Experienced Manager, Strategic Projects, Accounting Advisory Services
BDO USA, Dallas, TX, United States
Experienced Manager, Strategic Projects, Accounting Advisory Services
The Experienced Manager, Strategic Projects, Accounting Advisory Services manages the full-life cycle of an assigned finance and accounting engagement. Responsibilities include staff assignment and oversight, continuous project management and work product review. In addition, the Experienced Manager will be responsible for client relationship management including regularly meeting with the client and providing updates, as needed to Accounting Advisory Services leadership.
Responsibilities
Client Service Delivery
Manages the full-life cycle of all assigned engagements by providing accounting expertise in all areas within the finance function
Performs complete trial balance reconciliations and applies accounting knowledge by properly recording transactions in a general ledger
Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs and knows how the system performs those functions
Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are and what related deliverables are expected from the engagement
Works with Strategic Projects leadership to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues
Learns to manage conflict; proactively engages senior leadership when conflict arises
Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external
Business Development
Begins to strengthen the initial understanding of business development strategies and service offerings provided by the AAS team
Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership
Developing Others
Fosters a culture that embraces change and accountability
Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions as well as the technology for supporting these functions
Project Management
Begins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
Begins to learn how to scope a new project and how that scoping may impact the fee estimate/budget
Other duties as required
Education
Bachelor’s degree in Accounting, Finance, Business, or Economics, required
MBA or other relevant advanced degree (Masters in Accountancy), preferred
Experience
Six (6) or more years of experience performing general accounting transactions and functions, required
Two (2) or more years of supervisory experience, preferred
Experience working with outsourced and/or delivery center operations, preferred
Consultative or business advisory experience, preferred
License/Certifications
CPA certification, preferred
Software
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Experience utilizing industry standard accounting software such as Intuit’s QuickBooks Online (QBO) or NetSuite, preferred
Prior experience utilizing industry recognized accounting research tools, preferred
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Understands the finance and accounting functions generally performed by a business (e.g., sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value
Strong analytical and basic research skills
GAAP knowledge, financial statement presentation, and report writing
Solid organizational skills especially the ability to meet project deadlines with a focus on details
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
Ability to successfully manage multiple tasks while working independently or within a group environment
Ability to act as the primary contact on assigned engagements
Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with clients
Ability to travel up to 25% of the time
Salary
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $125,000 - $145,000
Maryland Range: $125,000 - $145,000
NYC/Long Island/Westchester Range: $125,000 - $145,000
Equal Opportunity Employer
Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
#J-18808-Ljbffr
The Experienced Manager, Strategic Projects, Accounting Advisory Services manages the full-life cycle of an assigned finance and accounting engagement. Responsibilities include staff assignment and oversight, continuous project management and work product review. In addition, the Experienced Manager will be responsible for client relationship management including regularly meeting with the client and providing updates, as needed to Accounting Advisory Services leadership.
Responsibilities
Client Service Delivery
Manages the full-life cycle of all assigned engagements by providing accounting expertise in all areas within the finance function
Performs complete trial balance reconciliations and applies accounting knowledge by properly recording transactions in a general ledger
Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs and knows how the system performs those functions
Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are and what related deliverables are expected from the engagement
Works with Strategic Projects leadership to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues
Learns to manage conflict; proactively engages senior leadership when conflict arises
Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external
Business Development
Begins to strengthen the initial understanding of business development strategies and service offerings provided by the AAS team
Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership
Developing Others
Fosters a culture that embraces change and accountability
Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions as well as the technology for supporting these functions
Project Management
Begins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
Begins to learn how to scope a new project and how that scoping may impact the fee estimate/budget
Other duties as required
Education
Bachelor’s degree in Accounting, Finance, Business, or Economics, required
MBA or other relevant advanced degree (Masters in Accountancy), preferred
Experience
Six (6) or more years of experience performing general accounting transactions and functions, required
Two (2) or more years of supervisory experience, preferred
Experience working with outsourced and/or delivery center operations, preferred
Consultative or business advisory experience, preferred
License/Certifications
CPA certification, preferred
Software
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Experience utilizing industry standard accounting software such as Intuit’s QuickBooks Online (QBO) or NetSuite, preferred
Prior experience utilizing industry recognized accounting research tools, preferred
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Understands the finance and accounting functions generally performed by a business (e.g., sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value
Strong analytical and basic research skills
GAAP knowledge, financial statement presentation, and report writing
Solid organizational skills especially the ability to meet project deadlines with a focus on details
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
Ability to successfully manage multiple tasks while working independently or within a group environment
Ability to act as the primary contact on assigned engagements
Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with clients
Ability to travel up to 25% of the time
Salary
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $125,000 - $145,000
Maryland Range: $125,000 - $145,000
NYC/Long Island/Westchester Range: $125,000 - $145,000
Equal Opportunity Employer
Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
#J-18808-Ljbffr