BDO USA
Assurance Experienced Manager, Accounting Advisory & Outsourcing
BDO USA, Port Reading, New Jersey, us, 07064
Assurance Experienced Manager, Accounting Advisory & Outsourcing
Job Description
Manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.
Job Duties Client Service Delivery
Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function. Performs complete general ledger reconciliation ... and provides financial analysis
Understands the technology packages clients are using to support their accounting/finance functions; ... and applies these technologies to an engagement
Facilitates effective discovery meetings with clients; uses open ended questions ... and creating a map of their current internal finance and accounting structure
Designs integrated solutions that respond to the specific situation; knows BDO well enough internally ... outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders
Accurately determines the cost of building a client solution; can calculate the benefit to a client in dollar terms ... proposes a fixed fee based on current scope for review by leadership
Works with Senior Managers to learn to formulate recommendations ... helps clients identify areas of opportunity and future business needs.
Periodically reviews solutions with their clients to determine if it is still the right solution ... recommends appropriate changes
Learns to manage conflict; proactively engages senior leadership when conflict arises
Learns to support the client through business changes ... handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function
Gathers information necessary from the client to execute on engagements; ... Creates, develops and maintains strong business relationships with clients, both internal and external
Understands tax planning considerations ... appropriately refers tax related matters to Core Tax and Specialty Tax Services.
Business Development
Learning business development strategies and service offerings targeted for various industries. Ensure prospect and sales information is entered into CRM as appropriate.
Ability to recommend and design solutions for clients
Learns to evaluate clients for acceptance ... develops statements of work based on solutions they have proposed, with support from leadership
Develop exposure to industry teams and business development resources; develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable; participates in industry trade groups and networking events
Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership
Begins to articulate the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact
Understands and articulates the value proposition and understands the target market/client profile
Developing Others
Fosters a culture that embraces change and accountability
Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements;
Ensures Senior Associates and Associates are trained on all relevant software, processes and resources
Acts as a Career Advisor to Senior Associates and Associates, as appropriate
Evaluates the performance of Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm’s objectives
Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process
Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure; knows what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure
Project Management
Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
Bills engagements in a timely and effective manner ... contributes to economic management matters such as forecasting and monitoring/managing to key metrics
Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details … identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship
Oversees client satisfaction with quality of work products, assigned staff, and engagement performance
Ensures clients are billed timely in accordance with the SOW and follows billing and collections best practices; works with team to resolve any client billing issues
Other duties as required
Supervisory Responsibilities
Supplies day‑to‑day workload of Senior Associates, Associates on assigned engagements and reviews work products;
Supplies overall client engagement supervision; Works with BSC personnel on applicable client engagements by reviewing work and providing feedback on final work product.
Education
Bachelor’s degree in Accounting, Finance or relevant field; or equivalent experience required
MBA or other relevant advanced degree (Masters in Accountancy) preferred
Experience
Seven (7) or more years of experience performing general accounting transactions and functions required
Three (3) or more years of supervisory experience, preferred
Experience working with outsourced and/or delivery center operations, preferred
Consultative or business advisory experience preferred
License/Certifications
CPA certification preferred
Software
Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Prior experience utilizing industry recognized accounting research tools, preferred
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Understands the finance and accounting functions generally performed by a business ... uses this knowledge to analyze the current structure of a client ...
Presents well in one‑on‑one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self‑aware – knows when an approach is not working and can change course immediately
Strong analytical and basic research skills
GAAP knowledge, financial statement presentation, and report writing
Solid organizational skills especially the ability to meet project deadlines with a focus on details
Proven ability to work in a deadline‑driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
Ability to successfully manage multiple tasks while working independently or within a group environment
Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed
Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed
Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel
Ability to travel up to 25% of the time
Compensation National Range: $120,000 - $145,000
Maryland Range: $120,000 - $145,000
NYC/Long Island/Westchester Range: $120,000 - $145,000
About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets. Click here to find out more! 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.”
