Senior, Outsourced Finance & Accounting

Job Description

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

The Senior, Outsourced Finance & Accounting oversees the full‑cycle general accounting function for small to mid‑size organizations, ensuring accurate financial reporting, compliance, and client service.

• Performs complete general ledger reconciliation, including the entire balance sheet, records transactions in the general ledger, creates accounting records such as bill payments, client invoices, payroll, and other entries, identifies and records adjustments, and produces accurate financial statements.
• Comprehends and prepares draft financial statements, understands line items/accounts (e.g., capital accounts, liabilities), distinguishes debits from credits, calculates and interprets KPIs for clients, identifies trends, and reports findings to BDO management.
• Conducts basic financial statement analysis and understands finance and accounting functions performed by a business (e.g., sales, purchasing, A/R) and best practices/processes.
• Prepares financial budgets and forecasts, communicates actual‑to‑budget variances.
• Plans basic engagements, including onboarding and client delivery phases, develops understanding of engagement economics, and adheres to best practices.
• Interacts with clients to gather necessary financial information, documents, and data; identifies and organizes clients’ financial information; prepares requested financial reports and schedules; formats reports for clarity; reviews information for accuracy; identifies anomalies or gaps; communicates significant client issues to supervisor.
• Supports drafting proposals and documents that explain 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 collaborates with team members; produces quality work; sets priorities based on deadlines and project priority; escalates priority conflicts to management.
• 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.
• Other duties as assigned.

• Bachelor’s degree in Accounting or Finance and at least three (3) years of experience performing general accounting transactions and functions, required; OR High School Diploma/GED and at least four (4) years performing general accounting transactions and functions, required.

• Consultative or business advisory experience, preferred.

• Pursuing or passed the CPA certification exam, preferred.

• Proficiency in Microsoft Office Suite, specifically Excel and Word, required.
• Experience utilizing industry‑standard accounting software, required.
• Experience with BDO Drive platform software 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 and ability to meet project deadlines with a focus on detail.
• Ability to multi‑task 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 organizational levels of the firm.
• Knowledge of how finance and accounting functions, technology, and tax planning differ by industry and business structure; awareness of compliance requirements and best practices.
• Understanding of tax planning considerations for various business entities and familiarity with tax return forms.
• Recognizes opportunities for process improvement and innovation.
• Listen for and communicate client challenges to management as potential business growth opportunities.
• Educated in technology packages used by clients and quickly learns new technology.
• Capable of effectively guiding a team of professionals and delegating work assignments as needed.
• Ability 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. BDO USA, P.A. is an equal‑opportunity employer.