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BAS Manager

Chicago, United States

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

Reports departmental performance to management and offers suggestions about department strategy and resource utilization
Determine and suggest new processes to help efficiency
Relies on extensive experience and judgment to plan and accomplish goals
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
Hires, supervises, trains, mentors and develops all levels of department staff
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
Involved with engagement budgeting, delegating and monitoring workloads, along with providing training and feedback
Informs principal-in-charge of any potential issues and pro-actively attempts to resolve any conflicts
Strong project management and organization skills to oversee the engagement progress
Leads, manages and supervises the execution of multiple engagements by:
- 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
- Reviewing financial statement reports, general ledger maintenance and bank reconciliations prepared by department
- Assisting and reviewing client financial transactions records
- Compiling and reviewing financial reports for client management, such as cash revenue and expenditure analysis, accounts payable and receivable
- Reviewing the maintenance of cash, accounts receivable and accounts payable, inventory ledgers and other full-scare bookkeeping responsibilities
- Reviewing financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal
- Assisting clients and team with utilization of accounting software
- Reporting organization’s finances to client’s management, and offering suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts
Complies with federal, state, and company policies, procedures, and regulations
Possesses knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
Understands the implications of new information for both current and future problem-solving and decision-making
Ability to determine how a client’s system should work and how changes in conditions, operations, and the environment will affect outcomes
Frequently works with Microsoft Excel, Word, Outlook, ProFx, QuickBooks, Sage 50, Sage Intact and Bill.com
Proficient with Excel, Word, and ability to learn and train/supervise others on data extraction and other softwares used

Personal Responsibilities

Attend professional development and training sessions on a regular basis, along with directly educating the department
Follow and promote CDH Core Values and Five Star philosophy, including excellent client service, communication and interpersonal skills
Maintain and expand knowledge base in area of expertise
Take proactive career steps by being involved with business development and networking, on an ongoing basis

Qualifications

Bachelor’s Degree in accounting or related field
Current CPA license preferred
5+ years of public accounting experience or 8+ years of industry experience
Accounting software experience
Federal and state tax knowledge a plus
Native and/or Business level Japanese language skill a plus
Ability and willingness to travel to clients occasionally within the Firm’s market area

Benefits

Medical, dental, and vision insurance options
Employer-paid life and disability insurance
Flexible Spending and Health Savings Accounts
Tuition reimbursement and professional development support
Paid holidays, Discretionary Time Off (DTO), and summer hours
Wellness programs and social events

Bonus

Eligible for annual discretionary bonus, depending on individual and company performance
Employee must be actively employed at the time the bonus is distributed

We are an equal opportunity employer. EEO/AA/D/V/F

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