Accounting Advisory Associate II

BPM LLP; United States; On-site; USD 78,000 - 96,000; Full time

Job summary

BPM LLP, a forward-thinking accounting firm, seeks an Accounting Advisory Associate II to support private company client portfolios with month-end close, reconciliations, journal entries, and financial reporting. You will collaborate with managers and client stakeholders to deliver high-quality advisory services, assist with process improvements, and strengthen clients' financial operations.

Onsite in designated locations with hybrid options.

Qualifications

• BS/BA in Accounting, Finance, or Business Management.
• Desire to pursue your CPA.
• Minimum 3 years' experience in public accounting and/or industry as part of an accounting function.
• Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
• Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.
• Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
• Demonstrated leadership experience.
• Excellent oral and written communication skills.
• Able to work with multiple clients and projects concurrently.
• Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
• Knowledge of GAAP is preferred.

Responsibilities

• Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.
• Work on engagement teams and support managers on small to mid-size private company management and compilation reports.
• Participate in multiple engagements and interact with client personnel throughout the implementation.
• Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations.
• Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.
• Participate in special projects for our clients that provide further growth and learning experiences, as needed.

Skills

Public accounting experience

Leadership

Communication skills

Client management

Multi-client projects

Analytical thinking

GAAP knowledge

ERP systems experience

CPA aspirant

Time management

Education

BS/BA in Accounting, Finance, or Business Management

CPA aspirant / CPA candidate

Tools

QuickBooks

Intacct

NetSuite

Bill.com

Expensify

Concur

Job description

BPM Overview :

B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

As an Accounting Advisory Associate II, you will support a portfolio of private company clients by performing key accounting functions, including account reconciliations, month-end close activities, journal entries, financial reporting, and cash management. You will collaborate with managers, senior consultants, and client stakeholders to deliver high-quality accounting and advisory services, assist with process improvements and system implementations, and help clients strengthen their financial operations. The ideal candidate is detail-oriented, client-focused, and able to manage multiple priorities while providing insightful recommendations and exceptional service.

Accounting Advisory Overview:

BPM’s Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsource accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.

Note: This position is onsite for candidates located in Sioux Falls, SD. Candidates residing elsewhere in the U.S. who are within commuting distance of a BPM office will be expected to follow a hybrid work schedule.

You Have (Requirements):

• BS/BA in Accounting, Finance, or Business Management
• A desire to pursue your CPA.
• Minimum 3 years' experience in public accounting and/or industry as part of an accounting function.
• Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
• Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.
• Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
• Demonstrated leadership experience.
• Excellent oral and written communication skills.
• Able to work with multiple clients and projects concurrently.
• Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
• Knowledge of GAAP is preferred.

You Will (Job Responsibilities):

• Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.
• Work on engagement teams and support managers on small to mid-size private company management and compilation reports.
• Participate in multiple engagements and interact with client personnel throughout the implementation.
• Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations.
• Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.
• Participate in special projects for our clients that provide further growth and learning experiences, as needed.

$78,000 - $96,000 a year

• The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.