Operations Specialist - Audit & Accounting

Job Type

Full-time

Description

About the Operations Specialist Role

The A&A Operations Specialist plays a critical role in supporting the day-to-day operations of the A&A Team. This essential role provides operational support which enables the BST A&A Team to maximize production and deliver exceptional client experience. The Operations Specialist requires a highly organized, detail-oriented individual with excellent communication skills to collaborate with both internal teams and external clients to streamline processes, improve service delivery, and drive overall line of business performance.

This is a full-time position requiring a minimum of 4 full days per week on-site (BST office).

Essential Functions:

• Develop close relationships with the team to consistently maintain a clear understanding of what success looks like.
• Take ownership and anticipate the day-to-day needs of the team, ensure a productive and successful team environment.
• Work collaboratively with cross-functional operations team.
• Proactively resolve time-sensitive issues, demonstrating excellent judgment and problem-solving skills.
  
  

In this role, you will:

• Manage day-to-day operations of the line of business focusing on team and firm goals
• Participate in line of business meetings and complete meeting minutes
• Create and manage line of business annual calendar as well as leader calendars
• Manage, create, schedule and execute new employee onboarding training in collaboration with Talent Team
• Coordinate and plan annual line of business outings
• Organize line of business meetings, including management of scheduling tools, scheduling, reminders, organizing catering etc.
• Oversight and execution of learning and development process for the line of business
• Prepare documents as needed – reports, presentations, correspondence, meeting agendas, supporting documents, meeting notes, etc.
• Monitor time entry for team members within the line of business
• Monitor tri-annual check-in process for team members
• Prepare and coordinate client proposals for A&A services
• Accurately enter and track expenses into billing software for outside vendors
• Monitor the workflow of A&A engagements, ensuring timeliness of deliverables based on deadlines
• Send and track arrangement letters and management representation letters to clients
• Collaborate with team to develop and implement streamlined process for binder & project roll forwards
• Process client engagement letters & required planning communications
• Collaborate with team to develop and implement streamlined processes for managing and tracking of audit confirmations
• Distribute final deliverables to clients
• Bind report copies for engagements
• Manage the process for lockdown checklist preparation
• Process specialized reporting on an ad hoc basis
• Analyze current operational processes and identify areas for improvement or automation
• Implement line of business initiatives, manage and implement projects and contribute to the overall vision and growth of the line of business and BST
• Assist in the planning and execution of operational projects, ensuring timely completion within budget
• Collaborate with cross-functional teams to ensure alignment and effective communication
• Serve as a point of contact for clients regarding operational inquiries and support
• Work closely with client service teams to enhance client satisfaction and service delivery
  
  

About BST

BST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Latham, serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high-net worth individuals. BST offers a broad portfolio of accounting and auditing, tax, consulting, outsourced accounting, talent strategy and marketing services, as well as valuations, forensic accounting, and litigation support. The firm is recognized as one of the Top 300 Accounting Firms in the U.S.

Why choose BST:

• Diversity of our Expertise
• Communication is Open and Objective
• Professional Environment and Attitude is Fostered
• Advancement is Encouraged
• Ideas are Welcome
• Community Impact and Employee Engagement
• Named one of Albany’s Best Places to Work 2018-2024
• Hybrid and Flexible Work Model
  
  

Please visit our website to learn more about BST’s Talent Experience.

Requirements

To be successful in this role, you will bring with you:

• Associates/Bachelor’s degree or equivalent practical experience
• A minimum of 5 years’ operational/administrative support or related role
• Experience in the professional services industry preferred
• Proficiency in project management tools and software preferred
• Proven track record of improving processes and enhancing operational efficiency
• Exceptional verbal and written communication skills for effective collaboration across teams and with stakeholders
• Ability to present information clearly and concisely to diverse audiences
• High level of accuracy and attention to detail in all aspects of work
• Excellent organizational skills with the ability to manage multiple tasks and projects simultaneously
• Strong team player with the ability to work independently and take initiative
• Excellent customer service orientation with a focus on building positive relationships
• Ability to thrive in a fast-paced environment and adapt to changing priorities
• Willingness to learn and grow within the role and contribute to BST’s success
• Strong project management skills required
• Ability to handle confidential information with utmost discretion and confidentiality
• Self-starting, critical problem solver who can switch priorities at a moment’s notice with minimal or no direction
• Advanced proficiency in Microsoft Office suite; Outlook, Word, Excel, Teams and PowerPoint skills
  
  

BST offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience; prior relevant experience, skill sets, training; licensure and certifications; market data and other business and organizational needs. A reasonable estimate of the current salary range for this role can be found in the posting, and an actual offer can vary based upon the role, hiring location, and qualifications. At BST, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each individual case. BST offers a robust benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life and disability insurance, flexible work, development and tuition reimbursement.

For additional information on BST’s total rewards, visit our website at: www.bstco.com

Salary Description

$60,000 - $90,000 annually