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Finance and Accounting Outsourcing - Sr Associate

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RSM

RSM

Finance and Accounting Outsourcing - Sr Associate

Charlestown, MA +1 location
Full Time
Paid
  • Responsibilities

    The firm is looking for a skilled professional to join us as a Senior Associate. Our group blends to best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating daily in small private company environments. We work with private, lower middle market clients, with revenues ranging from $0 to $100 million. Our diverse industry base includes technology, life science, manufacturing, not-for-profit and service organizations.  This position will need to work to tight deadlines and a multitude of accounting activities, month end close activities, financial reporting, year-end client tax and audit projects, and the support of budget and forecast activities. In addition, the ability to learn and efficiently use our best in class cloud based technology stack is critical. The FAO Senior Associate will have contact with clients (CEO, COO, CFO, VP of Finance, Controller, etc.), also other client contacts including the client's tax accountant and other professional service providers. We operate in a team-based environment and have a proven track record of delivering exceptional value to our customers. The key attributes that will make someone successful in this role include:

    • Assertive, collaborative, team player
    • Superior ability to prioritize and focus in a dynamic, multi-tasking environment
    • Solid Excel skills (create tables, use formulas, pivot tables)
    • Willingness to learn and work with emerging technology solutions such as OCR(Optical Character Recognition), AI(Artificial Intelligence) and Accounting BOTS
    • Professional presentation and great communication skills as contact with clients will be extensive

    RESPONSIBILITIES:

    This is a hands-on position that requires transaction processing and account reconciliation skills. Duties include:

    • Key point of contact for our clients Purchase to Pay, Order to Cash and Month End Close cycles
    • Manage and coach client services representatives and associates
    • Review monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner
    • Understands the purpose of reconciliations.  Approves bank reconciliations and general ledger account reconciliations
    • Prepare/Review client’s monthly financial statements including month over month variance analysis and / or actual to budget analysis
    • Analyze and interpret financial information for client management and provide actionable insight and decision support
    • Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements
    • Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
    • Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
  • Qualifications
    • A minimum of a Bachelor's in accounting or finance is required (understands comprehension of authoritative standards and guidance and applicability to accounting, consulting, compilation and financial statement preparation services)
    • Excellent written and oral communication skills are a must (proactively communicates status, issues, conflicts, and priorities up, down and across the engagement team)
    • Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision making skills
    • Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
    • Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
    • Strong organizational skills along with the ability to meet deadlines.
    • Ability to adapt to change effectively

    ·       Pursuing CPA or a CPA is desirable

    PREFERRED QUALIFICATIONS

    • Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)

    include job description here

    You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective. Experience RSM US. Experience the power of being understood. RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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  • Industry
    Professional Services
  • Locations
    Charlestown, MA • Boston, MA
  • About Us

    RSM is the leading provider of professional services to the middle market. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business landscape. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. RSMUS, LLP is led by Brian Becker, managing partner & CEO of RSM US LLP. He oversees over 17,000 assurance, tax and consulting professionals across nearly 100 offices in the U.S., Canada, India and El Salvador. RSM US and RSM UK recently announced plans to merge, creating a transatlantic enterprise with more than 23,000 people across six countries, including U.S., Canada, UK, Ireland, India and El Salvador.