Job Summary: The Assurance Senior, Accounting Advisory & Outsourcing is responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations. Job Duties:
- Performs complete general ledger reconciliation including 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 KPI for clients; identifies positive and constructive trends and raises them to BDO management. Understands GAAP and can apply 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 best practices
- Interacts with client to gain information, documents and 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 our 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
- Applies our processes, systems, technology and resources to manage workflow and ensure proper documentation
- Review work product and work collaboratively with team members Produces quality work and set 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
- Other duties as required
Supervisory Responsibilities:
Qualifications, Knowledge, Skills and Abilities: Education:
- Bachelor's degree in Accounting, Finance; or equivalent experience, required
Experience:
- Two (2) or more years of experience performing general accounting transactions and functions, required
- Prior advisory/consulting experience, preferred
License/Certifications:
- Pursuing or passed the CPA certification exam, preferred
Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
- Experience utilizing industry standard accounting software, required
- Experience utilizing BDODrive platform software such as QBO, Microsoft NAV and Bill.com, preferred
Language:
Other Knowledge, Skills & Abilities:
- Excellent verbal and written communication skills
- Strong analytical and basic research skills
- Solid organizational skills especially 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
- Knows how finance and accounting functions, technology for supporting these functions, and tax planning can differ by industry and business structure; knows what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure
- 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: better ways to handle day-to-day matters, develops an understanding of process improvements
- Identifies 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
- Capability to effectively guide a team of professionals and delegating work assignments as needed
- Ability to travel up to 20% of the time
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $33.00/hr - $43.00/hr Colorado Range: $33.00/hr - $43.00/hr Illinois Range: $33.00/hr - $43.00/hr Maryland Range: $33.00/hr - $43.00/hr Minnesota Range: $33.00/hr - $43.00/hr NYC/Long Island/Westchester Range: $33.00/hr - $43.00/hr Washington Range: $33.00/hr - $43.00/hr Washington DC Range: $33.00/hr - $43.00/hr
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