Experienced Manager, Strategic Projects, Accounting Advisory Services

Job Summary:

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. 

Job Duties:

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

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills, and Abilities:

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

Language:

• N/A

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

 

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  

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. 

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. 

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.”  Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets