Senior Manager, Outsourced Finance & Accounting

BDO USA, P.C. • Gulfport, MS

7d

About The Position

The Senior Manager, Outsourced Finance & Accounting acts as a leader within the AAO group and is responsible for building a robust AAO practice. The role delivers exceptional client service, supervises the work of client relationship teams, develops new business, and mentors colleagues in their interpersonal and technical skills. The Senior Manager manages risk and the financial performance of their client portfolio.

The position oversees the full lifecycle of client engagements, providing finance and accounting expertise, understanding and applying client technologies, identifying client needs, designing and pricing solutions, and advising client leadership on accounting and financial management matters. It also supports business development through proposal development, prospect evaluation, pipeline building, cross-selling, and industry networking.

The Senior Manager develops AAO Managers and Staff through training, performance feedback, recruiting, and career support. The role also manages project plans, budgets, engagement billing and economics, client satisfaction, and practice performance metrics, while supervising day-to-day workloads and reviewing work products.

BDO provides assurance, tax, and advisory services to clients in the U.S. and internationally. The firm describes its culture as centered on strong relationships, care, curiosity, growth, and helping clients achieve their goals. BDO is an ESOP company, and its ESOP is part of its compensation and Total Rewards offerings. The position may require travel up to 25% of the time.

Requirements

• Bachelor’s degree in Accounting or Finance, or equivalent experience.
• Eight or more years of experience performing general accounting transactions and functions.
• Four or more years of supervisory experience.
• Consultative or business advisory experience.
• Proficiency with Microsoft Office, specifically Excel, Word, and PowerPoint.
• Excellent verbal and written communication skills.
• Knowledge of business finance and accounting functions, common processes and best practices, and related business imperatives such as data security and internal controls.
• Ability to analyze client structures and identify inefficient or missing services and processes, recommend improvements, and advise on financial ecosystems.
• Ability to present effectively to individuals and groups at all management levels, communicate clearly and concisely, persuade others, and adjust approach when needed.
• Strong analytical, research, and organizational skills, including attention to detail and ability to meet project deadlines.
• Knowledge of GAAP, financial statement presentation, and report writing.
• Proven ability to lead a team in a deadline-driven environment, handle multiple projects, and maintain quality, customer satisfaction, and service delivery.
• Ability to direct and prioritize a team, serve as the primary engagement contact with executive presence, manage professionals, and support their development.
• Ability to build and maintain relationships with firm personnel, business development teams, and clients at all organizational levels.
• 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 working with outsourced and/or delivery center operations.
• CPA certification.
• 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 lifecycle of assigned engagements and provide technical expertise across finance and accounting functions.
• Assess client accounting and finance technologies, recommend effective use, learn new technologies, and apply them to engagements.
• Facilitate client discovery meetings, understand objectives and financial information needs, map existing finance and accounting structures, and investigate root causes.
• Design integrated client solutions, coordinate with other BDO service lines when appropriate, and document and review proposed solutions with firm stakeholders.
• Estimate solution costs and client benefits, use the pricing process, and propose fixed fees for leadership review when appropriate.
• Advise client leadership on technical accounting issues, financial policies and procedures, financial management, and the financial and tax implications of business decisions; refer tax matters to Core Tax and Specialty Tax Services as appropriate.
• Review client solutions periodically, identify evolving needs, and communicate a future vision that encourages clients to pursue improvements.
• Manage conflict and negotiations, support clients through business changes, and navigate client relationships and organizational dynamics.
• Gather or review information needed to execute engagements and maintain strong internal and external client relationships.
• Support AAO business development strategies, build a sales pipeline, close new business, and enter prospect and sales information into CRM as appropriate.
• Develop client-focused proposals and work plans, evaluate prospective clients for acceptance, and prepare statements of work with leadership support.
• Build relationships with industry groups and business development resources, participate in trade groups and networking events, identify cross-selling opportunities, and explain Advisory and broader firm services.
• Develop an understanding of BDO Alliance and BRN Network firms.
• Foster a culture of change and accountability; train AAO Managers and Staff in analytics, forecasting, relevant software, processes, and resources.
• Evaluate employee performance, help establish development goals, support recruiting and onboarding, and serve as a resource on finance and accounting, technology, tax planning, and compliance practices.
• Create project work plans with phases, tasks, estimates, milestones, dependencies, and progress reviews.
• Bill engagements effectively and on time, contribute to forecasting and metric management, and understand practice financial statements and firm metrics.
• Scope projects, estimate fees and budgets, identify resource needs, develop transition plans, and account for engagement and client relationship margins.
• Oversee client satisfaction, work quality, staffing, engagement performance, and engagement economics across multiple clients.
• Supervise the day-to-day workload of AAO Managers and Staff, review final work products, and act as a Career Advisor as appropriate.
• Perform other duties as required.

Benefits

• Employee ownership through participation in the company ESOP, subject to eligibility requirements.
• Comprehensive compensation and Total Rewards benefits offerings.

What This Job Offers

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