About The Position

The Accounting Assistant, Outsourced Finance & Accounting organizes, coordinates, and processes financial data for clients using established systems and procedures. The role also performs administrative duties supporting the BSO department’s processes and procedures. The position requires working to internal deadlines and supporting timely client service, including collecting and processing client data for payment deadlines and filing requirements.

Requirements

  • High school diploma or GED.
  • Two or more years of industry-related experience in a professional services firm.
  • Advanced proficiency in Microsoft Office Suite.
  • Ability to work in a deadline-driven environment, manage multiple projects and tasks, and maintain attention to detail.
  • Ability to multitask independently and in coordination with other professionals.
  • Ability to understand and maintain the confidentiality of information.
  • Excellent interpersonal skills and the ability to relate to diverse personalities tactfully and maturely.
  • Excellent written and verbal communication skills.
  • Ability to respond tactfully and professionally in high-demand situations.
  • Ability to take ownership of work and complete tasks in a timely manner.
  • Ability to prioritize and meet client and departmental demands.
  • Ability to review one’s own work to eliminate errors and rework.
  • Ability to follow procedures and communicate issues and status to multiple supervisors.
  • Ability to efficiently process data using strong technology skills.

Nice To Haves

  • Relevant coursework toward an associate or bachelor’s degree in accounting or finance.
  • Experience with accounts payable processing and bookkeeping.

Responsibilities

  • Use software programs, including Intacct, Microsoft Office Suite, and Adobe PDF, to organize, coordinate, and process client financial data.
  • Process, scan, and manage documents using a document management system.
  • Maintain client information in the Practice Management system in an organized and consistent manner.
  • Comply with firm policies, standards, and Outsourced Finance & Accounting client procedures.
  • Meet internal deadlines and collect and process client data in a timely manner to support client service, payment deadlines, and filing requirements.
  • Perform other duties as required.

Benefits

  • BDO describes its Total Rewards as including benefits beyond traditional benefits; eligibility requirements may apply.
  • Employee stock ownership plan (ESOP), providing participants beneficial ownership and a stake in the firm’s success.
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