Senior BPO Advisory Lead — Accounting & Compliance

Citrin-Cooperman-Advisors-LLC; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Citrin Cooperman is seeking a Senior for our Advisory Department in New York. You will plan and supervise engagements, review workpapers, and analyze financial statements for accuracy and disclosures.

As a senior, you will interact with client management, support process improvements, and contribute to staff development while handling multiple engagements with deadlines. This role emphasizes Excel and advanced MS Office proficiency.

Qualifications

• Bachelor’s Degree in Accounting is required.
• Three - Four years experience as senior accountant which include working in a BPO practice or working with an external accounting service provider.
• Advanced computer skills and proficient knowledge of Microsoft Office programs with an emphasis on Excel.
• Dedicated to superior client service.
• Excellent project management, interpersonal, verbal and written skills.
• Supervise a number of engagements simultaneously.
• Possess an ability to multitask and complete engagements within time constraints and deadlines.
• Highly motivated self-starter and dependable.

Responsibilities

• Plan and supervise assigned engagements.
• Acquire a working knowledge of the client’s business.
• Review all workpapers.
• Review financial statements for accuracy and completeness, including note disclosures.
• Analyze balance sheet accounts and prepare reconciliations.
• Perform daily posting of cash transactions and ensure cash reconciliations are timely.
• Perform periodic internal audits on specific activity to ensure compliance with internal controls.
• Interact with key client management to gather information, resolve problems and make recommendations for business and process improvements.
• Active involvement in professional development of staff.
• Prepare staff evaluations.

Skills

Excel

Project management

Interpersonal skills

Verbal and written communication

Client service

Education

Bachelor's Degree in Accounting

Tools

Microsoft Office

Job description

Citrin Cooperman is seeking a Senior for our Advisory Department in New York. You will plan and supervise engagements, review workpapers, and analyze financial statements for accuracy and disclosures.

As a senior, you will interact with client management, support process improvements, and contribute to staff development while handling multiple engagements with deadlines. This role emphasizes Excel and advanced MS Office proficiency.