Experienced Manager, Strategic Projects, Accounting Advisory Services

BDO USA; Boston (MA); On-site; USD 125,000 - 145,000; Full time

Job summary

BDO USA in Boston seeks an Experienced Manager, Strategic Projects within Accounting Advisory Services. You will manage full lifecycle of engagements, supervise staff, and maintain client relationships with regular updates to leadership.

You will lead discovery, apply GAAP knowledge, perform trial balance reconciliations, and understand accounting software packages. You will develop others and support business development.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or Economics, required.
• MBA or other relevant advanced degree (Masters in Accountancy), preferred.
• Six (6) or more years of experience performing general accounting transactions and functions, required.
• Two (2) or more years of supervisory experience, preferred.
• Experience working with outsourced and/or delivery center operations, preferred.
• Consultative or business advisory experience, preferred.
• CPA certification, preferred.

Responsibilities

• Manages the full-life cycle of all assigned engagements by providing accounting expertise in all areas within the finance function.
• Performs complete trial balance reconciliations and applies accounting knowledge by properly recording transactions in a general ledger.
• Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs and knows how the system performs those functions.
• Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are and what related deliverables are expected from the engagement.
• Works with Strategic Projects leadership to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues.
• Learns to manage conflict; proactively engages senior leadership when conflict arises.
• Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external.

Job description

Job Description

The Experienced Manager, Strategic Projects, Accounting Advisory Services manages the full-life cycle of an assigned finance and accounting engagement. Responsibilities include staff assignment and oversight, continuous project management and work product review. In addition, the Experienced Manager will be responsible for client relationship management including regularly meeting with the client and providing updates, as needed to Accounting Advisory Services leadership.

Client Service Delivery

• Manages the full-life cycle of all assigned engagements by providing accounting expertise in all areas within the finance function
• Performs complete trial balance reconciliations and applies accounting knowledge by properly recording transactions in a general ledger
• Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs and knows how the system performs those functions
• Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are and what related deliverables are expected from the engagement
• Works with Strategic Projects leadership to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues
• Learns to manage conflict; proactively engages senior leadership when conflict arises
• Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external

Business Development

• Begins to strengthen the initial understanding of business development strategies and service offerings provided by the AAS team
• Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership

Developing Others

• Fosters a culture that embraces change and accountability
• Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions as well as the technology for supporting these functions

Project Management

• Begins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
• Begins to learn how to scope a new project and how that scoping may impact the fee estimate/budget
• Other duties as required

Supervisory Responsibilities

• N/A

Education and Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or Economics, required
• MBA or other relevant advanced degree (Masters in Accountancy), preferred

Experience

• Six (6) or more years of experience performing general accounting transactions and functions, required
• Two (2) 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

• Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
• Experience utilizing industry standard accounting software such as Intuit’s QuickBooks Online (QBO) or NetSuite, preferred
• Prior experience utilizing industry recognized accounting research tools, preferred

Language

• N/A

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills
• 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, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value
• 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
• Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with clients
• Ability to travel up to 25% of the time

Compensation

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: $125,000 - $145,000

Maryland Range: $125,000 - $145,000

NYC/Long Island/Westchester Range: $125,000 - $145,000

Equal Opportunity & EEO Statement

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