Senior Manager, Outsourced Finance & Accounting

BDO USA•Gulfport, MS

About The Position

The Senior Manager, Outsourced Finance & Accounting is a leader in the AAO group, responsible for building a robust practice, delivering exceptional client service, supervising client-team work products, developing new business, and mentoring team members. The role also manages risk and the financial performance of a client portfolio. The Senior Manager oversees assigned engagements across the finance and accounting function. This includes understanding clients’ accounting technologies and processes, conducting discovery, designing integrated solutions, estimating costs and fees, advising on technical accounting and financial management matters, and reviewing solutions as clients’ needs evolve. The role supports clients through business changes, manages conflict, develops strong client relationships, and refers tax matters to the appropriate tax service teams. The position supports business development by building a sales pipeline, preparing proposals and statements of work, evaluating prospective clients, cultivating industry relationships, identifying cross-selling opportunities, and explaining Advisory and broader firm services. It develops AAO Managers and Staff through training, performance evaluation, recruiting, onboarding, and career advising. The Senior Manager also plans and manages projects, budgets, timelines, billing, engagement economics, and practice metrics. Supervisory responsibilities include directing the day-to-day workload of AAO Managers and Staff and reviewing work products for assigned engagements. Travel may be required up to 25% of the time.

Requirements

Bachelor’s degree in Accounting or Finance, or equivalent experience.
At least 8 years of experience performing general accounting transactions and functions.
At least 4 years of supervisory experience.
Consultative or business advisory experience.
Proficiency with Microsoft Office, specifically Excel, Word, and PowerPoint.
Excellent verbal and written communication skills.
Understanding of business finance and accounting functions, their processes and interactions, and related business imperatives such as data security and internal controls.
Ability to present clearly and confidently to individuals and groups at all management levels, persuade others, and adjust communication approach when needed.
Strong analytical and research skills.
Knowledge of GAAP, financial statement presentation, and report writing.
Strong organizational skills, attention to detail, and ability to meet project deadlines.
Ability to lead teams in deadline-driven environments, manage multiple projects, maintain quality and client satisfaction, and prioritize team work.
Ability to serve as the primary engagement contact and demonstrate executive presence.
Ability to manage professionals and contribute to their development.
Ability to build and maintain relationships across organizational levels, including with business development teams and client personnel.
Ability to travel up to 25% of the time.

Nice To Haves

MBA or another relevant advanced degree, such as a Master’s in Accountancy.
Experience with outsourced and/or delivery center operations.
CPA certification.
Experience with industry-standard accounting software and BDO Drive platform software, such as Intuit QuickBooks Online (QBO), Microsoft NAV, and Bill.com.
Experience with industry-recognized accounting research tools.

Responsibilities

Lead and help build the AAO practice while delivering exceptional client service and managing risk and the financial performance of an assigned client portfolio.
Manage the full life cycle of assigned engagements, providing technical expertise across finance and accounting functions.
Assess clients’ accounting and finance technologies, identify opportunities to improve their use, and apply appropriate technologies to engagements.
Facilitate client discovery meetings, understand client objectives and decision-making needs, and assess current finance and accounting structures and underlying issues.
Design integrated client solutions, coordinate with other BDO service lines as appropriate, document solutions, and obtain internal review.
Estimate solution costs and client benefits, assess engagement profitability, and prepare proposed fixed fees for leadership review.
Advise client leadership on technical accounting issues, financial policies and procedures, financial management, business growth needs, and relevant tax implications; refer tax matters to Core Tax and Specialty Tax Services as appropriate.
Review solutions with clients, identify evolving needs, support business changes and change management, and manage conflict and complex client relationships.
Gather or review information needed to execute engagements and build strong internal and external business relationships.
Support AAO business development strategies and service offerings, build a sales pipeline, close new business, and maintain prospect and sales information in the CRM as appropriate.
Develop proposals and statements of work, evaluate prospective clients for acceptance, build relationships with industry groups and business development resources, and identify cross-selling opportunities.
Explain Advisory and broader firm services to clients, prospects, and contacts, and develop an understanding of the BDO Alliance and BRN Network firms.
Train, mentor, and develop AAO Managers and Staff in analytics, forecasting, software, processes, and resources; evaluate performance and support professional development.
Drive recruiting efforts and assist with onboarding.
Create project work plans, manage phases, tasks, budgets, milestones, dependencies, and progress, and bill engagements in a timely and effective manner.
Contribute to forecasting and monitoring engagement and practice metrics; scope projects, estimate fees and budgets, identify resource needs, and plan transitions.
Oversee client satisfaction, quality of work products, assigned staff, engagement performance, and engagement economics across multiple clients.
Supervise the day-to-day workload of AAO Managers and Staff, review final work products for assigned engagements, and serve as a Career Advisor as appropriate.
Perform other duties as required.