Outsourced Accounting Experienced Associate | NFP

CBIZ, Inc.•Washington, DC

40d•Hybrid

About The Position

Essential Functions and Primary Duties Perform all aspects of client field work meeting client objectives as defined in scope of services under the direct supervision of senior consultant and above Apply area of expertise relative to client engagements and perpetually build knowledge base and thus strengthening area of expertise Execute solid analysis, delivering creative and practical solutions for client engagements Deliver urgent responses to existing client inquiries Attain revenue objectives Adhere to engagement budget constraints and complete assigned tasks within the time requested Maintain systems proficiency to enhance client services delivery Participate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities Responsible for meeting annual sales goals if applicable to position Additional responsibilities as assigned

Requirements

High School diploma or GED required; Bachelor's degree preferred
3 years of experience in related field
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must be able to work in a team environment
Presentation skills mandatory
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs

Nice To Haves

CPA eligible
Accounting experience in public accounting or a non-profit organization, preferred
Demonstrated understanding of generally accepted accounting principles (GAAP)
Proficient in the use of Microsoft Excel and other Microsoft Office applications
Proficient in multiple accounting software programs including but not limited to: QuickBooks, Sage Intacct, Solomon, and Great Plains, preferred
Strong problem solving and analytical skills; proactive and takes initiative
Professionalism and relationship building skills
Strong time management skills and the ability to work in a matrixed environment

Responsibilities

Perform all aspects of client field work meeting client objectives as defined in scope of services under the direct supervision of senior consultant and above
Apply area of expertise relative to client engagements and perpetually build knowledge base and thus strengthening area of expertise
Execute solid analysis, delivering creative and practical solutions for client engagements
Deliver urgent responses to existing client inquiries
Attain revenue objectives
Adhere to engagement budget constraints and complete assigned tasks within the time requested
Maintain systems proficiency to enhance client services delivery
Participate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities
Responsible for meeting annual sales goals if applicable to position
Additional responsibilities as assigned