Senior BPO Advisory Specialist - Process Improvements

Citrin Cooperman; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Citrin Cooperman is seeking a Senior in our Advisory Department to lead and supervise assigned engagements, develop client understanding, and ensure accuracy of financial statements. The role emphasizes balance sheet reconciliations, cash posting, and internal controls, with active staff development and evaluations.

You will work closely with client management to identify improvements and ensure timely delivery, while maintaining superb client service and professional integrity within a dynamic

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.
• Research and facilitate the resolution of issues arising during engagements.
• 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.

Education

Bachelor’s Degree in Accounting

Tools

Excel

Job description

Citrin Cooperman is seeking a Senior in our Advisory Department to lead and supervise assigned engagements, develop client understanding, and ensure accuracy of financial statements. The role emphasizes balance sheet reconciliations, cash posting, and internal controls, with active staff development and evaluations.

You will work closely with client management to identify improvements and ensure timely delivery, while maintaining superb client service and professional integrity within a dynamic