Assurance Experienced Senior, Accounting Advisory & Outsourcing

Assurance Experienced Senior, Accounting Advisory & Outsourcing

The Accounting Advisory & Outsourcing (AAO) Experienced Senior Associate is responsible for performing and overseeing the full cycle general accounting function for small to mid‑size organizations.

The role involves managing complete general ledger reconciliation, preparing financial statements, conducting financial analysis, preparing budgets, interacting with clients, supporting proposals, and ensuring quality work products while applying GAAP and office software.

• Performs complete general ledger reconciliation including the entire balance sheet and records transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and identifies and records adjustments; produces accurate financial statements.
• Comprehends common financial statements and prepares draft financial statements for review; distinguishes debits from credits; calculates and interprets KPIs for clients; raises insights to BDO 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 (e.g., sales, purchasing, accounts receivable) and common best practices/processes.
• Prepares financial budgets and forecasts and communicates actual‑to‑budget variances.
• Plans basic engagements, including onboarding and client delivery phases, and understands engagement economics (billing and time entry) while adhering to AAO best practices.
• Interacts with clients to gather necessary information, organizes financial data, prepares common financial reports and schedules, formats reports for clarity, reviews client information for accuracy, identifies anomalies, and communicates significant client issues to the supervisor.
• Supports drafting proposals and other documents explaining proposed solutions to clients.
• Articulates AAO’s value proposition and understands the 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 both AAO and Business Service Center (BSC) team members; produces quality work and sets priorities according to internal and external deadlines and project priority; raises priority conflicts to management as needed.
• Takes personal accountability for work products and accepts constructive feedback.
• Prepares schedules to support the client’s audit preparation and tax compliance requirements.
• Participates in advanced special projects as required.
• Understands and explains tax planning considerations/concepts 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 an understanding of process improvements.
• Listens for and communicates client problems and challenges to management as opportunities to grow the business and relationships with clients; is proficient in technology packages clients use to support accounting/finance functions; 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 the 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 (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…