accounting

BDO USA, LLP • $75K — $95K *
Houston, TX 77019In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance, or High School Diploma/GED with relevant experience.
  • 3+ years of general accounting experience required; 4+ years preferred with a diploma.
  • Pursuing or passed CPA certification is preferred.
  • Proficient in Microsoft Office Suite, especially Excel and Word.
  • Experience with accounting software and platforms like Quickbooks Online, Microsoft NAV, Bill.com is preferred.

Responsibilities

  • Perform general ledger reconciliation and maintain accurate financial statements.
  • Prepare draft financial statements and conduct basic financial analysis.
  • Develop and communicate financial budgets and forecasts.
  • Onboard clients and manage engagement processes effectively.
  • Interact with clients to gather financial information and prepare reports.
  • Produce quality work and prioritize tasks based on project deadlines.
  • Support audit preparation and participate in special projects as needed.

Benefits

  • Collaborative work environment with opportunities for team involvement.
  • Professional development potential with client engagement exposure.
  • Variety of duties that contribute to skill enhancement and diversification.
  • Opportunity to interact directly with clients, fostering relationships.
Full Job Description
Job Description

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


About BDO USA, LLP

BDO USA, LLP is a professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. The company was founded in 1910 and is headquartered in Chicago, Illinois. BDO USA has more than 60 offices and over 5,000 employees throughout the United States. The company is a member of the BDO International network, which has more than 1,500 offices in over 160 countries.
Learn more about BDO USA, LLP
Size
10,000 employees
Industry
Legal & Accounting
Founded
1910
* Ladders Estimates

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