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BDO USA, P.C Experienced Senior, Outsourced Finance -12157 in Ridgeland, Mississippi

Job Summary:

The Experienced Senior, Outsourced Finance & Accounting 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 the 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 KPIs for clients; identifies positive and constructive trends and raises them to BDO management; understands GAAP and  applies 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 AAO best practices

Interacts with clients to gain information, documents 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 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

Articulates AAO's value proposition and understands our target market/client profile

Applies our processes, systems, technology, and resources to manage workflow and ensures proper documentation and workpapers

Reviews work products and works collaboratively with both AAO and Business Service Center (BSC) team members;.  produces quality work and sets 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

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 improvements for handling day-to-day matters, and developing an understanding of process improvements

Listens for and communicates client problems and challenges to management that may be 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

Other duties as required

Supervisory Responsibilities:

N/A

 

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor's degree in Accounting or Finance OR six (6) or more years performing general accounting transactions and functions without a Bachelor's degree, required

Experience:

Consultative or business advisory experi nce, preferred

License/Certifications:

Pursuing or passed the CPA certification exam, preferred

Software:

Proficient in the use of the Microsoft Office Suite, specifically Excel and Word, required

Experience utilizing industry standard accounting software, required

Experience utilizing BSO (BDODrive) platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills

Strong analytical and basic research skills

Solid organizational skills especially the 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

Knowledge of how finance and accounting functions, technology for supporting these functions, and how tax planning can differ by industry and business structure

Knowledge of what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure

Ability to effectively guide a team of professionals and delegating work assignments as needed

Able to travel up to 20% of the time

 

All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.

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