Experienced Manager, Outsourced Finance & Accounting

BDO USA•New York, NY

About The Position

The Experienced Manager, Outsourced Finance & Accounting manages the full life cycle of assigned finance and accounting outsourcing engagements for nonprofit and funding organization clients. The role combines technical accounting expertise with client relationship management, engagement oversight, business development, staff development, and project management. The manager reviews final work products and oversees portfolio financial performance, regularly meets with clients and assigned staff, reports financial information, recommends financial management actions, ensures timely billing, and resolves client issues. The manager provides nonprofit finance and accounting support tailored to each client’s needs, including general ledger reconciliation, transaction recording, adjustments, financial statement preparation, and financial analysis. The role assesses clients’ finance and accounting structures and technology, identifies inefficiencies or missing processes, designs and prices integrated solutions, and periodically evaluates whether solutions remain appropriate. The manager also supports client business changes, considers relevant tax-planning concepts, and refers tax matters to the appropriate tax teams. The position oversees business development activities, evaluates prospective clients, develops statements of work, identifies opportunities with existing clients, and communicates the firm’s services. It develops staff capabilities, supervises engagement teams, provides career guidance and performance feedback, and plans and monitors project scope, resources, timelines, budgets, and client satisfaction. Travel may be required up to 25% of the time.

Requirements

Bachelor’s degree required.
Seven or more years of experience performing general accounting transactions and functions required.
Proficiency with Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required.
Excellent verbal and written communication skills.
Ability to present effectively in one-on-one and small-group settings to all levels of management and to clients.
Strong basic research and analytical skills.
Knowledge of GAAP, financial statement presentation, and report writing.
Solid organizational skills, attention to detail, and ability to meet project deadlines.
Ability to work in a deadline-driven environment and handle multiple projects while maintaining quality, customer satisfaction, and service delivery.
Ability to work independently or in a group and successfully manage multiple tasks.
Ability to serve as the primary contact on assigned engagements and manage a team of professionals, including delegating work.
Ability to contribute to the professional development of assigned personnel.
Ability to build and maintain strong relationships and interact effectively with people at all organizational levels.
Ability to travel up to 25% of the time.

Nice To Haves

Bachelor’s degree focused in Accounting or Finance.
MBA or Master’s in Accountancy.
Two or more years of supervisory experience.
Experience with outsourced accounting, nonprofit accounting principles, and/or delivery center operations.
Consultative or business advisory experience.
CPA license or certification.
Experience with industry-standard accounting software and BDODrive platform software such as Intuit QuickBooks Online (QBO), Microsoft NAV, and Bill.com.
Experience using industry-recognized accounting research tools.

Responsibilities

Manage the full life cycle of assigned nonprofit finance and accounting engagements, providing technical expertise and oversight.
Perform and oversee general ledger reconciliations, accounting transactions and adjustments, financial statement preparation, and financial analysis.
Assess client finance and accounting systems and processes; identify inefficiencies, missing processes, and opportunities to improve technology use.
Lead client discovery meetings, understand objectives and decision-making needs, and map client finance and accounting structures.
Design integrated client solutions, document and vet proposals internally, calculate costs and proposed fees, and periodically review solutions with clients.
Manage client relationships, report financial information, make financial management recommendations, resolve issues, and proactively engage senior leadership when conflicts arise.
Support clients through business changes and help develop and execute change management plans.
Understand tax-planning considerations and tax return information sufficiently to discuss potential financial and tax implications; refer tax matters to Core Tax and Specialty Tax Services as appropriate.
Oversee business development strategies and service offerings for nonprofit industries; maintain prospect and sales information in the CRM as appropriate.
Evaluate prospective clients and develop statements of work based on proposed solutions, with leadership support.
Identify opportunities with existing clients, communicate them to leadership, and represent Advisory and broader firm service offerings.
Develop staff skills in analytics, forecasting, relevant software, processes, and finance and accounting practices.
Supervise the day-to-day work of assigned Senior Associates and Associates, review work products, provide feedback, and act as a career advisor as appropriate.
Create project work plans, scope projects, prepare fee estimates and budgets, identify resources, develop transition plans, and manage milestones, dependencies, and progress.
Monitor client satisfaction, work quality, staff assignments, and engagement performance.
Ensure timely client billing in accordance with statements of work and billing and collections practices, and help resolve billing issues.
Perform other duties as required.