Senior Manager, Accounting Advisory Services

BDO USA•Las Vegas, NV

About The Position

The Senior Manager, Accounting Advisory Services acts as a leader within the AAO group and will be tasked with building a robust AAO practice. The AAO Senior Manager will be responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing teams as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members. The individual in this role will responsibly manage the AAO practice through mitigating risk and managing the financial performance of their respective client portfolio.

Requirements

Bachelor’s degree in Accounting or Finance OR equivalent experience, required
Eight (8) or more years of experience performing general accounting transactions and functions, required
Four (4) or more years of supervisory experience, required
Consultative or business advisory experience required
Proficient in the use of the Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Excellent verbal and written communication skills
Fully 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, as well as how they interact
Strong analytical and research skills
GAAP knowledge, financial statement presentation, and report writing
Strong organizational skills especially the ability to meet project deadlines with a focus on details
Proven ability to lead a team in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
Able to direct and prioritize the team to successfully execute multiple tasks
Ability to act as the primary contact and provide an executive presence on engagements
Capable of effectively managing a team of professionals and contribute to the professional development of assigned personnel
Interacts effectively with people at all organizational levels of the firm, including the Business Development team
Ability to travel up to 25% of the time

Nice To Haves

MBA or other relevant advanced degree (Masters in Accountancy), preferred
Experience working with outsourced and/or delivery center operations, preferred
CPA certification, preferred
Experience utilizing industry standard accounting software and BDO Drive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred
Prior experience utilizing industry recognized accounting research tools, preferred

Responsibilities

Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function.
Understands the technology packages clients are using to support their accounting/finance functions
Facilitates effective discovery meetings with clients
Designs integrated solutions that respond to the specific situation
Accurately determines the cost of building a client solution
Formulates recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues
Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business
Assertively manages conflict
Supports the client through business changes and helps to facilitate the change management process
Gathers and/or reviews information necessary from the client to execute on engagements
Understands tax planning considerations/concepts for various business entities
Supports AAO Leadership with business development strategies and service offerings targeted for various industries
Refines designed solutions and work plans into a compelling proposal document that speaks the language of the client and identifies the value clients will be receiving
Evaluates clients for acceptance
Develops a strong understanding of the various industry groups and builds relationships with business development resources
Identifies new opportunities to cross sell to existing clients
Explains the Advisory service offerings, as well as the broader firm to a client, prospect, or contact
Fosters a culture that embraces change and accountability
Ensures AAO Managers and Staff are trained to understand and perform analytics and forecasting at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements
Provides training on all relevant software, processes and resources, as appropriate
Evaluates the performance of AAO Managers and Staff, and assists in developing goals and objectives to enhance professional development that aligns with the firm’s and AAO’s objectives
Drives recruiting efforts at all levels and assists with the on-boarding process
Serves as a resource for the team, having developed an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure
Creates a work plan following best practices of project management
Bills engagements in a timely and effective manner, appropriate to the client’s situation and the state of the work
Aware of how their practice P&L is structured and can interpret common firm metrics (at a practice and an individual level)
Accurately scopes a new project and constructs a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; identifies resource requirements and developing transition plan and estimates appropriate margins for the practice and the overall picture of the client relationship
Oversees client satisfaction with quality of work products, assigned staff, and engagement performance
Reviews engagement economics for multiple clients to ensure continuous improvement in order to attain practice KPI's
Supervises the day-to-day workload of AAO Managers and Staff
Acts as Career Advisor to AAO Managers and Staff, as appropriate