Outsourced Accounting Senior Associate

CBIZ; Providence (RI); Hybrid; USD 95,000 - 130,000; Full time

Job summary

CBIZ in Providence, RI is seeking an experienced audit professional to lead engagements and manage the closing process. You will prepare financial statements, notes, and budgets, and serve as the main liaison with external auditors.

The role requires strong analytical abilities, excellent communication, and experience in coordinating tax forms and internal controls. Hybrid work options and opportunities for growth are offered at CBIZ CPAs.

Qualifications

• Bachelor's degree in a relevant field and at least 3 years of experience.
• Must possess professional certifications and required licenses.
• Strong analytical and written/verbal communication skills; willingness to travel.

Responsibilities

• Oversee month-end and year-end close, audit schedules, financial statements and notes.
• Lead engagement team and main contact with external auditors.
• Prepare monthly financial statements; review GL accounts and month-end entries.
• Recommend and enforce internal controls and procedures; design policy controls.
• Responsible for 990 and tax form preparation; year-end 1099 prep.
• Coach and mentor staff accountants; review monthly work and reconciliations.

Skills

Analytical skills

Communication skills

Auditing

Attention to detail

Time management

Education

Bachelor's degree in relevant field

Tools

Accounting software packages

Job description

Essential Functions and Primary Duties

Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs Knowledgeable on complex accounting issues and treatment, proficient in accounting research Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations Maintain deep understanding of the accounting operations within each assigned client Proficient knowledge of the clients accounting software packages Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client Lead the engagement team in preparation for clients audits as the main contact with external auditors Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s Recommend, design, and implement any necessary policy controls and procedures. Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters Train, coach and mentor staff accountants Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion Assist in growth, development and training of staff #LI-MC3 #LI-Hybrid

Minimum Qualifications

Bachelor's degree in relevant field 3 years of relevant work experience Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must possess analytical skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Must be able to travel based on client and business needs

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.