Outsourced Accounting Senior Associate

Responsibilities

• Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements, and notes to the financial statements.
• Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs.
• Demonstrate knowledge of complex accounting issues and treatment; proficient in accounting research.
• Prepare monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances.
• Review reconciliations for significant balance sheet accounts and various other general ledger accounts as needed; review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations.
• Maintain deep understanding of the accounting operations within each assigned client.
• Demonstrate proficient knowledge of clients' accounting software packages.
• Recommend and enforce internal controls, policies, and procedures established by the client.
• Lead the engagement team in preparation for clients' audits as the main contact with external auditors.
• Manage the preparation of clients' 990 and tax forms and year-end preparation of their 1099s.
• Recommend, design, and implement necessary policy controls and procedures.
• Perform other duties including budget preparation, review, modification, grant reporting to private/federal funders, drafting of policies and procedures, review and payment of client payables in third-party software, client billing, and drafting of engagement letters.
• Train, coach, and mentor staff accountants.
• Review and supervise Senior and Staff Accountants' monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month-end completion.
• Assist in the growth, development, and training of staff.

Requirements

• Bachelor's degree in a relevant field.
• 3 years of relevant work experience.
• Achieve and maintain professional certifications relative to area of expertise, including required licenses.
• Possess strong analytical skills.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
• Able to travel based on client and business needs.

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.