Experienced Manager, Outsourced Finance & Accounting

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job posting. We have job summary, responsibilities (Job Duties), Education Qualifications, Knowledge, Skills and Abilities, Experience, License/Certifications, Software Experience, Other Knowledge, Skills & Abilities, etc. Also Pay info: National Range etc. Also maybe Schedule? Not present. Benefits? Not present. So we can include sections: About the role (maybe from Job Summary?), Responsibilities, Requirements (maybe combine Education, Experience, License/Certifications, Software Experience), Skills (Other Knowledge, Skills & Abilities), Pay (salary ranges). Also maybe Qualifications? Could combine Education etc. But we need to avoid thin sections. Let's decide sections: - About the role: from Job Summary (first paragraph). Could be a short paragraph. - Responsibilities: list of duties (Job Duties). Many bullet points. - Requirements: combine Education, Experience, License/Certifications, Software Experience. Could be a list. - Skills: Other Knowledge, Skills & Abilities (list). - Pay: salary ranges. We should not include Benefits or Schedule as not present. We must not repeat job title as heading. No Job ID. We must preserve all substantive information, not invent or summarize away detail. Must not omit details. So we need to include all bullet points from Job Duties, all qualifications etc. We need to format as

• for any list of duties/requirements/benefits. For prose use

  . For headings

  . We need to ensure we don't create sections with placeholder text. All sections have content. Let's extract content. Job Summary paragraph: "The Experienced Manager, Outsourced Finance & Accounting 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 addition, the Experienced Manager, Outsourced Finance & Accounting 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." That's the job summary. Now Job Duties: many bullet-like sentences. We need to turn each into

  . The text is long paragraphs with sentences separated by periods. We need to split into list items. Probably each sentence or clause. But we must preserve all substantive information; we can treat each sentence as a list item. However we need to avoid losing detail. Could group related sentences but still preserve. Safer to split by periods that end a sentence, but some sentences have semicolons etc. We'll just split by periods and treat each as list item, ensuring we keep the content. Let's extract the Job Duties block: "Client Service Delivery Manages the full-life cycle of all assigned 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 Understands the technology packages clients are using to support their 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 the department 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 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 Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues; educates clients on how their finance and accounting needs will change as their business evolves; helps clients identify areas of opportunity and future business needs. 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 Learns to manage conflict; proactively engages senior leadership when conflict arises Learns to support the client through business changes 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 Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed, and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable. Creates, develops and maintains strong business relationships with clients, both internal and external 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 Learning business development strategies and service offerings targeted for various industries. Ensure prospect and sales information is entered into CRM as appropriate. Ability to recommend and design solutions for clients Learns to evaluate 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 Develop 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; participates in industry trade groups and networking events Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership Begins to articulate the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact Understands and articulates the value proposition and understands the target market/client profile 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 Senior Associates and Associates are trained on all relevant software, processes and resources Acts as a Career Advisor to Senior Associates and Associates, as appropriate Evaluates the performance of Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm’s objectives Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process 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) Bills engagements in a timely and effective manner, appropriate to the client’s situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics Learns to scope a new project and construct a fee estimate/budget 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 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 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." That is huge. We need to split into list items. Could be many. But we must preserve all info; we can keep as paragraphs? The rule: Use

  • for any list of duties/requirements/benefits. So we need to make a list. Could be many items; that's okay. We need to split logically at each sentence that ends with a period. However some sentences have semicolons inside; we can keep them as part of the item. Let's attempt to split by periods that are followed by a space and capital letter (or start of new sentence). We'll manually approximate. But given the length, maybe we can keep the Job Duties as a single paragraph? The rule says use
    • for any list of duties/requirements/benefits. If we don't make a list, we might violate. Safer to make a list. We can break at each clear bullet-like phrase that starts with a capital letter after a period. Let's attempt to extract items: 1. Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function. 2. 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 3. Understands the technology packages clients are using to support their 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 4. 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 5. Designs integrated solutions that respond to the specific situation; knows BDO well enough internally to identify when services outside of the department 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 6. Accurately determines the cost of building a 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 7. Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues; educates clients on how their finance and accounting needs will change as their business evolves; helps clients identify areas of opportunity and future business needs. 8. 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 9. Learns to manage conflict; proactively engages senior leadership when conflict arises