Sr. Managed Acct Services Advisory

Job title: Sr. Managed Acct Services Advisory

About the Role BTVK Advisory is a leading advisory firm providing outsourced accounting services to clients. This role supports the delivery of core accounting functions and helps clients maintain accurate financial records while collaborating with technology platforms.

What You'll Do

• Provide accounting-related services to clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
• Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple entities, non-profits, unique reporting requirements, etc.)
• Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed to keep work progressing
• Answer general accounting and software questions and take on more complicated accounting work, escalating as needed
• Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
• Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
• Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
• Execute on defined processes and procedures and share ideas or recommendations for improvements
• Maintain and expand knowledge base of accounting principles and practices
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
• Stay adaptable, learn new technology and processes quickly and be able to work independently with clients; limited overtime as needed

What We're Looking For

• Bachelor’s degree required
• Minimum 3 years of experience in accounting, bookkeeping, or related field
• Experience in QuickBooks, Sage Intacct, Bill.com, CaseWare, Ramp or other ERP system a plus; MS Office Suite
• Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
• Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records
• Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
• Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
• Strong adaptability and multi-tasking skills. Ability to learn new technology and processes quickly
• Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate. A desire to work independently with clients. Ability to work limited overtime as needed

Nice to Have

• Experience with non-profits or complex reporting requirements (e.g., multiple entities, unique reporting needs) is a plus
• Experience with Ramp or other ERP systems and MS Office Suite is beneficial

Compensation & Benefits

• Salary and benefits not disclosed in the posting