Outsourced Accounting Senior Associate

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

Job summary

CBIZ, Inc. seeks an experienced accounting professional to manage month-end and year-end close processes for assigned clients. You will prepare financial statements, notes to the financials, and analysis of variances while coordinating with the engagement partner and external auditors.

You will mentor staff, ensure internal controls, and oversee tax-related filings such as Form 990 and year-end 1099s, while applying knowledge of accounting software across client needs.

Qualifications

• Bachelor's degree in accounting or a related field.
• 3 years of relevant work experience in accounting/audit.
• CPA or equivalent certification pursued or maintained.
• Strong analytical and communication skills.
• Ability to travel as client needs require.

Responsibilities

• Oversee month-end and year-end close processes.
• Prepare audit schedules, financial statements, and notes.
• Coordinate with engagement partner on progress and issues.
• Lead engagement team and interact with external auditors.
• Prepare and review Form 990 and 1099 year-end filings.
• Develop and enforce client internal controls and procedures.
• Mentor and supervise staff accountants.

Skills

Month-end close

Financial statements

Audit coordination

Internal controls

Communication skills

Accounting research

Travel flexibility

Mentoring staff

Education

Bachelor's degree

CPA certification

Tools

Accounting software

ERP systems

Job description

#LI-MC1 #LI-Hybrid

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

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

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.