Qureos Mentor

CDH CPA

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

BAS Manager

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CDH CPA

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BAS Manager