BDO USA
Assurance Experienced Senior, Accounting Advisory & Outsourcing
BDO USA, Wilmington, Delaware, us, 19894
Assurance Experienced Senior, Accounting Advisory & Outsourcing
The Accounting Advisory & Outsourcing (AAO) Experienced Senior Associate is responsible for performing and overseeing the full cycle general accounting function for small to mid‑size organizations.
Job Summary The role involves managing complete general ledger reconciliation, preparing financial statements, conducting financial analysis, preparing budgets, interacting with clients, supporting proposals, and ensuring quality work products while applying GAAP and office software.
Job Duties
Performs complete general ledger reconciliation including the entire balance sheet and records transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and identifies and records adjustments; produces accurate financial statements.
Comprehends common financial statements and prepares draft financial statements for review; distinguishes debits from credits; calculates and interprets KPIs for clients; raises insights 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, accounts receivable) and common best practices/processes.
Prepares financial budgets and forecasts and communicates actual‑to‑budget variances.
Plans basic engagements, including onboarding and client delivery phases, and understands engagement economics (billing and time entry) while adhering to AAO best practices.
Interacts with clients to gather necessary information, organizes financial data, prepares common financial reports and schedules, formats reports for clarity, reviews client information for accuracy, identifies anomalies, and communicates significant client issues to the supervisor.
Supports drafting proposals and other documents explaining proposed solutions to clients.
Articulates AAO’s value proposition and understands the target market/client profile.
Applies 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; raises priority conflicts to management as needed.
Takes personal accountability for work products and accepts constructive feedback.
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 information presented on different tax return forms.
Recognizes opportunities for innovation, including improvements for day‑to‑day matters, and develops an understanding of process improvements.
Listens for and communicates client problems and challenges to management as opportunities to grow the business and relationships with clients; is proficient in technology packages clients use to support accounting/finance functions; learns new technology quickly.
Other duties as required.
Supervisory Responsibilities
N/A
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.
Qualifications, Knowledge, Skills and Abilities
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 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.
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.
National Range:
$80,000 - $100,000 Maryland Range:
$80,000 - $100,000 NYC/Long Island/Westchester Range:
$80,000 - $100,000
About Us – BDO is a global accounting and advisory organization that offers flexibility, advancement, and a culture centered around meaningful connections, curiosity, and authenticity. BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financial growth with the U.S. team.
Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability
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Job Summary The role involves managing complete general ledger reconciliation, preparing financial statements, conducting financial analysis, preparing budgets, interacting with clients, supporting proposals, and ensuring quality work products while applying GAAP and office software.
Job Duties
Performs complete general ledger reconciliation including the entire balance sheet and records transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and identifies and records adjustments; produces accurate financial statements.
Comprehends common financial statements and prepares draft financial statements for review; distinguishes debits from credits; calculates and interprets KPIs for clients; raises insights 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, accounts receivable) and common best practices/processes.
Prepares financial budgets and forecasts and communicates actual‑to‑budget variances.
Plans basic engagements, including onboarding and client delivery phases, and understands engagement economics (billing and time entry) while adhering to AAO best practices.
Interacts with clients to gather necessary information, organizes financial data, prepares common financial reports and schedules, formats reports for clarity, reviews client information for accuracy, identifies anomalies, and communicates significant client issues to the supervisor.
Supports drafting proposals and other documents explaining proposed solutions to clients.
Articulates AAO’s value proposition and understands the target market/client profile.
Applies 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; raises priority conflicts to management as needed.
Takes personal accountability for work products and accepts constructive feedback.
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 information presented on different tax return forms.
Recognizes opportunities for innovation, including improvements for day‑to‑day matters, and develops an understanding of process improvements.
Listens for and communicates client problems and challenges to management as opportunities to grow the business and relationships with clients; is proficient in technology packages clients use to support accounting/finance functions; learns new technology quickly.
Other duties as required.
Supervisory Responsibilities
N/A
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.
Qualifications, Knowledge, Skills and Abilities
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 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.
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.
National Range:
$80,000 - $100,000 Maryland Range:
$80,000 - $100,000 NYC/Long Island/Westchester Range:
$80,000 - $100,000
About Us – BDO is a global accounting and advisory organization that offers flexibility, advancement, and a culture centered around meaningful connections, curiosity, and authenticity. BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financial growth with the U.S. team.
Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability
#J-18808-Ljbffr