Assurance Experienced Manager, Accounting Advisory & Outsourcing

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