Manager, Outsourced Finance & Accounting

Job Summary:

The Manager, Outsourced Finance & Accounting will serve our Accounting, Advisory and Outsourcing (AAO) team that supports and manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance in the nonprofit sector. In addition, the 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
  • Responsibilities vary based on engagements, client needs, and require an independent/multi-talented professional with 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; can describe the major functions each system performs, and knows how the system performs those functions; explains the purpose and value of system functions that a client may not be using; identifies when a client is not using a technology package in a proper or efficient manner; learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement
• Facilitates effective discovery meetings with clients; uses 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
• Designs integrated solutions that respond to the specific situation; knows BDO well enough internally to identify when services outside of AAO should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders
• Accurately determines the cost of building a nonprofit client solution; can calculate the benefit to a client in dollar terms of the solution, using the pricing process; compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership
• Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes
• Manages conflict; 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; 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; 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 
• Appropriately refers tax related matters to Core Tax and Specialty Tax Services

  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, backgroun