Citrin Cooperman is seeking a Business Process Outsourcing (BPO) Director.

Citrin Cooperman’s Business Process Outsourcing (BPO) practice specializes in providing ongoing finance operations, decision support and special finance projects to middle market companies. This position will act as an outsourced controller for our clients, partnering with their owners, partners, and shareholders to provide efficient and reliable finance operations, use their financial results to advise on their business, and evaluate opportunities to improve processes and technology to help them grow and make better strategic decisions.

Responsibilities, but not limited to:

• 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
• Strong Attention to detail and problem-solving ability
• Bachelor’s degree in accounting, finance or a relevant field is preferred
• Experience participating in an ERP implementation is a plus
• Professional certification (e.g. - CPA) is a plus.

What we offer:

• Competitive Base Salary
• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
• Employer contribution to Life Insurance, and 401(k) plan
• Generous Paid Time off, including Fall Wind Down Fridays
• Customized learning and development opportunities and continuing professional education both in-house and virtually
• Hybrid, flex, and remote work opportunities available
• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S.

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.