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Assurance Manager, Accounting Advisory & Outsourcing

Assurance Manager, Accounting Advisory & Outsourcing

BDO USAPotomac, MD, US
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Manager, Accounting Advisory And Outsourcing

Job Summary : The Manager, Accounting Advisory and Outsourcing (AAO) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the Manager, AAO will be responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.

Job Duties :

  • Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function.
  • Understands the technology packages clients are using to support their accounting / finance functions.
  • Facilitates effective discovery meetings with clients.
  • Designs integrated solutions that respond to the specific situation.
  • Accurately determines the cost of building a client solution.
  • Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues.
  • Periodically reviews solutions with their clients.
  • Learns to manage conflict.
  • Learns to support the client through business changes.
  • Gathers information necessary from the client to execute on engagements.

Business Development :

  • Learns business development strategies and service offerings targeted for various industries.
  • Recommends and designs solutions for clients.
  • Evaluates clients for acceptance.
  • Develops exposure to industry teams and business development resources.
  • Listens for and identifies new opportunities with existing clients.
  • Articulates the Advisory service offerings.
  • Developing Others :

  • Fosters a culture that embraces change and accountability.
  • Identifies staff needs to develop analytics and forecasting skills.
  • Ensures AAO Senior Associates and Associates are trained on all relevant software.
  • Participates in recruiting efforts.
  • Project Management :

  • Creates a work plan following best practices of project management.
  • Bills engagements in a timely and effective manner.
  • Scopes new projects and constructs a fee estimate / budget.
  • Oversees client satisfaction with the quality of work products.
  • Ensures clients are billed timely.
  • Supervisory Responsibilities :

  • Supervises the day-to-day workload of BSO Senior Associates, Associates.
  • Supervises overall client engagement.
  • Acts as a Career Advisor.
  • Evaluates the performance of AAO Senior Associates and Associates.
  • 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 and BDODrive platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and Bill.com, 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.
  • Presents well in one-on-one and small group settings.
  • Strong analytical and basic research skills.
  • GAAP knowledge, financial statement presentation, and report writing.
  • Solid organizational skills especially the ability to meet project deadlines.
  • Proven ability to work in a deadline-driven environment.
  • Ability to successfully manage multiple tasks.
  • Ability to act as the primary contact on assigned engagements.
  • Ability to effectively manage a team of professionals.
  • Ability to interact effectively with people at all organizational levels.
  • 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 : $105,000 - $125,000 Maryland Range : $105,000 - $125,000 NYC / Long Island / Westchester Range : $105,000 - $125,000

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