Experienced Senior, Outsourced Finance & Accounting

Experienced Senior, Outsourced Finance & Accounting

Chicago, IL, United States

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 including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements
• Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function; properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to management; understands GAAP and applies it to basic financial statements
• Conducts basic financial statement analysis and understands the finance and accounting functions generally performed by a business and common best practices/processes
• Prepares financial budgets and forecasts and communicates actual vs. budget variances
• Plans basic engagements including onboarding and client delivery phases and develops understanding of engagement economics and adheres to best practices
• Interacts with clients to gather information, document data, prepare reports and schedules, format reports for management and clients, review accuracy, identify anomalies, and communicate significant issues
• Supports drafting proposals and other documents explaining proposed solutions to clients
• Articulates value proposition and understands target market/client profile
• Applies processes, systems, technology, and resources to manage workflow and ensures proper documentation and work papers
• Reviews work products and works collaboratively with team members; produces quality work and sets priorities according to deadlines and project priority; knows when to raise conflicts to management
• Takes personal accountability for work products and accepts constructive feedback
• Prepares schedules to support client audit preparation and tax compliance requirements
• Participates in advanced special projects as required
• Understands and explains tax planning considerations for various business entities; comprehends information presented on different tax return forms
• Recognizes opportunities for innovation, including improvements for day‑to‑day matters, and develops understanding of process improvements
• Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients; proficient in technology packages clients use; learns new technology quickly
• Other duties as required

• N/A

• 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 the use of Microsoft Office Suite, specifically Excel and Word, required
• Experience utilizing industry standard accounting software, required
• Experience utilizing BSO (BDODrive) platform such as Intuit’s Quick Books Online (QBO), Microsoft NAV and , preferred

• Excellent verbal and written communication skills
• Strong analytical and basic research skills
• Solid organizational skills especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi‑task while working independently or within a group environment
• Proven ability to work in a deadline‑driven environment and handle multiple projects simultaneously
• Ability to interact effectively with people at all levels of the firm
• Knowledge of finance and accounting functions, technology, and how tax planning differs by industry and business structure
• Knowledge of compliance requirements and 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

National Range: $80,000 - $95,000

Maryland Range: $80,000 - $95,000

NYC/Long Island/Westchester Range: $80,000 - $95,000

* Benefits may be subject to eligibility requirements.