Experienced Senior, Outsourced Finance & Accounting

Job Description

The Experienced Senior, Outsourced Finance & Accounting is responsible for performing and overseeing the full‑cycle general accounting function for small to mid‑size organizations.

• Performs complete general ledger reconciliation, records transactions, and creates accounting records such as bill payments, client invoices, payroll, and other entries; identifies and records adjustments and produces accurate financial statements.
• Comprehends common financial statements, prepares drafts for review, distinguishes debits from credits, calculates and interprets KPIs, and raises constructive trends to BDO management.
• Conducts basic financial statement analysis and understands business accounting functions (sales, purchasing, A/R, etc.) and best‑practice processes.
• Prepares financial budgets, forecasts, and communicates actual-to-budget variances.
• Plans basic engagements, including onboarding and client delivery phases, and develops an understanding of engagement economics and AAO best practices.
• Interacts with clients to gather information, documents data, prepares financial reports and schedules, and ensures accuracy and clarity of reports.
• Supports drafting proposals and other documents explaining proposed solutions to clients.
• Articulates AAO’s value proposition and understands the target market/client profile.
• Applies company processes, systems, and technology to manage workflow and ensures proper documentation and work papers.
• Reviews work products collaboratively with AAO and Business Service Center (BSC) team members, produces quality work, and sets priorities according to deadlines and project priority.
• Takes personal accountability for work products and accepts constructive feedback.
• Prepares schedules to support audit preparation and tax compliance requirements.
• Participates in advanced special projects as required.
• Understands and explains tax planning considerations for various business entities and the information presented on tax return forms.
• Recognizes opportunities for innovation, including process improvements.
• Communicates client problems and challenges to management as opportunities to grow the business and client relationships.
• Proficient in technology packages used by clients to support accounting/finance functions and learns new technology quickly.
• Other duties as required.

Bachelor’s degree in Accounting or Finance OR six (6) or more years performing general accounting transactions and functions without a Bachelor’s degree, required.

• Consultative or business advisory experience, preferred.

• Pursuing or passed the CPA certification exam, preferred.

• Proficient in Microsoft Office Suite, specifically Excel and Word, required.
• Experience utilizing industry‑standard accounting software, required.
• Experience utilizing BSO (BDODrive) platform software such as Intuit’s Quick Books Online, Microsoft NAV and , preferred.

• Excellent verbal and written communication skills.
• Strong analytical and basic research skills.
• Solid organizational skills with a focus on detail and meeting project deadlines.
• Ability to multi‑task while working independently or within a group.
• Proven ability to work in a deadline‑driven environment and handle multiple projects simultaneously.
• Ability to interact effectively with people at all organizational levels of the firm.
• Knowledge of finance and accounting functions, supporting technology, and tax planning differences by industry and business structure.
• Knowledge of compliance requirements and standard or best practices for the industry or business structure.
• Ability to guide a team of professionals and delegate work assignments as needed.

• Able to travel up to 20% of the time.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Equal Opportunity Employer, including disability/vets.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability.