Outsourced Accounting Solutions Senior

CBIZ; Rockville (MD); On-site; USD 90,000 - 125,000; Full time

Job summary

CBIZ in Rockville, MD seeks an experienced accounting professional to lead month‑end and year‑end closings, prepare financial statements, and support client audits. You will manage engagement teams, coordinate with external auditors, and ensure compliance with internal controls and policies.

The role requires strong analytical skills, CPA or equivalent certifications, and the ability to travel as needed. You will mentor junior staff and contribute to client service excellence.

Qualifications

• Bachelor's degree required.
• Minimum 3 years of relevant experience.
• Relevant professional certifications required and maintained.
• Strong analytical skills.
• Proficient with applicable technology.
• Excellent verbal and written communication abilities.
• Travel as needed for client engagements.

Responsibilities

• Oversee month‑end and year‑end closing processes, including audit schedules and notes.
• Keep the engagement partner informed on engagement progress and team status.
• Research and apply complex accounting issues accurately.
• Prepare monthly financial statements and analysis of variances.
• Review reconciliations and month‑end closing entries.
• Maintain deep understanding of each client's accounting operations.
• Proficient with client's accounting software packages.
• Recommend and enforce internal controls, policies, and procedures.
• Lead the engagement team in audits as main contact with external auditors.
• Manage preparation of Form 990 and year‑end 1099 preparation.
• Design and implement policy controls and procedures.
• Assist with budget preparation and grant reporting as needed.
• Train, coach and mentor staff accountants.

Skills

Analytical skills

Verbal and written communication

Accounting research

Travel willingness

Budgeting

Mentoring staff

Technology proficiency

Education

Bachelor's degree in a relevant field

3 years of relevant work experience

Professional certifications (relative to area of expertise)

Tools

Accounting software

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 client's 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 client audits as the main contact with external auditors.
• Manage the preparation of 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.

Minimum Qualifications

• Bachelor's degree in a relevant field.
• 3 years of relevant work experience.
• Professional certifications relative to area of expertise; must have and preserve required licenses.
• Analytical skills.
• Proficient in applicable technology.
• Demonstrated ability to communicate verbally and in writing at all organizational levels, both internally and externally.
• Must be able to travel based on client and business needs.