Senior Manager, Outsourced Finance & Accounting

BDO USA, LLP; Seattle (WA); On-site; USD 140,000 - 210,000; Full time

Job summary

BDO USA, LLP is seeking a Senior Manager for Outsourced Finance & Accounting to lead the AAO practice in Seattle. You will supervise the client relationship team, provide technical accounting leadership, and help grow the practice through new business development.

The role emphasizes risk mitigation, financial performance management of client portfolios, and mentoring colleagues to enhance their interpersonal and technical skills.

Responsibilities

• Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function.
• Understands the technology packages clients are using to support their accounting/finance functions; describes the major functions each system performs, and knows how the system performs those functions; explains the purpose and value of system functions that a client may not be using; identifies when a client is not using a technology package in a proper or efficient manner; learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement; actively explores what technologies are coming next and why, and how that applies to clients
• Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why; creates a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data
• Designs integrated solutions that respond to the specific situation; open to new ideas and solutions, and avoids "locking-in" to a single solution; knows BDO well enough internally to identify when services outside of AAO should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders
• Accurately determines the cost of building a client solution; calculates the benefit to a client in dollar terms of the solution, using the pricing process; compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership
• Formulates recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues; educates clients on how their finance and accounting needs will evolve as their business grows; helps clients identify next steps and persuades the client to value those unperceived needs; identifies what needs are critical versus what are not; looks at the business of the client

Job description

Senior Manager, Outsourced Finance & Accounting

The Senior Manager, Outsourced Finance & Accounting acts as a leader within the AAO group and will be tasked with building a robust AAO practice. The Senior Manager, Outsourced Finance & Accounting will be responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing teams as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members. The individual in this role will responsibly manage the AAO practice through mitigating risk and managing the financial performance of their respective client portfolio.

Job Duties:

Client Service Delivery

• Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function.
• Understands the technology packages clients are using to support their accounting/finance functions; describes the major functions each system performs, and knows how the system performs those functions; explains the purpose and value of system functions that a client may not be using; identifies when a client is not using a technology package in a proper or efficient manner; learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement; actively explores what technologies are coming next and why, and how that applies to clients
• Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why; creates a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data
• Designs integrated solutions that respond to the specific situation; open to new ideas and solutions, and avoids "locking-in" to a single solution; knows BDO well enough internally to identify when services outside of AAO should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders
• Accurately determines the cost of building a client solution; calculates the benefit to a client in dollar terms of the solution, using the pricing process; compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership
• Formulates recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues; educates clients on how their finance and accounting needs will evolve as their business grows; helps clients identify next steps and persuades the client to value those unperceived needs; identifies what needs are critical versus what are not; looks at the business of the client