Job 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
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
- Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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