Senior Outsourced Bookkeeping Solutions (51506)
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CITRIN COOPERMAN ADVISORS LLC
Philadelphia, PA, US
Summary
The role involves planning and supervising BPO engagements, reviewing financial statements, and performing cash reconciliations. The Senior will also interact with client management to recommend process improvements and oversee the professional development of staff.
Job Description
Job DetailsJob Location: Philadelphia, PA 19103Position Type: Full Time / Experienced LevelSalary Range: $70,000.00 - $125,000.00 SalaryJob Category: Advisory - Business Process OutsourcingSenior Consultant – Outsourced Bookkeeping Solutions (OBS)
Position Overview
We are seeking a highly motivated and dynamic Senior Consultant to join our rapidly growing Outsourced Bookkeeping Solutions (OBS) team. This is a unique opportunity to play a key role in building and shaping a newly established service line within a high-performing BPO practice.
As a Senior Consultant, you will work directly with clients across a wide range of industries, helping to streamline financial operations, elevate reporting, and drive business insights. You will also have the opportunity to influence the structure, processes, and future direction of the OBS team, making a meaningful impact from day one.
This role offers a blend of client service, team leadership, and process innovation, along with the flexibility to contribute across our broader Business Process Outsourcing (BPO) practice.
Key Responsibilities
Client Delivery & Execution
Partner directly with clients of varying sizes and industries to execute a seamless and accurate month-end close process and perform day-to-day activities such as process payroll, oversee accounts payable, and process client billings
Provide ongoing accounting support throughout the month, addressing client needs in a proactive and responsive manner
Prepare and deliver monthly reporting packages and other requested supporting documentation
Potential to develop and maintain cash flows, budgets, and forecasts to support client decision-making
Process Development & Innovation
Design, build, and continuously improve month-end close processes and workflows
Document key accounting processes, policies, and internal controls
Identify opportunities to enhance efficiency, scalability, and consistency across the OBS service line
Contribute to the ongoing development and refinement of our growing OBS offering
Project Management & Analytics
Manage and execute project-based work, including both qualitative and quantitative analyses aimed at improving profitability and operational performance
Oversee project timelines, ensuring milestones and deliverables are met on schedule
Proactively identify and resolve challenges using a logical, data-driven approach
Provide consistent updates and insights to both internal teams and clients
Team Leadership & Development
Oversee and support dedicated OBS team members, including training, coaching, and day-to-day guidance
Foster a collaborative and high-performing team environment
Provide real-time feedback to team members to promote continuous development and quality improvement
Quality & Communication
Maintain a strong attention to detail to ensure accuracy, consistency, and high-quality deliverables
Communicate effectively with clients and internal stakeholders, providing clear and timely updates
Build strong client relationships through reliability, responsiveness, and value-added insights
What Sets This Role Apart
Influence & Ownership: Play a pivotal role in shaping a newly established and rapidly expanding service line
Growth Opportunity: Join a small, high-impact team with significant opportunity for advancement as the practice scales
Diverse Experience: Work across industries and client sizes, gaining exposure to a wide range of business models
Flexible Role: Contribute to both OBS and broader BPO engagements, expanding your skillset and client exposure
Qualifications
Bachelor’s degree in Accounting, Finance, or a related field
3–6+ years of relevant accounting or consulting experience (public accounting and/or outsourced accounting preferred)
Strong understanding of month-end close processes, day-to-day accounting and financial reporting
Experience managing client relationships and/or project-based work
Proven ability to manage multiple priorities in a fast-paced environment
Excellent analytical, organizational, and communication skills
Experience with cloud-based accounting systems (e.g., QuickBooks Online, Bill.com, etc.) preferred
Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
Founded
1979
Company size
1,001-5,000 employees
Industry
Professional Services
Org type
Privately Held
Headquarters
New York
Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
Founded
1979
Company size
1,001-5,000 employees
Industry
Professional Services
Org type
Privately Held
Headquarters
New York