Job Description
Job Description
The Strategic Business Solutions (SBS) Associate serves as an outsourced account for clients. They will work as a part of a team to provide a valuable client experience.
They are tasked with handling the day-to-day accounting and finance functions for their clients.
- Acts as Outsourced Accounting Specialist and is responsible for the day-to-day accounting needs for clients, acting as their accounting department
- Provide financial analysis in an effort to make recommendations to streamline the accounting and finance operations of clients
- Prepares reports and other documents as requested, including financial statements, tax forms, sales tax reports, and others as requested
- Is a key point of contact for the client on day to day accounting matters
- Supports other outsourced accountants and their clients
- Works as part of a team to provide accounting services for clients
- Reconciles the client bank statements
- Calculates month end journal entries and balances GL accounts to support the CAS Controller
- Utilized cloud-based technology
- Uses excellent judgment and analysis to make recommendations to streamline the accounting and finance operations of clients
- Supports other outsourced accountants and their clients
- Seeks out opportunities to improve the client relationship and cross sell other BMA services
Requirements
- Bachelor’s Degree in Business required, a Bachelors in Accounting preferred
- Licensed CPA or CMA license or working towards obtaining
- Understanding of GAAP guidelines
- Strong technology skills
- Ability to work on multiple projects and meet deadlines
- Ability to communicate clearly in writing and verbally
- Team player
- Ability to think innovatively
Benefits
Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
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