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Accounting / Auditing
Industries: Accounting
#J-18808-Ljbffr
Job Duties Client Service Delivery
Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function. Performs complete general ledger reconciliation ... and provides financial analysis
Understands the technology packages clients are using to support their accounting/finance functions; ... and applies these technologies to an engagement
Facilitates effective discovery meetings with clients; uses open ended questions ... and creating a map of their current internal finance and accounting structure
Designs integrated solutions that respond to the specific situation; knows BDO well enough internally ... outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders
Accurately determines the cost of building a client solution; can calculate the benefit to a client in dollar terms ... proposes a fixed fee based on current scope for review by leadership
Works with Senior Managers to learn to formulate recommendations ... helps clients identify areas of opportunity and future business needs.
Periodically reviews solutions with their clients to determine if it is still the right solution ... recommends appropriate changes
Learns to manage conflict; proactively engages senior leadership when conflict arises
Learns to support the client through business changes ... handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function
Gathers information necessary from the client to execute on engagements; ... Creates, develops and maintains strong business relationships with clients, both internal and external
Understands tax planning considerations ... appropriately refers tax related matters to Core Tax and Specialty Tax Services.
Business Development
Learning business development strategies and service offerings targeted for various industries. Ensure prospect and sales information is entered into CRM as appropriate.
Ability to recommend and design solutions for clients
Learns to evaluate clients for acceptance ... develops statements of work based on solutions they have proposed, with support from leadership
Develop exposure to industry teams and business development resources; develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable; participates in industry trade groups and networking events
Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership
Begins to articulate the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact
Understands and articulates the value proposition and understands the target market/client profile
Developing Others
Fosters a culture that embraces change and accountability
Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements;
Ensures Senior Associates and Associates are trained on all relevant software, processes and resources
Acts as a Career Advisor to Senior Associates and Associates, as appropriate
Evaluates the performance of Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm’s objectives
Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process
Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure; knows what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure
Project Management
Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
Bills engagements in a timely and effective manner ... contributes to economic management matters such as forecasting and monitoring/managing to key metrics
Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details … identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship
Oversees client satisfaction with quality of work products, assigned staff, and engagement performance
Ensures clients are billed timely in accordance with the SOW and follows billing and collections best practices; works with team to resolve any client billing issues
Other duties as required
Supervisory Responsibilities
Supplies day‑to‑day workload of Senior Associates, Associates on assigned engagements and reviews work products;
Supplies overall client engagement supervision; Works with BSC personnel on applicable client engagements by reviewing work and providing feedback on final work product.
Education
Bachelor’s degree in Accounting, Finance or relevant field; or equivalent experience required
MBA or other relevant advanced degree (Masters in Accountancy) preferred
Experience
Seven (7) or more years of experience performing general accounting transactions and functions required
Three (3) or more years of supervisory experience, preferred
Experience working with outsourced and/or delivery center operations, preferred
Consultative or business advisory experience preferred
License/Certifications
CPA certification preferred
Software
Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Prior experience utilizing industry recognized accounting research tools, preferred
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Understands the finance and accounting functions generally performed by a business ... uses this knowledge to analyze the current structure of a client ...
Presents well in one‑on‑one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self‑aware – knows when an approach is not working and can change course immediately
Strong analytical and basic research skills
GAAP knowledge, financial statement presentation, and report writing
Solid organizational skills especially the ability to meet project deadlines with a focus on details
Proven ability to work in a deadline‑driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
Ability to successfully manage multiple tasks while working independently or within a group environment
Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed
Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed
Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel
Ability to travel up to 25% of the time
Compensation National Range: $120,000 - $145,000
Maryland Range: $120,000 - $145,000
NYC/Long Island/Westchester Range: $120,000 - $145,000
About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets. Click here to find out more! 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.”
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Accounting / Auditing
Industries: Accounting
#J-18808-Ljbffr