Senior Outsourced Accounting Lead - Audit & Compliance

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

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.