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Associate- Finance and Accounting BPO / Managed Services

Associate- Finance and Accounting BPO / Managed Services

Baker Tilly Advisory Group, LPUSA, Wisconsin, Madison
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Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description :

As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients.

Key Responsibilities

  • Transactional Accounting : Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management.
  • Financial Reporting Support : Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients.
  • Process Improvement : Contribute to the implementation of process improvements to streamline workflows and enhance efficiency.
  • Data Management : Accurately classify, record, and summarize financial data, ensuring the integrity of financial records.
  • Client Collaboration : Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks.
  • Documentation : Support the creation and maintenance of standardized desktop procedures and process documentation.
  • Problem-Solving : Assist in troubleshooting and resolving accounting issues and discrepancies.

Qualifications

  • Education :
  • o Bachelor's degree in Accounting, Finance, or a related field is required.

  • Experience :
  • o Relevant internship - 2 years professional work experience in an accounting or finance role is a plus.

    o Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus.

  • Skills :
  • o Foundational knowledge of Generally Accepted Accounting Principles (GAAP).

    o Strong analytical and problem-solving abilities with a keen attention to detail.

    o Excellent organizational, communication, and interpersonal skills.

    o Ability to work effectively in a fast-paced, team-oriented environment.

    o A proactive and adaptable mindset with a strong commitment to continuous learning.

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