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. Key sections: - Job Summary: description (prose). Could be "About the role" maybe. - Responsibilities: list of duties (Job Duties). Many bullet-like paragraphs. We need to extract list items. - Requirements: Education Qualifications, Knowledge, Skills and Abilities: includes Education, Experience, License/Certifications, Software Experience, Other Knowledge, Skills & Abilities. - Qualifications: maybe combine with Requirements? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which to include. We have content for: - About the role: could be Job Summary paragraph. - Responsibilities: Job Duties (long list). We'll make

• items. - Requirements: Education, Experience, License/Certifications, Software Experience. - Skills: Other Knowledge, Skills & Abilities (list of skills). - Pay: Salary ranges given: National Range: $120,000 - $145,000 etc. So we have pay info. - Benefits: Not explicitly mentioned. There's "About Us" but not benefits. No benefits details. So we should not include Benefits section. - Schedule: Not mentioned (travel up to 25% maybe schedule? Not exactly schedule). No explicit schedule. So omit. - Qualifications: Could be separate from Requirements? Might be redundant. We could combine Education/Experience under Requirements and then Skills separate. Or we could have Qualifications heading for Education/Experience/Licenses etc. But instruction says we can use any of those headings; we just need to include sections only when posting has real specific content. We have content for Education, Experience, License/Certifications, Software Experience, Other Knowledge, Skills & Abilities. Could split into Requirements (Education/Experience/License/Software) and Skills (Other Knowledge, Skills & Abilities). Also maybe Qualifications heading for Education/Experience? But we already have Requirements. Let's follow typical: Responsibilities, Requirements, Qualifications, Skills. But we have overlapping. To avoid duplication, we can put: - About the role (Job Summary) - Responsibilities (Job Duties) - Requirements (Education, Experience, License/Certifications, Software Experience) - Skills (Other Knowledge, Skills & Abilities) - Pay (Salary ranges) We should not include Qualifications if we already used Requirements; but we could also rename Requirements to Qualifications. However instruction list includes both Requirements and Qualifications as possible headings. We need to decide which to use. Since we have both education/experience etc and also skills, we could treat Requirements as education/experience/license/software, and Skills as other knowledge/skills. That seems fine. Now we need to preserve ALL substantive information, not invent or summarize away detail. So we need to include all details from the posting within those sections. We must not repeat the job title as a heading. The title is "Experienced Manager, Outsourced Finance & Accounting". We should not put that as heading. We must not put Job ID/requisition numbers as headings; none present. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The posting includes "Individual salaries that are offered to a candidate are determined after consideration of numerous factors..." that's part of Pay info, we keep. Also "About Us" paragraph: we could treat as About the role? Actually About Us is generic firm description; could be considered boilerplate? It's not EEO but it's about the firm. Might be considered not substantive for the role? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. About Us is not explicitly listed, but it's generic marketing. Might be considered boilerplate? However it's not about the role. The instruction says preserve ALL substantive information; About Us is not substantive to the role? It's about the firm, could be considered not needed. But it's not explicitly prohibited. However we have limited sections; we could include it under About the role? But About the role already has Job Summary. Adding About Us may be duplicate. Safer to omit About Us as it's not directly about the role. The instruction says remove boilerplate; About Us could be considered boilerplate. I'd omit. Now we need to extract details. 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." We'll put that in

  under About the role. Responsibilities: The Job Duties section is long with many paragraphs each describing a duty. We need to convert each distinct duty into

• . We must preserve all substantive information; we should not lose details. We'll need to parse the text and create list items. Let's extract duties from the Job Duties section: The text after "Job Duties" includes many paragraphs. Let's break them: 1. 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. 2. 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 3. 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 4. 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 5. 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. We need to include all these as list items. However many are long sentences with semicolons; we can keep them as is inside
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