BAS Manager
Posted
BAS Manager Job Function The Business Advisory Services Manager has shared responsibility for the overall operation of the Firm’s Business Advisory Services department from a staff management, project service and delivery perspective. Professional Responsibilities
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Reports departmental performance to management and offers suggestions about department strategy and resource utilization
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Determine and suggest new processes to help efficiency
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Relies on extensive experience and judgment to plan and accomplish goals
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Serves as departmental role model by adopting CDH core values and the Firm’s Five Star philosophy specifically in the areas of providing outstanding service to existing and potential clients; communicating effectively with team members and fostering a spirit of teamwork and continuous improvement
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Hires, supervises, trains, mentors and develops all levels of department staff
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Participates in firm-wide leadership activities including monthly and annual staff meetings, performance meetings, recruitment activities and other duties necessary to advance departmental and firm initiatives
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Involved with engagement budgeting, delegating and monitoring workloads, along with providing training and feedback
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Informs principal-in-charge of any potential issues and pro-actively attempts to resolve any conflicts
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Strong project management and organization skills to oversee the engagement progress
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Leads, manages and supervises the execution of multiple engagements by:
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Serving as the liaison with the clients and CDH by maintaining relationships with clients to help ensure the information flow from the client to the team is efficient
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Reviewing financial statement reports, general ledger maintenance and bank reconciliations prepared by department
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Assisting and reviewing client financial transactions records
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Compiling and reviewing financial reports for client management, such as cash revenue and expenditure analysis, accounts payable and receivable
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Reviewing the maintenance of cash, accounts receivable and accounts payable, inventory ledgers and other full-scare bookkeeping responsibilities
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Reviewing financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal
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Assisting clients and team with utilization of accounting software
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Reporting organization’s finances to client’s management, and offering suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts
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Complies with federal, state, and company policies, procedures, and regulations
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Possesses knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
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Understands the implications of new information for both current and future problem-solving and decision-making
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Ability to determine how a client’s system should work and how changes in conditions, operations, and the environment will affect outcomes
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Frequently works with Microsoft Excel, Word, Outlook, ProFx, QuickBooks, Sage 50, Sage Intact and Bill.com
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Proficient with Excel, Word, and ability to learn and train/supervise others on data extraction and other softwares used Personal Responsibilities
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Attend professional development and training sessions on a regular basis, along with directly educating the department
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Follow and promote CDH Core Values and Five Star philosophy, including excellent client service, communication and interpersonal skills
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Maintain and expand knowledge base in area of expertise
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Take proactive career steps by being involved with business development and networking, on an ongoing basis Qualifications
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Bachelor’s Degree in accounting or related field
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Current CPA license preferred
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5+ years of public accounting experience or 8+ years of industry experience
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Accounting software experience
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Federal and state tax knowledge a plus
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Native and/or Business level Japanese language skill a plus
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Ability and willingness to travel to clients occasionally within the Firm’s market area Benefits
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Medical, dental, and vision insurance options
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Employer-paid life and disability insurance
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Flexible Spending and Health Savings Accounts
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Tuition reimbursement and professional development support
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Paid holidays, Discretionary Time Off (DTO), and summer hours
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Wellness programs and social events Bonus
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Eligible for annual discretionary bonus, depending on individual and company performance
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Employee must be actively employed at the time the bonus is distributed
We are an equal opportunity employer. EEO/AA/D/V/F