Director - Business Process Outsourcing (52597)

Posted 5 Hours Ago
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Hiring Remotely in 92108, San Diego, CA, USA
In-Office or Remote
120K-240K Annually
Expert/Leader
Professional Services • Consulting • Financial Services • Cybersecurity
The Role
Directs outsourced financial operations for multiple clients, overseeing general ledger, payables, receivables, payroll, reporting, reconciliations, close processes, budgets, forecasts, and technical accounting. Manages onshore and offshore teams, client and stakeholder communications, accounting-system conversions, financial data analysis, and process improvements. Reviews accounting accuracy, prepares GAAP-compliant financial statements, and advises clients on accounting decisions.
Summary Generated by Built In

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! 

We are looking for an Business Process Outsourcing Director to join our Advisory Department. As a Director, you will be responsible for:

  • Run the day-to-day financial operations of our clients including the general ledger, payables, receivables, payroll, collections, and financial reporting
  • Monitor our team’s usage of our internal procedures, processes, and controls
  • Manage both onshore and offshore staff on an ongoing basis as they perform transactional activities, technical accounting activities, and synthesize data into reports or analysis for the clients
  • Assist in the preparation of financial statements in compliance with official guidelines and requirements
  • Manage communications with vendors, customers, partners, shareholders, banks, and other interested parties for each client
  • Manage journal entries, reconciliations, and coordinating the overall effort for the monthly and annual closing processes
  • Assist in the preparation of budgets and forecasts
  • Review the company’s accounting information to identify and resolve inaccuracies or imbalances
  • Convert customers to new accounting systems and perform cleanup activities on clients’ books and records
  • Advise and assist with technical accounting decisions
  • Develop models and analysis for client requests
  • Encourage ongoing improvement of internal operations, taking input from key business stakeholders (or senior staff) and developing process, technology, or structural improvements
Qualifications
  • Experience in not-for-profit preferred
  • Outstanding interpersonal communication skills and is highly effective in developing trusted relationships in person, over the phone, and through written communications
  • Proven experience as a Controller, Assistant Controller, or other similar position
  • Experience in several different industries - professional services, manufacturing, construction, and healthcare are particularly valued
  • Excellent knowledge of accounting and financial processes and of the structure necessary to run them efficiently and effectively (budgeting, financial closure, reporting etc.)
  • Knowledge and experience of GAAP (Generally Accepted Accounting Principles)
  • Understanding of data analysis and forecasting
  • Experience with multiple accounting systems which could include QuickBooks, Xero, Dynamics, NetSuite, Intacct, and other middle-market accounting and ERP packages
  • Expert in Excel
  • Well-organized with ability to prioritize
  • Excellent communication and interpersonal skills

Skills Required

  • Proven experience as a Controller, Assistant Controller, or similar position
  • Excellent knowledge of accounting and financial processes, including budgeting, financial close, and reporting
  • Knowledge and experience with Generally Accepted Accounting Principles (GAAP)
  • Understanding of data analysis and forecasting
  • Experience with multiple accounting systems, such as QuickBooks, Xero, Dynamics, NetSuite, or Intacct
  • Expert proficiency in Microsoft Excel
  • Excellent interpersonal and written communication skills
  • Ability to develop trusted relationships with clients and stakeholders
  • Experience across multiple industries, particularly professional services, manufacturing, construction, or healthcare
  • Experience in nonprofit organizations
  • Strong organization and prioritization skills
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The Company
3,502 Employees
Year Founded: 1979

What We Do

Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.

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