Job Summary:

The Business Services and Outsourcing (BSO) Experienced Manager manages the full-life cycle of all assigned finance and accounting outsource engagements for clients in nonprofit and funding organizations. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the BSO Experienced Manager is 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:

Client Service Delivery

• Manages the full-life cycle of all assigned nonprofit engagements by providing technical expertise in all areas within the finance and accounting function
• 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, and provides financial analysis
• Adapts responsibilities based on engagement and client needs, requiring solid nonprofit financial management expertise, change management experience, and a consulting mindset
• Ensures the efficiency of the technology packages clients are using to support their nonprofit accounting/finance functions by:
  • Describing the major functions each system performs and knows how the system performs those functions
  • Explaining the purpose and value of system functions that a client may not be using
  • Identifying when a client is not using a technology package in a proper or efficient manner
  • Learning new technology quickly
  • Describing the major functions each system performs and knows how the system performs those functions
  • Explaining the purpose and value of system functions that a client may not be using
  • Identifying when a client is not using a technology package in a proper or efficient manner
  • Learning new technology quickly
• Facilitates effective discovery meetings with clients using open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure
• Analyzes the current structure of a client and identifies what services or processes may be inefficient or missing and where we can add value, using their understanding of finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.), common best practices/processes for how they operate and interact, and other business imperatives/functions (e.g. data security, internal controls, etc.) and how they affect the finance and accounting functions
• Designs integrated solutions that respond to specific situations, identifying when services outside of AAO should be included and describing how they operate and what they achieve, and outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders
• Determines the cost of building a nonprofit client solution by:
  • Calculating the benefit to a client in dollar terms of the solution, using the pricing process
  • Comparing the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement
  • Proposing a fixed fee based on current scope for review by leadership
• Reviews solutions with their clients periodically to determine if it is still the right solution for the current state of the business and recommends appropriate changes
• Manages conflict and proactively engages senior leadership when conflict arises
• Supports the client through business changes within nonprofit and helps to develop and execute the change management plan and handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function
• Understands tax planning considerations/concepts for various business entities and comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients - helping clients navigate business decisions and their potential financial and tax implications
• Refers tax related matters to Core Tax and Specialty Tax Services as appropriate

Business Development

• Oversees business development strategies and service offerings targeted for various nonprofit industries and ensures prospect and sales information is entered into CRM as appropriate
• Recommends and designs solutions for clients
• Evaluates clients for acceptance (e.g., general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership
• Develops exposure to industry teams and business development resources, develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable, and participates in industry trade groups and networking events
• Listens for and identifies new opportunities with existing clients and communicates those potential opportunities to leadership
• Articulates the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact

Developing Others

• Fosters a culture that embraces change and accountability
• Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements
• Ensures AAO Senior Associates and Associates are trained on all relevant software, processes, and resources
• Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure; knows what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure

Project Management

• Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
• Scopes new projects and constructs fee estimates/budgets that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship
• Oversees client satisfaction with quality of work products, assigned staff, and engagement performance
• Ensures clients are billed timely in accordance with the SOW and follows AAO billing and collections best practices; works with team to resolve any client billing issues

Other duties as required

Supervisory Responsibilities:

• Supervises the day-to-day workload of AAO Senior Associates, Associates on assigned engagements and reviews work products; supervises overall client engagement; works with BSC personnel on applicable client engagements by reviewing work and providing feedback on final work product
• Acts as a Career Advisor to AAO Senior Associates and Associates, as appropriate
• Evaluates the performance of AAO Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm's and AAO's objectives

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree, required; with a focus in Accounting or Finance, preferred
• MBA or Master's in Accountancy, preferred

Experience:

• Seven (7) 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, nonprofit accounting principles and/or delivery center operations, preferred
• Consultative or business advisory experience, preferred

License(s)/Certification(s):

• CPA, 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

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Ability to present well in one-on-one and small group settings, to all levels of management, internally, and to clients
• Strong basic research and analytical skills
• GAAP knowledge, financial statement presentation, and report writing
• Solid organizational skills especially the ability to meet project deadlines with a focus on details
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
• Ability to successfully manage multiple tasks while working independently or within a group environment
• Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed
• Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed
• Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel
• Able 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.

California Range: $100,000 - $150,000
Colorado Range: $100,000 - $150,000
NYC/Long Island/Westchester Range: $100,000 - $150,000
Washington Range: $100,000 - $150,000