Senior Financial Services Professional

7 days ago

Atlanta, Georgia, United States BDO Full time

Job Summary:

The Senior Financial Services Professional, Private Client & Family Office Services, is responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations, utilizing research skills, gathering client information necessary for filing, participating in financial planning, recognizing and communicating potential risks, In this role, the Private Client & Family Office Services Senior Associate may be charged with supervising and reviewing the work of Private Client & Family Office Services Associates.


Key Responsibilities:

  • 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
  • Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function (capital accounts, various forms of liabilities, etc.); properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to BDO management
  • Conducts basic financial statement analysis and understands the finance and accounting functions generally performed by a business (sales, purchasing, A/R, and common best practices/processes for how they operate)
  • Prepares financial budgets and forecasts and communicates actual to budget variances
  • Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (billing and time entry) and adheres to PCS-FOS best practices
  • Interacts with clients to gain information, documents and data necessary to complete assigned tasks
  • Identifies and organizes clients' financial information; prepares common financial reports and other schedules as requested; formats reports so they are easily read and understood by BDO management and clients
  • Reviews client information for accuracy; uses deductive reasoning to identify anomalies or gaps and communicates significant client issues to supervisor
  • Supports drafting proposals and other documents explaining proposed solutions to clients
  • Articulates PCS-FOS's value proposition and understands our target market/client profile
  • Applies our processes, systems, technology and resources to manage workflow and ensures proper documentation and workpapers
  • Reviews work products and works collaboratively with both PCS-FOS and Business Service Center (BSC) team members
  • Produces quality work and sets priorities according to internal and external deadlines and project priority; raises priority setting conflicts to management, as needed
  • Takes personal accountability for work products and accepts constructive feedback to guide future actions
  • Prepares schedules to support the client's audit preparation and tax compliance requirements
  • Participates in advanced special projects, as required
  • Other duties as required

Financial Planning and Analysis:

  • Plans and executes projects related to financial planning and analysis processes and procedures
  • Complies with all Firm policies, standards and the BDO Financial Planning and Analysis Quality Manual (FPAM) and seeks advice regarding issues and problems related to financial planning and analysis
  • Researches public information
  • Uses the Firm's compliance software to maximize efficiency of financial planning and analysis

Supervisory Responsibilities:

  • May supervise and manage the day-to-day work assignments of PCS-FOS Associates and Paraprofessionals
  • Provides verbal and written performance feedback to PCS-FOS Associates and Paraprofessionals, as necessary
  • Acts as mentor to PCS-FOS Associates and Paraprofessionals

Qualifications, Knowledge, Skills and Abilities:

Education:

  • One of the following is required: Bachelor's degree, focus in Accounting or Finance, preferred AND three (3) or more years of experience performing general accounting transactions and functions, required; OR Four (4) or more years performing general accounting transactions and functions with some consultative or business advisory experience without a degree, required

Experience:

  • Consultative or business advisory experience, preferred
  • Prior basic supervisory experience, preferred

License/Certifications:

  • Currently enrolled in CPA certification exam, preferred
  • CPA certification, preferred

Software:

  • 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 QuickBooks Online (QBO), Microsoft NAV and CaseWare, BNA Depreciation Software, preferred

Language:

  • N/A

Other Knowledge, Skills & Abilities:

  • Excellent verbal and written communication skills
  • Understands GAAP and Financial Planning and Analysis and can apply it to basic financial statements
  • Strong analytical and basic research skills
  • Solid organizational skills especially the ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working 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
  • Knows how finance and accounting functions, technology for supporting these functions, and financial planning and analysis can differ by industry and business structure; knows what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure
  • Understands and explains financial planning and analysis considerations/concepts for various business entities; comprehends the information presented on different financial return forms
  • Recognizes opportunities for innovation, including: improvements for handling day-to-day matters and developing an understanding of process improvements
  • Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients. Educated in technology packages clients are using to support their accounting/finance functions; learns new technology quickly
  • Capability to effectively guide a team of professionals and delegating work assignments as needed

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