Experienced Senior, Outsourced Finance & Accounting

BDO USA•Chicago, IL

2d•$80,000 - $95,000

About The Position

The Experienced Senior, Outsourced Finance & Accounting is responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations.

Requirements

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
Proficient in the use of the Microsoft Office Suite, specifically Excel and Word, required
Experience utilizing industry standard accounting software, required
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

Nice To Haves

Consultative or business advisory experience, preferred
Pursuing or passed the CPA certification exam, preferred
Experience utilizing BSO (BDODrive) platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred

Responsibilities

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