Assurance Experienced Senior, Accounting Advisory & Outsourcing

Assurance Experienced Senior, Accounting Advisory & Outsourcing

The Accounting Advisory & Outsourcing (AAO) Experienced Senior Associate is responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations.

Position: AAO Experienced Senior Associate. Location and travel requirements are not specified in this refined description.

• Performs complete general ledger reconciliation including the entire balance sheet; records transactions in the general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements.
• Comprehends common financial statements and prepares draft financial statements for review; understands how line items function; distinguishes debits from credits; calculates/interprets KPIs; identifies trends and communicates them to management; applies GAAP to basic financial statements.
• Conducts basic financial statement analysis and understands typical finance and accounting functions (sales, purchasing, A/R) and best practices/processes.
• Prepares financial budgets and forecasts and communicates actual vs. budget variances.
• Plans basic engagements (on-boarding and client delivery) and understands engagement economics (billing/time entry); adheres to AAO best practices.
• Interacts with clients to gather information, organizes financial data, prepares common reports, and formats reports for management and clients; reviews client information for accuracy; identifies anomalies and communicates issues to supervisor.
• Supports drafting proposals and documents explaining proposed solutions; articulates AAO’s value proposition and target client profile.
• Applies processes, systems, technology, and resources to manage workflow; ensures proper documentation and work papers.
• Reviews work products; collaborates with AAO and Business Service Center teams; prioritizes work to meet deadlines; raises priority conflicts to management when needed.
• Takes accountability for work products and uses feedback to improve future actions.
• Prepares schedules to support the client’s audit readiness and tax compliance requirements.
• Participates in advanced special projects as required; understands and explains tax planning concepts for various business entities.
• Identifies opportunities for process improvement and innovation; communicates client problems to management as potential growth opportunities.
• Demonstrates proficiency with technology packages used by clients to support accounting/finance functions; quickly learns new technology.
• Other duties as required.

• Bachelor’s degree in Accounting or Finance OR six (6)+ years performing general accounting transactions without a Bachelor’s degree, required.
• Experience in consultative or business advisory roles preferred.
• Pursuing or passed CPA certification preferred.
• Proficient in Microsoft Office Suite (Excel and Word) and experienced with standard accounting software.
• Experience with BSO/BDODrive platform software (e.g., Quick Books Online, Microsoft NAV, ) preferred.
• Excellent verbal and written communication; strong analytical and research skills; solid organizational skills; ability to multi-task and meet deadlines; ability to work independently or in a team; ability to travel up to 20%.

• 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.

Note:

This description reflects the responsibilities and requirements of the role; it is not exhaustive and may be subject to change based on business needs.