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Full-time
bachelor degree, high school
Retirement plan, Employee stock ownership plan, Total rewards
Posted 5d ago
Apply by Aug 13
~40 hrs/week
Responsibilities
The Senior, Outsourced Finance & Accounting oversees full-cycle general accounting functions for small to mid-size organizations, including ledger reconciliation and financial statement preparation. They also manage client engagements, prepare budgets and forecasts, and provide financial analysis to support client business needs.
Requirements
Candidates must have a Bachelor's degree in Accounting or Finance with at least three years of experience, or a High School Diploma with four years of experience. Proficiency in Microsoft Office and industry-standard accounting software is required, with CPA certification preferred.
Full job description
Job Summary:
The 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 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 clients 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 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 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 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
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor’s degree in Accounting or Finance and three (3) or more years of experience performing general accounting transactions and functions, required; OR High School Diploma/GED and four (4) or more years performing general accounting transactions and functions, required
Experience:
Consultative or business advisory experience, 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 BDODrive platform software such as Intuit’s Quickbooks Online (QBO), Microsoft NAV and Bill.com, preferred
Language:
N/A
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
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: 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. Educated 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
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
At BDO, our success is measured by what we achieve together. As a leading provider of audit, tax, and advisory services, we put people first cultivating a conscious, caring corporate culture that empowers our professionals and clients to thrive. Our commitment to excellence drives us to deliver innovative solutions, actionable insights, and trusted guidance for middle market businesses and global organizations.
We help clients navigate complex financial, regulatory, and operational challenges, unlocking growth and value at every stage. By fostering a collaborative environment, we support the development of our people, the success of our clients, and the betterment of our communities. BDO’s insight-driven perspectives and tailored assurance, tax, and consulting services enable companies to move beyond business as usual—achieving exceptional outcomes.
BDO is the brand name for the BDO network and each of its independent member firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a global network of trusted advisors dedicated to helping businesses succeed.
Offices: 225 W Randolph St, Suite 2200, Chicago, Illinois 60606, US · 200 Park Avenue, 38th Floor, New York, NY 10166, US · 2600 W Big Beaver Rd, Troy, MI 48084, US · 501 E Kennedy Blvd, Suite 920, Tampa, Florida 33602, US · 515 S Flower Street, 47th Floor, Los Angeles, CA 90071, US