Outsourcing Supervisor

Position Overview

The Supervisor Accountant of Outsourced Accounting Services is responsible for leading accounting services engagements for small to medium sized businesses, as well as leading advisory teams in support of client outsourcing initiatives. Additionally, the Supervisor Accountant is responsible for assisting in the development of initial assessments, project plans, vendor selections, financial modeling, RFP creation, contract negotiations and post selection administrative actions.

Essential Functions

• Supports Manager in the planning and development of project deliverables, and assumes responsibility for budget, work plans, timeline, and me.
• Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
• Covers various phases of engagement, plans engagement, budgets time and expenses, monitors actual performance against budget and reviews working papers for accuracy and completeness (both for self and other staff).
• Mets time and budget constraints, as well as client and internal deadlines.
• Interacts directly with senior client and service provider executives.
• Communicates engagement's progress, problems, resolutions, financial information, and other business concerns to the client, Manager, team members, and other business units.
• Participates in client meetings, as required.
• Maintains contact with clients throughout the year; has thorough knowledge of the client and all facets of the client’s business or personal needs.
• Studies and evaluates clients' internal controls, as applicable.
• Prepares engagement letters for approval by Manager.
• Aids in preparing proposals.
• Develops the financial, statement of work, service level and contract terms portions of the RFP.
• Accumulates knowledge of general economic, political trends or other legislation that could affect the business climate.
• Resolves accounting problems as they arise and informs Manager.
• Provides supervision and on-the-job training to staff assigned to engagement.
• Displays proficiency in the following software: QuickBooks Online, Bill.com, Sage Intacct, Martus Tools, FloQast, other 3rd party applications that work with QBO and Intacct, other tools.

Required Experience and Skills

• Proficiency with various accounting software, spreadsheets, and word processing.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Current knowledge of accounting principles.
• Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
• Effective verbal and written communication skills.
• Conducts themself with integrity in a responsible, professional manner and appearance.
• Excellent organizational and time management skills.

Required Education

Bachelor’s in accounting or related field.

Required Experience

5 years progressive experience in public accounting.

License/Certification

CPA preferred.