Experienced Manager, Outsourced Finance & Accounting

BDO USA, P.C. • New York, NY

2d • $110,000 - $145,000

About The Position

The Experienced Manager, Outsourced Finance & Accounting manages the full life cycle of assigned outsourced finance and accounting engagements for nonprofit and funding organization clients. The role provides technical expertise across accounting and finance functions and oversees proposals, staffing, work-product review, client relationships, and portfolio financial performance. It also includes regular client and staff meetings, financial reporting and recommendations, timely billing, and resolution of client issues.

The manager designs and evaluates client solutions, assesses engagement scope, costs, risks, and profitability, and supports clients through business changes. The position contributes to business development, develops staff, and manages project plans, budgets, milestones, resources, client satisfaction, billing, and collections. It supervises Associates and Senior Associates on assigned engagements and supports their performance and professional development.

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 in one-on-one and small-group settings to all levels of management, internally and with clients.
• Strong basic research and analytical skills.
• Knowledge of GAAP, financial statement presentation, and report writing.
• Strong organizational skills, attention to detail, and ability to meet project deadlines.
• Ability to work in a deadline-driven environment, manage multiple projects, and maintain quality, customer satisfaction, and service delivery.
• Ability to manage multiple tasks independently and in a group environment.
• Ability to act as the primary contact on assigned engagements, manage teams of professionals, delegate work, and contribute to staff development.
• Ability to interact effectively at all organizational levels and build and maintain relationships with internal and client personnel.
• 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.
• Experience with industry-standard accounting software and BDODrive platform software, such as Intuit QuickBooks Online (QBO), Microsoft NAV, and Bill.com.
• Prior experience using industry-recognized accounting research tools.

Responsibilities

• Manage the full life cycle of assigned nonprofit finance and accounting engagements, providing technical expertise across finance and accounting functions.
• Perform and oversee general ledger reconciliations, transaction recording, accounting records, adjustments, financial statement preparation, and financial analysis.
• Adapt services to engagement and client needs, applying nonprofit financial management expertise, change management, and a consulting mindset.
• Evaluate clients’ accounting technology, explain system functionality, identify ineffective use, and learn new technologies as needed.
• Facilitate client discovery meetings to understand objectives, management information needs, and existing finance and accounting structures.
• Analyze client structures and identify inefficient or missing processes and opportunities to add value, including consideration of business processes, data security, and internal controls.
• Design integrated client solutions, determine when services outside AAO are needed, document proposed solutions, and review them with internal leaders and stakeholders.
• Estimate solution costs and client benefits, assess engagement profitability, and propose fixed fees for leadership review.
• Periodically review client solutions and recommend changes appropriate to the client’s current business needs.
• Manage conflict and engage senior leadership proactively when needed.
• 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 with clients; refer tax matters to Core Tax and Specialty Tax Services as appropriate.
• Oversee business development strategies and nonprofit service offerings, and ensure prospect and sales information is entered into the CRM as appropriate.
• Recommend and design client solutions, evaluate prospective clients for acceptance, and develop statements of work with leadership support.
• Build exposure to industry teams and business development resources; participate in industry trade groups and networking events.
• Identify opportunities with existing clients and communicate them to leadership; explain Advisory and broader firm services to clients, prospects, and contacts.
• Foster a culture of change and accountability and identify staff development needs, including analytics and forecasting skills.
• Train AAO Senior Associates and Associates on relevant software, processes, and resources, and serve as a resource on accounting, technology, tax planning, and industry practices.
• Create project work plans that define phases, tasks, time and budget estimates, milestones, dependencies, and progress reviews.
• Scope projects and prepare fee estimates and budgets, including solution design, resource needs, transition plans, and margin estimates.
• Oversee client satisfaction with work quality, assigned staff, and engagement performance.
• Ensure timely client billing in accordance with statements of work and AAO billing and collections practices, and work with teams to resolve billing issues.
• Supervise the day-to-day workload of AAO Senior Associates and Associates, review work products, oversee client engagements, and provide feedback on final work products prepared with BSC personnel.
• Act as a Career Advisor to AAO Senior Associates and Associates as appropriate, evaluate their performance, and help develop goals and objectives aligned with firm and AAO objectives.
• Perform other duties as required.

Benefits

• ESOP beneficial ownership, offering participants a stake in the firm’s success.
• Comprehensive compensation and Total Rewards benefits offerings; specific benefits are not detailed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager