BDO USA

Manage operational execution and performance across strategic partnerships, ensuring compliance and process optimization. | Requires 5+ years in partner operations or program management, proficiency with CRM and partner portals, and strong financial and process management skills. | Job Description Job Summary: The Partner Operations Manager oversees operational execution and performance across multiple strategic partnerships within the Strategic Partnerships team. This position is responsible for developing and maintaining frameworks for partner program execution, ensuring consistency and compliance across all alliances. The Manager leads process optimization initiatives, manages financial coordination for partner-funded initiatives, and serves as the primary escalation point for Microsoft partnership operations. This role maintains dashboards, validates program analytics, and ensures readiness for audits. The Partner Operations Manager acts as a liaison between partners, internal teams, and finance, while mentoring team members and driving operational excellence. Job Duties: • Oversees operational execution and performance across multiple strategic partnerships, primarily Microsoft. (others may include NetSuite, and UIPath) • Develops and maintains frameworks for partner program execution, ensuring consistency and compliance • Serves as the primary escalation point for partnership operations and mentors the Partner Operations Associates • Ensures accurate and timely execution of partner program requirements, including PAL, CPOR, and BizApps CPOR for Microsoft and equivalent programs for other partners as assigned • Validates and tracks partner associations, incentive eligibility, and program analytics partnerships as assigned • Maintains and enhances dashboards for visibility into partner program status, fund allocations, and performance metrics • Oversees invoice creation, PO management, and fund tracking for all partner-funded initiatives • Liaises with finance and partner operations teams to ensure compliance with internal billing processes and partner compliance requirements • Continuously improves financial workflows, reducing redundancy and enhancing clarity • Leads process optimization initiatives for partner operations, collaborating with cross-functional teams to enhance systems for communication, tracking engagements and incentives • Identifies, proposes, and implements enhancements to reporting tools and operational trackers • Oversees the creation and maintenance of internal resources, including guides, checklists, and process documentation • Supports readiness for audits and alignment of documentation with compliance standards • Acts as a liaison between partners, internal delivery teams, and finance to ensure alignment on program execution • Communicates program changes, operational updates, and escalations to relevant stakeholders • Other duties as required Supervisory Responsibilities: • Mentors and supports the Partner Operations Associate(s) and other team members Qualifications, Knowledge, Skills and Abilities: Education • High School Diploma or GED, required • Bachelors degree in Business or Finance, preferred Experience • Five (5) or more years of experience in partner operations, strategic alliances, or program management, required • Experience managing multiple strategic partnerships, preferred • Experience with CRM systems and tools supporting partnership tracking and execution, required License(s)/Certification(s) • System relevant partner certifications (e.g., Microsoft, Adobe, Salesforce), preferred Software • Proficiency with partner portals (e.g., Microsoft Partner Center), required • Experience with CRM systems and tools supporting partnership tracking and execution, required • Proficiency with Microsoft Office Suite, required Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $95,000 - $130,000 Maryland Range: $95,000 - $130,000 NYC/Long Island/Westchester Range: $95,000 - $130,000 *Benefits may be subject to eligibility requirements. Click here to find out more!

Manage operational execution and performance across strategic partnerships ensuring compliance and process optimization. | Requires 5+ years in partner operations or program management with proficiency in CRM and partner portals. | Job Description Job Summary: The Partner Operations Manager oversees operational execution and performance across multiple strategic partnerships within the Strategic Partnerships team. This position is responsible for developing and maintaining frameworks for partner program execution, ensuring consistency and compliance across all alliances. The Manager leads process optimization initiatives, manages financial coordination for partner-funded initiatives, and serves as the primary escalation point for Microsoft partnership operations. This role maintains dashboards, validates program analytics, and ensures readiness for audits. The Partner Operations Manager acts as a liaison between partners, internal teams, and finance, while mentoring team members and driving operational excellence. Job Duties: • Oversees operational execution and performance across multiple strategic partnerships, primarily Microsoft. (others may include NetSuite, and UIPath) • Develops and maintains frameworks for partner program execution, ensuring consistency and compliance • Serves as the primary escalation point for partnership operations and mentors the Partner Operations Associates • Ensures accurate and timely execution of partner program requirements, including PAL, CPOR, and BizApps CPOR for Microsoft and equivalent programs for other partners as assigned • Validates and tracks partner associations, incentive eligibility, and program analytics partnerships as assigned • Maintains and enhances dashboards for visibility into partner program status, fund allocations, and performance metrics • Oversees invoice creation, PO management, and fund tracking for all partner-funded initiatives • Liaises with finance and partner operations teams to ensure compliance with internal billing processes and partner compliance requirements • Continuously improves financial workflows, reducing redundancy and enhancing clarity • Leads process optimization initiatives for partner operations, collaborating with cross-functional teams to enhance systems for communication, tracking engagements and incentives • Identifies, proposes, and implements enhancements to reporting tools and operational trackers • Oversees the creation and maintenance of internal resources, including guides, checklists, and process documentation • Supports readiness for audits and alignment of documentation with compliance standards • Acts as a liaison between partners, internal delivery teams, and finance to ensure alignment on program execution • Communicates program changes, operational updates, and escalations to relevant stakeholders • Other duties as required Supervisory Responsibilities: • Mentors and supports the Partner Operations Associate(s) and other team members Qualifications, Knowledge, Skills and Abilities: Education • High School Diploma or GED, required • Bachelors degree in Business or Finance, preferred Experience • Five (5) or more years of experience in partner operations, strategic alliances, or program management, required • Experience managing multiple strategic partnerships, preferred • Experience with CRM systems and tools supporting partnership tracking and execution, required License(s)/Certification(s) • System relevant partner certifications (e.g., Microsoft, Adobe, Salesforce), preferred Software • Proficiency with partner portals (e.g., Microsoft Partner Center), required • Experience with CRM systems and tools supporting partnership tracking and execution, required • Proficiency with Microsoft Office Suite, required Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $95,000 - $130,000 Maryland Range: $95,000 - $130,000 NYC/Long Island/Westchester Range: $95,000 - $130,000 *Benefits may be subject to eligibility requirements. Click here to find out more!

Lead multi-workstream technology and business transformation projects with governance, vendor management, and executive communication. | Experienced project manager with strong analytical, communication, and project planning skills, preferably with client-facing consulting experience and knowledge of ERP and finance processes. | Job Description Job Summary: The Accounting & Reporting Advisory Services Project Manager will be part of an Accounting & Reporting Advisory Services team supporting projects in the areas of Technology Enablement; Business Process Improvement; Finance and Business Operations; in addition to Business Transformation and Operational Excellence efforts. Job Duties: • Acts as primary contact for clients and/or engagement team leads regarding all questions and information, including progress, challenges encountered, and issues identified • Provides exceptional client service and develops advanced level deliverables and/or solutions to client issues • Establishes engagement budget, provides recommendations for project scope and underlying pricing changes, as needed • Prepares periodic and timely billings, and manages adjustments to engagement realization, as needed • Identifies, grows, and maintains strategic relationships with client personnel, including members of client management • Prepares formal and informal presentations for client meetings • Identifies new business opportunities to expand the Accounting & Reporting Advisory Services practice and communicates such opportunities to his/her engagement leaders • Participates in marketing and business development activities within practice • Drafts proposals and reports, and completes research, when needed • Administers project plans • Communicates and oversees the project plan making updates as directed by the management team • Manages tasks closely to make sure they are being completed and in a timely manner • Gathers deliverables and distributes project documents appropriately • Documents information from internal project meetings • Identifies and tracks any gaps or issues in the project • Schedules meetings with the management team and the project team • Escalates any issues to management as needed • Prepares and distributes project communications • Fosters a positive demeanor, learning attitude and client service mentality with client and ARAS team members • Other specific duties as required by individual clients Supervisory Responsibilities: • May supervise the day-to-day workload of other personnel on assigned engagements and reviews work products • Acts as mentor to others, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required Experience: • Five (5) or more years of professional experience, required • Strong analytical, facilitation, documentation, and communication skills, required • Strong project planning, scoping and management skills, required • Strong business process analysis & design and process flow skills or a strong understanding of Technology, Operations, or Finance functions, required • Client facing consulting experience, preferred • Project Management experience, preferred License/Certifications: • N/A Software: • ERP knowledge, preferred • Knowledge of project management practices, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Strong verbal and written communication skills • Excellent interpersonal and customer relationship skills • Detail oriented • Able to work in a deadline-driven environment • Capable of successfully multi-tasking while working independently or within a group environment • Professional demeanor • Strong problem identification and solving skills • Able to travel 25% to perhaps as much as 50% of the time, as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $125,000 - $140,000 Maryland Range: $125,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $140,000

Manage and oversee accounting and reporting advisory service projects including client communication, project planning, and team supervision. | Bachelor's degree with 5+ years professional experience, strong project management and business process skills, client-facing consulting preferred. | Job Description Job Summary: The Accounting & Reporting Advisory Services Project Manager will be part of an Accounting & Reporting Advisory Services team supporting projects in the areas of Technology Enablement; Business Process Improvement; Finance and Business Operations; in addition to Business Transformation and Operational Excellence efforts. Job Duties: • Acts as primary contact for clients and/or engagement team leads regarding all questions and information, including progress, challenges encountered, and issues identified • Provides exceptional client service and develops advanced level deliverables and/or solutions to client issues • Establishes engagement budget, provides recommendations for project scope and underlying pricing changes, as needed • Prepares periodic and timely billings, and manages adjustments to engagement realization, as needed • Identifies, grows, and maintains strategic relationships with client personnel, including members of client management • Prepares formal and informal presentations for client meetings • Identifies new business opportunities to expand the Accounting & Reporting Advisory Services practice and communicates such opportunities to his/her engagement leaders • Participates in marketing and business development activities within practice • Drafts proposals and reports, and completes research, when needed • Administers project plans • Communicates and oversees the project plan making updates as directed by the management team • Manages tasks closely to make sure they are being completed and in a timely manner • Gathers deliverables and distributes project documents appropriately • Documents information from internal project meetings • Identifies and tracks any gaps or issues in the project • Schedules meetings with the management team and the project team • Escalates any issues to management as needed • Prepares and distributes project communications • Fosters a positive demeanor, learning attitude and client service mentality with client and ARAS team members • Other specific duties as required by individual clients Supervisory Responsibilities: • May supervise the day-to-day workload of other personnel on assigned engagements and reviews work products • Acts as mentor to others, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required Experience: • Five (5) or more years of professional experience, required • Strong analytical, facilitation, documentation, and communication skills, required • Strong project planning, scoping and management skills, required • Strong business process analysis & design and process flow skills or a strong understanding of Technology, Operations, or Finance functions, required • Client facing consulting experience, preferred • Project Management experience, preferred License/Certifications: • N/A Software: • ERP knowledge, preferred • Knowledge of project management practices, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Strong verbal and written communication skills • Excellent interpersonal and customer relationship skills • Detail oriented • Able to work in a deadline-driven environment • Capable of successfully multi-tasking while working independently or within a group environment • Professional demeanor • Strong problem identification and solving skills • Able to travel 25% to perhaps as much as 50% of the time, as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $125,000 - $140,000 Maryland Range: $125,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $140,000

Manage accounting and reporting advisory projects involving technology enablement, business process improvement, and finance operations. | Requires 5+ years professional experience, strong project planning and business process skills, and client-facing consulting experience preferred. | Job Summary JOB DESCRIPTION The Accounting & Reporting Advisory Services Project Manager will be part of an Accounting & Reporting Advisory Services team supporting projects in the areas of Technology Enablement; Business Process Improvement; Finance and Business Operations; in addition to Business Transformation and Operational Excellence efforts. Job Duties • Acts as primary contact for clients and/or engagement team leads regarding all questions and information, including progress, challenges encountered, and issues identified • Provides exceptional client service and develops advanced level deliverables and/or solutions to client issues • Establishes engagement budget, provides recommendations for project scope and underlying pricing changes, as needed • Prepares periodic and timely billings, and manages adjustments to engagement realization, as needed • Identifies, grows, and maintains strategic relationships with client personnel, including members of client management • Prepares formal and informal presentations for client meetings • Identifies new business opportunities to expand the Accounting & Reporting Advisory Services practice and communicates such opportunities to his/her engagement leaders • Participates in marketing and business development activities within practice • Drafts proposals and reports, and completes research, when needed • Administers project plans • Communicates and oversees the project plan making updates as directed by the management team • Manages tasks closely to make sure they are being completed and in a timely manner • Gathers deliverables and distributes project documents appropriately • Documents information from internal project meetings • Identifies and tracks any gaps or issues in the project • Schedules meetings with the management team and the project team • Escalates any issues to management as needed • Prepares and distributes project communications • Fosters a positive demeanor, learning attitude and client service mentality with client and ARAS team members • Other specific duties as required by individual clients Supervisory Responsibilities • May supervise the day-to-day workload of other personnel on assigned engagements and reviews work products • Acts as mentor to others, as appropriate Education Qualifications, Knowledge, Skills and Abilities: • Bachelor’s degree, required Experience • Five (5) or more years of professional experience, required • Strong analytical, facilitation, documentation, and communication skills, required • Strong project planning, scoping and management skills, required • Strong business process analysis & design and process flow skills or a strong understanding of Technology, Operations, or Finance functions, required • Client facing consulting experience, preferred • Project Management experience, preferred License/Certifications • N/A Software • ERP knowledge, preferred • Knowledge of project management practices, preferred Language • N/A Other Knowledge, Skills & Abilities • Strong verbal and written communication skills • Excellent interpersonal and customer relationship skills • Detail oriented • Able to work in a deadline-driven environment • Capable of successfully multi-tasking while working independently or within a group environment • Professional demeanor • Strong problem identification and solving skills • Able to travel 25% to perhaps as much as 50% of the time, as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $125,000 - $140,000 Maryland Range: $125,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $140,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Provide comprehensive administrative support including calendar management, meeting coordination, and invoice processing. | Requires high school diploma with 3+ years administrative experience; bachelor's degree and professional services experience preferred. | Job Summary: The Administrative Assistant (AA) is responsible for providing in-office administrative support to their assigned office, but may also be assigned duties related to a geographical market and/or Geo. Duties assigned will use a variety of administrative systems and follow firm policies and procedures. The AA will be charged with providing administrative support services in accordance with BDO standards and will work with management members (principals and directors), service team or teams, an office or related offices to support, and/or national team or teams as needed. Duties may also include facility related duties, front desk and/or mail room duties.  This is a variable hybrid role that may require up to full-time, on-site support, based on location and office needs.   Job Duties: * Supports various departments through standardized processing of assigned tasks using various firm systems, tools, and software. Support may include: * Providing support to an assigned centralized administrative support ticket(s). * Providing support to another administrative support teams or office.  * Providing support to a national, Geo or market team(s) including the e-filing support for national tax administration team * Provides administrative support for larger scale in-office, market-wide meetings and conferences, including scheduling with Principals and Firm leaders, managing calendar invites, meeting room reservations and handling catering and set-up. * Assists Office Administrator with obtaining coding and approval for vendor invoices including processing client invoices accurately with information provided by management. May include various firm/office membership or licenses.  * Assists with new hire onboarding and employee offboarding as directed.  * Provides expense reporting support by submitting an expense report ticket * Collaborates with management to set up new clients, maintain and manage client data, billings and other ad hoc request  * Produces a variety of materials including but not limited to letters, memoranda, interoffice communications, confidential presentations, and reports.  * Handles related tax support services on a seasonal or as needed basis.   * Other duties as required   Qualifications, Knowledge, Skills & Abilities: Education: * High School Diploma, GED or equivalent, required * Bachelor’s degree, preferred Experience: * Three (3) or more years of administrative experience, required * Professional services firm experience, preferred Software: * Advanced level of proficiency in Microsoft Office Suite, required * Experience with firm’s ERP preferred Language: * N/A Other Knowledge, Skills & Abilities: * Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail * Advanced or expert in computer skills:  Word, Excel, Outlook, PowerPoint.  Experience in Peoplesoft database recommended  * Excellent written and verbal communication skills including superior grammar, spelling, and punctuation that enable the incumbent to work with top level management and other executive level clients. * Possesses superior customer service skills. Displays independent judgment, finesse and diplomacy in all situations  * Consistently seeks to improve processes * Excellent organizational skills and detail oriented that enable efficient and effective multi-tasking * Capable of managing highly confidential information * Ability to work well with all levels of management as well as outside external clients  * Team player who is willing to help out as needed   Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.                                                                     California Range: $26.00/hr - $35.00/hr Colorado Range: $24.00/hr - $38.50/hr Maryland Range: $28.00/hr - $32.00/hr Minnesota Range: $28.85/hr - $32.70/hr NYC/Long Island/Westchester Range: $36.00/hr - $38.50/hr Washington Range: $26.00/hr - $35.00/hr Washington DC Range: $28.00/hr - $32.00/hr Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.  At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.  We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: * Welcoming diverse perspectives and understanding the experience of our professionals and clients * Empowering team members to explore their full potential * Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities * Celebrating ingenuity and innovation to transform our business and help our clients transform theirs * Focus on resilience and sustainability to positively impact our people, clients, and communities * BDO Total Rewards that encompass so much more than traditional “benefits.”  Click here to find out more! [https://www.bdo.com/getmedia/792cf457-f43e-4bb7-a937-a0f8d55f6ecb/BDO-Benefits-Brochure.pdf] *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! [https://protect-us.mimecast.com/s/US5qCDkoYJC5g3L6SWPvmU?domain=nam12.safelinks.protection.outlook.com]

Manage financial systems projects including planning, testing, stakeholder coordination, and post-implementation support. | Requires experience managing financial system projects, strong stakeholder management, and PMP certification preferred. | Job Description Job Summary: The Financial Systems Project & UAT Manager is responsible for driving financial systems initiatives that support finance transformation, operational efficiency, financial reporting, planning, and accounting process improvements. This role manages cross-functional projects from intake and discovery through design, configuration, testing, UAT testing cutover, go-live, and post-implementation support. This role partners with Finance, Accounting, IT, business stakeholders, vendors, and implementation partners to translate business needs into actionable business requirements, project plans, manage risks and dependencies and deliver financial system solutions aligned with business objectives and internal control requirements. Job Duties: • Creates and maintains project artifacts including charters, scope statements, schedules, budgets, RAID logs, change requests, cutover plans, testing plans, status reports, and closeout documentation, including required approvals and signoffs • Facilitates recurring project governance meetings with Finance, Accounting, IT, vendors, implementation partners, analysts, developers, and leadership to drive decisions, resolve blockers, and maintain alignment with project scope and objectives • Coordinates requirements gathering, solution design, configuration readiness, data conversion, integration dependencies, and reporting needs • Partners with Financial Systems Business Process Leads, Finance SMEs to develop test scripts, data validation plans, and compliance documentation for UAT and quarterly release readiness • Participates in coordinating and managing ERP delivered items to Finance within Azure DevOps for UAT testing, related documentation, and required signoffs along with ensuring that corresponding ServiceNow ticket is accurately up to date • Manages project scope, milestones, resource capacity, dependencies, risks, issues, and budget tracking to support timely delivery of initiatives • Serves as a liaison between technical, functional, finance, and vendor teams to ensure integrations, security roles, workflow approvals, reporting, and financial controls are appropriately planned, documented, tested, and implemented • Prepares clear executive-ready project updates for steering committees, sponsors, and management, including accomplishments, upcoming milestones, key decisions, risks, issues, and mitigation plans • Supports change management, communications, training coordination, adoption planning, hyper care, and transition-to-support activities for financial system deployments and enhancements • Responds promptly to inquiries and provides accurate, thorough answers using knowledge of financial applications, project management practices, and internal resources • Other duties as required Supervisory Responsibilities: • Manages UAT Test Coordinator/Lead responsible for coordinating user acceptance testing activities, tracking test execution and ensuring testing documentation and signoffs are completed timely Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree and five (5) or more years of experience working with financial systems, required; or High School Diploma or equivalent and nine (9) or more years of experience working with financial systems, required • Bachelor's degree in Accounting, Finance, or Information Technology, preferred • Master's degree, preferred Experience: • Experience directing the work of cross-functional Finance, Accounting, IT, vendor, and implementation partner resources in a project-oriented capacity, required • Experience managing project plans, risks, issues, dependencies, testing, cutover, and post-go-live support for financial system initiatives, required • Experience as a Project Manager, Business Systems Analyst, Financial Systems Analyst, or Accounting/Finance SME supporting Oracle Fusion ERP, OneStream EPM, or comparable financial systems, preferred • Experience using Waterfall, Agile, or hybrid project management methodologies for ERP/EPM implementation, enhancement, and support efforts, preferred License/Certifications: • Project Management Professional (PMP) or similar certification, preferred Software: • Experience with project planning, collaboration, ticketing, and reporting applications used to manage project scope, timelines, risks, issues, dependencies, and status reporting, preferred • Experience managing projects in connection with Oracle Fusion ERP, OneStream EPM, financial consolidation, planning, budgeting, forecasting, close management, reporting, integrations, or data conversion, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Knowledge of financial systems project delivery in production ERP and EPM environments, including governance, controls, security, testing, release management, and support transition practices • Understanding of core finance processes such as general ledger, accounts payable, accounts receivable, procurement, project accounting, close and consolidation, planning, budgeting, forecasting, reporting, and analytics • Strong ability to coordinate, identify, prioritize, manage, and control project milestones, deliverables, risks, issues, dependencies, and decisions to achieve strategic business objectives • Ability to translate business requirements into actionable functional, technical, testing, integration, reporting, and change management workplans • Excellent interpersonal and customer relationship skills with the ability to collaborate effectively across Finance, Accounting, IT, leadership, vendors, and implementation partners • Strong written and verbal communication skills, including the ability to prepare executive-ready project updates, decision summaries, meeting notes, and project documentation • Ability to work independently and in a self-directed capacity while maintaining alignment with sponsors, stakeholders, and project governance expectations • Demonstrated problem-solving skills with the ability to analyze complex issues, recommend practical solutions, and escalate risks or decisions appropriately • Ability to facilitate meetings efficiently and effectively, drive accountability, and maintain momentum across multiple workstreams • Ability to develop project documentation using process flows, timelines, dependency maps, status dashboards, issue logs, and other visual tools • Positive attitude, willingness to learn, and strong interest in finance, accounting, ERP, EPM, reporting, and financial systems transformation Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $120,000 - $130,000 Maryland Range: $120,000 - $130,000 NYC/Long Island/Westchester Range: $120,000 - $130,000

Manage financial systems projects including planning, testing, stakeholder coordination, and post-implementation support. | Experienced project manager with financial systems knowledge, strong stakeholder management, and PMP certification. | Job Summary JOB DESCRIPTION The Financial Systems Project & UAT Manager is responsible for driving financial systems initiatives that support finance transformation, operational efficiency, financial reporting, planning, and accounting process improvements. This role manages cross-functional projects from intake and discovery through design, configuration, testing, UAT testing cutover, go-live, and post-implementation support. This role partners with Finance, Accounting, IT, business stakeholders, vendors, and implementation partners to translate business needs into actionable business requirements, project plans, manage risks and dependencies and deliver financial system solutions aligned with business objectives and internal control requirements. Job Duties • Creates and maintains project artifacts including charters, scope statements, schedules, budgets, RAID logs, change requests, cutover plans, testing plans, status reports, and closeout documentation, including required approvals and signoffs • Facilitates recurring project governance meetings with Finance, Accounting, IT, vendors, implementation partners, analysts, developers, and leadership to drive decisions, resolve blockers, and maintain alignment with project scope and objectives • Coordinates requirements gathering, solution design, configuration readiness, data conversion, integration dependencies, and reporting needs • Partners with Financial Systems Business Process Leads, Finance SMEs to develop test scripts, data validation plans, and compliance documentation for UAT and quarterly release readiness • Participates in coordinating and managing ERP delivered items to Finance within Azure DevOps for UAT testing, related documentation, and required signoffs along with ensuring that corresponding ServiceNow ticket is accurately up to date • Manages project scope, milestones, resource capacity, dependencies, risks, issues, and budget tracking to support timely delivery of initiatives • Serves as a liaison between technical, functional, finance, and vendor teams to ensure integrations, security roles, workflow approvals, reporting, and financial controls are appropriately planned, documented, tested, and implemented • Prepares clear executive-ready project updates for steering committees, sponsors, and management, including accomplishments, upcoming milestones, key decisions, risks, issues, and mitigation plans • Supports change management, communications, training coordination, adoption planning, hyper care, and transition-to-support activities for financial system deployments and enhancements • Responds promptly to inquiries and provides accurate, thorough answers using knowledge of financial applications, project management practices, and internal resources • Other duties as required Supervisory Responsibilities • Manages UAT Test Coordinator/Lead responsible for coordinating user acceptance testing activities, tracking test execution and ensuring testing documentation and signoffs are completed timely Education Qualifications, Knowledge, Skills and Abilities: • Bachelor’s degree and five (5) or more years of experience working with financial systems, required; or High School Diploma or equivalent and nine (9) or more years of experience working with financial systems, required • Bachelor’s degree in Accounting, Finance, or Information Technology, preferred • Master's degree, preferred Experience • Experience directing the work of cross-functional Finance, Accounting, IT, vendor, and implementation partner resources in a project-oriented capacity, required • Experience managing project plans, risks, issues, dependencies, testing, cutover, and post-go-live support for financial system initiatives, required • Experience as a Project Manager, Business Systems Analyst, Financial Systems Analyst, or Accounting/Finance SME supporting Oracle Fusion ERP, OneStream EPM, or comparable financial systems, preferred • Experience using Waterfall, Agile, or hybrid project management methodologies for ERP/EPM implementation, enhancement, and support efforts, preferred License/Certifications • Project Management Professional (PMP) or similar certification, preferred Software • Experience with project planning, collaboration, ticketing, and reporting applications used to manage project scope, timelines, risks, issues, dependencies, and status reporting, preferred • Experience managing projects in connection with Oracle Fusion ERP, OneStream EPM, financial consolidation, planning, budgeting, forecasting, close management, reporting, integrations, or data conversion, preferred Language • N/A Other Knowledge, Skills & Abilities • Knowledge of financial systems project delivery in production ERP and EPM environments, including governance, controls, security, testing, release management, and support transition practices • Understanding of core finance processes such as general ledger, accounts payable, accounts receivable, procurement, project accounting, close and consolidation, planning, budgeting, forecasting, reporting, and analytics • Strong ability to coordinate, identify, prioritize, manage, and control project milestones, deliverables, risks, issues, dependencies, and decisions to achieve strategic business objectives • Ability to translate business requirements into actionable functional, technical, testing, integration, reporting, and change management workplans • Excellent interpersonal and customer relationship skills with the ability to collaborate effectively across Finance, Accounting, IT, leadership, vendors, and implementation partners • Strong written and verbal communication skills, including the ability to prepare executive-ready project updates, decision summaries, meeting notes, and project documentation • Ability to work independently and in a self-directed capacity while maintaining alignment with sponsors, stakeholders, and project governance expectations • Demonstrated problem-solving skills with the ability to analyze complex issues, recommend practical solutions, and escalate risks or decisions appropriately • Ability to facilitate meetings efficiently and effectively, drive accountability, and maintain momentum across multiple workstreams • Ability to develop project documentation using process flows, timelines, dependency maps, status dashboards, issue logs, and other visual tools • Positive attitude, willingness to learn, and strong interest in finance, accounting, ERP, EPM, reporting, and financial systems transformation Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $120,000 - $130,000 Maryland Range: $120,000 - $130,000 NYC/Long Island/Westchester Range: $120,000 - $130,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Lead consulting engagements integrating AI and cybersecurity, manage project lifecycles, and develop marketing and proposals to grow the firm's position. | Requires 6+ years consulting, 5+ years information security, 3+ years complex project management, bachelor's degree, and preferred security certifications. | Job Summary: The Experienced Manager, Cyber is a consulting leader for the intersection of Artificial Intelligence (AI) and cybersecurity implementation.  This consulting leader leverages experience in both AI approaches and tools and security to build confidence with customers. This role also coordinates all aspects of a project, and ensures risk is managed, mitigated, or escalated as quickly as possible. In addition, this role works with BDO Channel Partners and practice leadership to develop marketing positions, presentations, statements of works, proposals, and RFP responses to promote BDO’s position in the marketplace with critical business partners, our clients, and attract potential future clients. Job Duties: * Supports practice development in the areas of cybersecurity of AI, across Microsoft AI offerings Contribute to BDO’s thought leadership and marketing materials on security services for AI projects, with a focus on Microsoft-first AI approaches * Understands client needs to develop project plans, resource plans, establishes reporting and metrics, and provides the client with regular updates * Manages day-to-day project requirements, as well as on-site and/or remote team * Participates and conducts business unit, legal, IT, privacy and/or governance interviews and meetings * Coordinates all aspects of a project, and ensures risk is managed, mitigated, or escalated as quickly as possible * Reviews and edits policies, processes, workflows, and work instructions to align them with industry standards (e.g., NIST, ISO, GLBA, GDRP) * Collects data, coordinates use of software and develops data maps that identify data flow and storage locations of sensitive data sources * Conducts research on Cyber software and capabilities to provide clients with solutions that improve their compliance, risk management and governance functions * Works with BDO Channel Partners to develop statements of works, proposals, and RFP responses to integrate products and services * Manages project teams to ensure client projects are delivered on time and budget * Acts as a contact for client questions and inquires * Develops and/or edits client reports with minimal oversight * Manages and validates the quality of client deliverables * Supports the development of RFI’s and RFP’s, as well as subject matter expert presentations and proposals * Other duties as required Supervisory Responsibilities: * Supervises the workload of Senior Associates and Associates on assigned engagements and reviews work product, as needed * Ensures Senior Associates and Associates are trained on all relevant software, practice tools and processes * Evaluates the performance of Senior Associates and Associates, and assists in the development of goals and objectives to enhance professional development * Delivers periodic performance feedback, and completes performance evaluations for Senior Associates and Associates in accordance with Firm guidance * Acts as mentor to Senior Associates and Associates, as appropriate * Acts as a leader, and projects a professional, positive attitude toward client and firm personnel Qualifications, Knowledge, Skills, and Abilities: Education: * High School or GED Equivalent, required * Bachelor’s degree, preferred; focus in Computer Science, Information Assurance or Information Governance, preferred Experience: * Six (6) or more years of consulting experience, required  * Three (3) or more years of experience managing large, complex projects including budget, scope and deliverables, required  * Five (5) or more years of information security experience, required * Experience with securing systems including machine learning, Azure Cognitive services, Azure AI services, or Microsoft Copilot, preferred License(s)/Certification(s): * A Major information security certification (CISA, CISM, CGEIT, CCISO, CCSP, CISSP, or GIAC certifications etc.), preferred Software: * Proficient in the use of Microsoft Office Suite, including Office 365, OneDrive, SharePoint and Visio, preferred * Advanced proficiency in the use of Microsoft PowerPoint skills, preferred * Knowledge and/or experience with Microsoft security products, including Defender, Purview, Entra, and similar, preferred Other Knowledge, Skills & Abilities: * Knowledge and experience with sales and/or marketing and thought leadership development * Executive presence and ability to act as primary contact on assigned engagements * Ability to work with global corporate clients, and ability to up-sell after the first engagement * Excellent verbal, written, and presentation communication skills * Solid organizational skills, especially the ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Ability to work in a deadline-driven environment, and handle multiple projects simultaneously * Ability to interact effectively with people at all organizational levels of the Firm and with clients * Ability to build and maintain strong relationships with internal and client personnel * Ability to encourage a team environment on engagements, and contribute to the professional development of assigned personnel   Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.   California Range:  $150,000 - $170,000 Colorado Range:  $150,000 - $170,000                                                                                                                                                   Illinois Range:  $150,000 - $170,000  Maryland Range:  $150,000 - $170,000  Minnesota Range:  $150,000 - $170,000  NYC/Long Island/Westchester Range:  $150,000 - $170,000 Washington Range:  $150,000 - $170,000 Washington DC Range:  $150,000 - $170,000  Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.  At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.  We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: * Welcoming diverse perspectives and understanding the experience of our professionals and clients * Empowering team members to explore their full potential * Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities * Celebrating ingenuity and innovation to transform our business and help our clients transform theirs * Focus on resilience and sustainability to positively impact our people, clients, and communities * BDO Total Rewards that encompass so much more than traditional “benefits.”  Click here to find out more! [https://www.bdo.com/getmedia/792cf457-f43e-4bb7-a937-a0f8d55f6ecb/BDO-Benefits-Brochure.pdf] *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! [https://protect-us.mimecast.com/s/US5qCDkoYJC5g3L6SWPvmU?domain=nam12.safelinks.protection.outlook.com]

Manage and improve financial reporting platforms and OneStream system operations to ensure accurate and timely financial data delivery. | Bachelor's degree with 7+ years financial systems experience, strong communication, leadership, and technical skills in BI tools and financial reporting systems. | Job Summary JOB DESCRIPTION The Financial Systems BI Manager - Reporting & Operations - is responsible for managing the business administration, reliability, and continuous improvement of the firm’s reporting platforms with a focus on actuals reporting, dashboards, controls, governance, and financial system processes that support the firm’s reporting. The Manager is responsible for managing the availability and reliability of the OneStream reporting system from a business perspective. This role leads the design, evaluation, testing, implementation, and support of applications, reports, dashboards, and data processes that enable accurate and timely financial reporting that is actively used by the organization. This position serves as a primary business contact for OneStream configuration, reporting structures, process controls, security administration, security maintenance, compliance, system updates, version upgrades, and operational support. This role leads cross-functional coordination with Finance, IT, Internal Audit, and business SMEs in strengthening reporting processes, improving data quality and maintaining compliance with audit requirements. This role ensures the OneStream platform remains aligned with vendor deployment schedules, supported release timelines, and sunset date requirements. In this role, the manager has strong communication skills and must interact regularly and comfortably across various departments, speaking in business acumen with the business field with the ability to effectively translate to technical acumen with IT teams and cross functional Management teams. The manager has leadership qualities of mentoring, growing and motivating financial system professionals, along with taking responsibility and accountability of accomplishing team goals. The manager is responsible for the development of an effective system maintenance process for applying system updates to stay code compliant, which includes the creation of an integrated project schedule with cross member teams. This role involves executing tasks in accordance with established plans, as well as continuously updating and adjusting those plans to accommodate changing business-related circumstances. The manager is responsible for making timely, effective decisions and effectively communicating those decisions both up and down the support, project & management structures. Job Duties • Manages OneStream processes related to actuals, reporting, dashboards, workflow administration, and financial data validation • Manages the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within OneStream • Serves as the primary business contact for OneStream actuals reporting, system configuration, report design, process improvements, operational support, and platform release management • Facilitates business process and reporting requirement sessions to define scope, document requirements, and improve reporting efficiency and control execution • Assesses impacts of change requests related to reporting, dashboards, integrations, controls, and financial data processes • Coordinates the evaluation, testing, validation, and implementation of OneStream releases, patches, and upgrades to maintain platform stability and compliance with vendor support requirements • Partners with IT and business SMEs to schedule and execute OneStream upgrades in accordance with vendor deployment timeframes and internal change management standards • Ensures change control and change management procedures are followed for system changes, report modifications, upgrade activities, and process updates • Investigates and resolves complex system, reporting, data, and upgrade-related issues by coordinating with appropriate internal and external resources • Participates in system updates, enhancements, integrations, and testing while ensuring compliance with audit controls and established governance standards • Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness • Manages security procedures, responds to security inquiries related to access, role appropriateness, and segregation of duties. Performs security configurations when needed • Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs • Participates in internal and external audit activities by providing evidence of executed system controls, reporting procedures, release management activities, and governance documentation • Supports preparation of system project budgets, staffing plans, and recommendations related to reporting, platform support, and system enhancement initiatives • Leads data governance efforts across functional business teams by promoting data integrity, accurate configurations, validation processes, and controlled data ownership • Supports vendor relationships and participates in advisory discussions when appropriate and available • Supports and assists with change management processes that identify reporting, system, and release changes, assess impacts, and support approvals • Supports team members with troubleshooting and resolving OneStream support tickets • Supports Cube View design, maintenance, data adapters, and parameter configuration from a business perspective • Supports Quick View functionality and creates new reporting views as needed • Supports XFSet data processes, including creation, validation, and loading into OneStream • Develops and maintains policies, procedures, test scripts, process documentation, release documentation, and control evidence for financial systems operations • Leads the administration and governance of OneStream security roles, user groups, and access permissions to align with approved business requirements and control standards • Oversees user provisioning, access changes, and deprovisioning activities within OneStream in accordance with established security procedures • Directs the design, maintenance, and ongoing optimization of role-based security within OneStream to support appropriate access to dashboards, reports, workflows, Cube Views, Quick Views, and financial data • Reviews and approves OneStream security assignments to ensure access remains appropriate, controlled, and aligned with job responsibilities • Coordinates OneStream user access reviews to support compliance and governance requirements • Ensures documentation is maintained for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements • Leads the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts • Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements • Other duties as required Supervisory Responsibilities • Monitors and provides performance feedback of Financial Systems Analysts professionals throughout the performance year • Ensures Financial Systems Analyst professionals are effectively trained on systems and processes related to the Finance Department • Prepares and conducts annual performance reviews for Financial Systems Analyst professionals • Assists Financial Systems Analyst professionals with prioritization of workload, communications, etc. and delegates work assignments to Financial Systems Analyst professionals, as appropriate • Oversees, coaches, and mentors System Analysts and workstream business owners on development of test scripts, policies, and procedures • Proactively leads and mentors the growth of collaborating and strategizing with IT, financial systems, and business teams to drive system efficiencies across the business • Coordinates, assembles, and trains team members on process to conform to general audit controls on system projects, system operations, documentation, process improvements, new implementations, fixes, and updates Qualifications, Knowledge, Skills, And Abilities Education • Bachelor’s degree and seven (7) or more years of experience working with financial systems, required; or High School Diploma or equivalent and eleven (11) or more years of experience working with financial systems, required • Bachelor’s degree in accounting or finance, preferred • Master's degree, preferred Experience • Experience working within a professional services firm such as accounting, financial services, marketing, business advisory and/or banking industries, preferred • Supervisory experience, preferred License(s)/Certification(s) • N/A Software • Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required • Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, PowerBi, FDI/FAW), preferred Language(s) • N/A Other Knowledge, Skills, & Abilities • Superior verbal and written communication skills • Strong technical and data analysis skills • Capable of working and communicating effectively with professionals at all levels • Ability to work in a deadline-driven environment with an attention to detail • Superior analytical and diagnostic skills, and ability to apply analysis in determining appropriate next steps • Excellent computer skills, and the aptitude to learn new software applications • Superior customer service skills • Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $120,000 - $140,000 Maryland Range: $120,000 - $140,000 NYC/Long Island/Westchester Range: $120,000 - $140,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Manage and improve financial reporting platforms, lead OneStream system administration, and oversee cross-functional coordination for accurate financial reporting. | Bachelor's degree with 7+ years in financial systems, supervisory experience preferred, strong communication and technical skills, proficiency in BI tools. | Job Summary JOB DESCRIPTION The Financial Systems BI Manager - Reporting & Operations - is responsible for managing the business administration, reliability, and continuous improvement of the firm’s reporting platforms with a focus on actuals reporting, dashboards, controls, governance, and financial system processes that support the firm’s reporting. The Manager is responsible for managing the availability and reliability of the OneStream reporting system from a business perspective. This role leads the design, evaluation, testing, implementation, and support of applications, reports, dashboards, and data processes that enable accurate and timely financial reporting that is actively used by the organization. This position serves as a primary business contact for OneStream configuration, reporting structures, process controls, security administration, security maintenance, compliance, system updates, version upgrades, and operational support. This role leads cross-functional coordination with Finance, IT, Internal Audit, and business SMEs in strengthening reporting processes, improving data quality and maintaining compliance with audit requirements. This role ensures the OneStream platform remains aligned with vendor deployment schedules, supported release timelines, and sunset date requirements. In this role, the manager has strong communication skills and must interact regularly and comfortably across various departments, speaking in business acumen with the business field with the ability to effectively translate to technical acumen with IT teams and cross functional Management teams. The manager has leadership qualities of mentoring, growing and motivating financial system professionals, along with taking responsibility and accountability of accomplishing team goals. The manager is responsible for the development of an effective system maintenance process for applying system updates to stay code compliant, which includes the creation of an integrated project schedule with cross member teams. This role involves executing tasks in accordance with established plans, as well as continuously updating and adjusting those plans to accommodate changing business-related circumstances. The manager is responsible for making timely, effective decisions and effectively communicating those decisions both up and down the support, project & management structures. Job Duties • Manages OneStream processes related to actuals, reporting, dashboards, workflow administration, and financial data validation • Manages the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within OneStream • Serves as the primary business contact for OneStream actuals reporting, system configuration, report design, process improvements, operational support, and platform release management • Facilitates business process and reporting requirement sessions to define scope, document requirements, and improve reporting efficiency and control execution • Assesses impacts of change requests related to reporting, dashboards, integrations, controls, and financial data processes • Coordinates the evaluation, testing, validation, and implementation of OneStream releases, patches, and upgrades to maintain platform stability and compliance with vendor support requirements • Partners with IT and business SMEs to schedule and execute OneStream upgrades in accordance with vendor deployment timeframes and internal change management standards • Ensures change control and change management procedures are followed for system changes, report modifications, upgrade activities, and process updates • Investigates and resolves complex system, reporting, data, and upgrade-related issues by coordinating with appropriate internal and external resources • Participates in system updates, enhancements, integrations, and testing while ensuring compliance with audit controls and established governance standards • Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness • Manages security procedures, responds to security inquiries related to access, role appropriateness, and segregation of duties. Performs security configurations when needed • Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs • Participates in internal and external audit activities by providing evidence of executed system controls, reporting procedures, release management activities, and governance documentation • Supports preparation of system project budgets, staffing plans, and recommendations related to reporting, platform support, and system enhancement initiatives • Leads data governance efforts across functional business teams by promoting data integrity, accurate configurations, validation processes, and controlled data ownership • Supports vendor relationships and participates in advisory discussions when appropriate and available • Supports and assists with change management processes that identify reporting, system, and release changes, assess impacts, and support approvals • Supports team members with troubleshooting and resolving OneStream support tickets • Supports Cube View design, maintenance, data adapters, and parameter configuration from a business perspective • Supports Quick View functionality and creates new reporting views as needed • Supports XFSet data processes, including creation, validation, and loading into OneStream • Develops and maintains policies, procedures, test scripts, process documentation, release documentation, and control evidence for financial systems operations • Leads the administration and governance of OneStream security roles, user groups, and access permissions to align with approved business requirements and control standards • Oversees user provisioning, access changes, and deprovisioning activities within OneStream in accordance with established security procedures • Directs the design, maintenance, and ongoing optimization of role-based security within OneStream to support appropriate access to dashboards, reports, workflows, Cube Views, Quick Views, and financial data • Reviews and approves OneStream security assignments to ensure access remains appropriate, controlled, and aligned with job responsibilities • Coordinates OneStream user access reviews to support compliance and governance requirements • Ensures documentation is maintained for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements • Leads the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts • Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements • Other duties as required Supervisory Responsibilities • Monitors and provides performance feedback of Financial Systems Analysts professionals throughout the performance year • Ensures Financial Systems Analyst professionals are effectively trained on systems and processes related to the Finance Department • Prepares and conducts annual performance reviews for Financial Systems Analyst professionals • Assists Financial Systems Analyst professionals with prioritization of workload, communications, etc. and delegates work assignments to Financial Systems Analyst professionals, as appropriate • Oversees, coaches, and mentors System Analysts and workstream business owners on development of test scripts, policies, and procedures • Proactively leads and mentors the growth of collaborating and strategizing with IT, financial systems, and business teams to drive system efficiencies across the business • Coordinates, assembles, and trains team members on process to conform to general audit controls on system projects, system operations, documentation, process improvements, new implementations, fixes, and updates Qualifications, Knowledge, Skills, And Abilities Education • Bachelor’s degree and seven (7) or more years of experience working with financial systems, required; or High School Diploma or equivalent and eleven (11) or more years of experience working with financial systems, required • Bachelor’s degree in accounting or finance, preferred • Master's degree, preferred Experience • Experience working within a professional services firm such as accounting, financial services, marketing, business advisory and/or banking industries, preferred • Supervisory experience, preferred License(s)/Certification(s) • N/A Software • Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required • Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, PowerBi, FDI/FAW), preferred Language(s) • N/A Other Knowledge, Skills, & Abilities • Superior verbal and written communication skills • Strong technical and data analysis skills • Capable of working and communicating effectively with professionals at all levels • Ability to work in a deadline-driven environment with an attention to detail • Superior analytical and diagnostic skills, and ability to apply analysis in determining appropriate next steps • Excellent computer skills, and the aptitude to learn new software applications • Superior customer service skills • Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $120,000 - $140,000 Maryland Range: $120,000 - $140,000 NYC/Long Island/Westchester Range: $120,000 - $140,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Manage and improve financial reporting platforms, lead OneStream system administration, and coordinate cross-functional teams to ensure accurate and compliant financial data processes. | Bachelor's degree with 7+ years in financial systems, supervisory experience preferred, strong communication and technical skills, proficiency with BI tools like OneStream and Power BI. | Job Summary JOB DESCRIPTION The Financial Systems BI Manager - Reporting & Operations - is responsible for managing the business administration, reliability, and continuous improvement of the firm’s reporting platforms with a focus on actuals reporting, dashboards, controls, governance, and financial system processes that support the firm’s reporting. The Manager is responsible for managing the availability and reliability of the OneStream reporting system from a business perspective. This role leads the design, evaluation, testing, implementation, and support of applications, reports, dashboards, and data processes that enable accurate and timely financial reporting that is actively used by the organization. This position serves as a primary business contact for OneStream configuration, reporting structures, process controls, security administration, security maintenance, compliance, system updates, version upgrades, and operational support. This role leads cross-functional coordination with Finance, IT, Internal Audit, and business SMEs in strengthening reporting processes, improving data quality and maintaining compliance with audit requirements. This role ensures the OneStream platform remains aligned with vendor deployment schedules, supported release timelines, and sunset date requirements. In this role, the manager has strong communication skills and must interact regularly and comfortably across various departments, speaking in business acumen with the business field with the ability to effectively translate to technical acumen with IT teams and cross functional Management teams. The manager has leadership qualities of mentoring, growing and motivating financial system professionals, along with taking responsibility and accountability of accomplishing team goals. The manager is responsible for the development of an effective system maintenance process for applying system updates to stay code compliant, which includes the creation of an integrated project schedule with cross member teams. This role involves executing tasks in accordance with established plans, as well as continuously updating and adjusting those plans to accommodate changing business-related circumstances. The manager is responsible for making timely, effective decisions and effectively communicating those decisions both up and down the support, project & management structures. Job Duties • Manages OneStream processes related to actuals, reporting, dashboards, workflow administration, and financial data validation • Manages the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within OneStream • Serves as the primary business contact for OneStream actuals reporting, system configuration, report design, process improvements, operational support, and platform release management • Facilitates business process and reporting requirement sessions to define scope, document requirements, and improve reporting efficiency and control execution • Assesses impacts of change requests related to reporting, dashboards, integrations, controls, and financial data processes • Coordinates the evaluation, testing, validation, and implementation of OneStream releases, patches, and upgrades to maintain platform stability and compliance with vendor support requirements • Partners with IT and business SMEs to schedule and execute OneStream upgrades in accordance with vendor deployment timeframes and internal change management standards • Ensures change control and change management procedures are followed for system changes, report modifications, upgrade activities, and process updates • Investigates and resolves complex system, reporting, data, and upgrade-related issues by coordinating with appropriate internal and external resources • Participates in system updates, enhancements, integrations, and testing while ensuring compliance with audit controls and established governance standards • Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness • Manages security procedures, responds to security inquiries related to access, role appropriateness, and segregation of duties. Performs security configurations when needed • Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs • Participates in internal and external audit activities by providing evidence of executed system controls, reporting procedures, release management activities, and governance documentation • Supports preparation of system project budgets, staffing plans, and recommendations related to reporting, platform support, and system enhancement initiatives • Leads data governance efforts across functional business teams by promoting data integrity, accurate configurations, validation processes, and controlled data ownership • Supports vendor relationships and participates in advisory discussions when appropriate and available • Supports and assists with change management processes that identify reporting, system, and release changes, assess impacts, and support approvals • Supports team members with troubleshooting and resolving OneStream support tickets • Supports Cube View design, maintenance, data adapters, and parameter configuration from a business perspective • Supports Quick View functionality and creates new reporting views as needed • Supports XFSet data processes, including creation, validation, and loading into OneStream • Develops and maintains policies, procedures, test scripts, process documentation, release documentation, and control evidence for financial systems operations • Leads the administration and governance of OneStream security roles, user groups, and access permissions to align with approved business requirements and control standards • Oversees user provisioning, access changes, and deprovisioning activities within OneStream in accordance with established security procedures • Directs the design, maintenance, and ongoing optimization of role-based security within OneStream to support appropriate access to dashboards, reports, workflows, Cube Views, Quick Views, and financial data • Reviews and approves OneStream security assignments to ensure access remains appropriate, controlled, and aligned with job responsibilities • Coordinates OneStream user access reviews to support compliance and governance requirements • Ensures documentation is maintained for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements • Leads the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts • Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements • Other duties as required Supervisory Responsibilities • Monitors and provides performance feedback of Financial Systems Analysts professionals throughout the performance year • Ensures Financial Systems Analyst professionals are effectively trained on systems and processes related to the Finance Department • Prepares and conducts annual performance reviews for Financial Systems Analyst professionals • Assists Financial Systems Analyst professionals with prioritization of workload, communications, etc. and delegates work assignments to Financial Systems Analyst professionals, as appropriate • Oversees, coaches, and mentors System Analysts and workstream business owners on development of test scripts, policies, and procedures • Proactively leads and mentors the growth of collaborating and strategizing with IT, financial systems, and business teams to drive system efficiencies across the business • Coordinates, assembles, and trains team members on process to conform to general audit controls on system projects, system operations, documentation, process improvements, new implementations, fixes, and updates Qualifications, Knowledge, Skills, And Abilities Education • Bachelor’s degree and seven (7) or more years of experience working with financial systems, required; or High School Diploma or equivalent and eleven (11) or more years of experience working with financial systems, required • Bachelor’s degree in accounting or finance, preferred • Master's degree, preferred Experience • Experience working within a professional services firm such as accounting, financial services, marketing, business advisory and/or banking industries, preferred • Supervisory experience, preferred License(s)/Certification(s) • N/A Software • Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required • Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, PowerBi, FDI/FAW), preferred Language(s) • N/A Other Knowledge, Skills, & Abilities • Superior verbal and written communication skills • Strong technical and data analysis skills • Capable of working and communicating effectively with professionals at all levels • Ability to work in a deadline-driven environment with an attention to detail • Superior analytical and diagnostic skills, and ability to apply analysis in determining appropriate next steps • Excellent computer skills, and the aptitude to learn new software applications • Superior customer service skills • Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $120,000 - $140,000 Maryland Range: $120,000 - $140,000 NYC/Long Island/Westchester Range: $120,000 - $140,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Oversees operational execution and performance across multiple strategic partnerships, ensuring compliance and process optimization. | Requires 5+ years in partner operations or program management with CRM and partner portal proficiency. | Job Description Job Summary: The Partner Operations Manager oversees operational execution and performance across multiple strategic partnerships within the Strategic Partnerships team. This position is responsible for developing and maintaining frameworks for partner program execution, ensuring consistency and compliance across all alliances. The Manager leads process optimization initiatives, manages financial coordination for partner-funded initiatives, and serves as the primary escalation point for Microsoft partnership operations. This role maintains dashboards, validates program analytics, and ensures readiness for audits. The Partner Operations Manager acts as a liaison between partners, internal teams, and finance, while mentoring team members and driving operational excellence. Job Duties: • Oversees operational execution and performance across multiple strategic partnerships, primarily Microsoft. (others may include NetSuite, and UIPath) • Develops and maintains frameworks for partner program execution, ensuring consistency and compliance • Serves as the primary escalation point for partnership operations and mentors the Partner Operations Associates • Ensures accurate and timely execution of partner program requirements, including PAL, CPOR, and BizApps CPOR for Microsoft and equivalent programs for other partners as assigned • Validates and tracks partner associations, incentive eligibility, and program analytics partnerships as assigned • Maintains and enhances dashboards for visibility into partner program status, fund allocations, and performance metrics • Oversees invoice creation, PO management, and fund tracking for all partner-funded initiatives • Liaises with finance and partner operations teams to ensure compliance with internal billing processes and partner compliance requirements • Continuously improves financial workflows, reducing redundancy and enhancing clarity • Leads process optimization initiatives for partner operations, collaborating with cross-functional teams to enhance systems for communication, tracking engagements and incentives • Identifies, proposes, and implements enhancements to reporting tools and operational trackers • Oversees the creation and maintenance of internal resources, including guides, checklists, and process documentation • Supports readiness for audits and alignment of documentation with compliance standards • Acts as a liaison between partners, internal delivery teams, and finance to ensure alignment on program execution • Communicates program changes, operational updates, and escalations to relevant stakeholders • Other duties as required Supervisory Responsibilities: • Mentors and supports the Partner Operations Associate(s) and other team members Qualifications, Knowledge, Skills and Abilities: Education • High School Diploma or GED, required • Bachelors degree in Business or Finance, preferred Experience • Five (5) or more years of experience in partner operations, strategic alliances, or program management, required • Experience managing multiple strategic partnerships, preferred • Experience with CRM systems and tools supporting partnership tracking and execution, required License(s)/Certification(s) • System relevant partner certifications (e.g., Microsoft, Adobe, Salesforce), preferred Software • Proficiency with partner portals (e.g., Microsoft Partner Center), required • Experience with CRM systems and tools supporting partnership tracking and execution, required • Proficiency with Microsoft Office Suite, required Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $95,000 - $130,000 Maryland Range: $95,000 - $130,000 NYC/Long Island/Westchester Range: $95,000 - $130,000

Lead end-to-end CRM implementation projects including planning, execution, and cross-functional coordination. | Seven or more years in enterprise software project management, CRM implementation experience, data migration expertise, and strong stakeholder communication skills. | Job Description Job Summary: The Project Manager - CRM Implementation is responsible for leading the day-to-day execution of a large-scale CRM transformation program, including migration from legacy AMS platforms (iMIS) to Microsoft Dynamics 365. This role ensures effective planning, delivery coordination, and execution across offshore and onshore teams, while maintaining alignment with client objectives, timelines, and budgets. The incumbent will manage data migration, financial system integration (Sage Intacct), and cross-functional delivery activities while working closely with product leadership to enable strategic oversight and client relationship management. This role ensures delivery excellence, risk management, and governance across the full project lifecycle. Job Duties: • Leads end-to-end execution of CRM implementation projects, including planning, scheduling, execution, and stabilization • Develops and maintains detailed project plans including timelines, milestones, dependencies, and resource allocations • Coordinates delivery across offshore development teams, onshore Business Analysts, and functional/technical consultants • Manages risks, issues, dependencies, and mitigation strategies; escalates proactively as required • Oversees migration from legacy systems (preferably iMIS) to Microsoft Dynamics 365 • Drives data conversion and migration efforts, including validation and reconciliation of: • Customer/member data • Financial data and transactions • Historical system records • Coordinates integration between Microsoft Dynamics and Sage Intacct, including financial data mapping and reconciliation • Ensures alignment between business requirements and technical delivery across Dynamics 365 CRM implementation • Leads delivery governance processes including status tracking, reporting, documentation, and change management • Runs regular project cadences including sprint reviews, status meetings, and stakeholder updates • Prepares executive-level reporting on project health, budget, schedule, and risks • Manages project budgets, forecasts, burn rates, and resource utilization • Ensures adherence to delivery standards, documentation requirements, and quality controls • Works closely with product leadership to separate strategic oversight from execution responsibilities • Supports UAT coordination, go-live planning, and post-implementation stabilization • Performs other duties as required Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree in Information Systems, Business Administration, or related field, required Experience: • Seven (7) or more years of experience in project management for enterprise software implementations, required • Proven experience in CRM implementations, required • Experience migrating from legacy systems (preferably iMIS) to modern CRM platforms, required • Strong experience with Microsoft Dynamics 365 (CRM/CE), required • Experience with data migration and conversion, including financial data, required • Experience managing offshore and onshore delivery teams, required • Experience working with Sage Intacct or similar financial systems, preferred • Experience in nonprofit, association, or membership-based organizations, preferred • Experience working in Agile or hybrid delivery models, preferred Certifications: • PMP, Scrum Master, or equivalent certification, preferred Licensure: • N/A Software: • Microsoft Dynamics 365 (CRM) • Project management tools (e.g., MS Project, Azure DevOps, Jira) • Data migration tools and ETL frameworks • Microsoft 365 suite (Excel, Teams, SharePoint, PowerPoint) • Experience with integration platforms and APIs preferred Language: • N/A Other Knowledge, Skills, & Abilities: • Strong understanding of CRM and AMS platforms, including membership and financial data models • Expertise in data migration, validation, and reconciliation processes • Strong project management skills including planning, budgeting, scheduling, and risk management • Ability to coordinate cross-functional teams across distributed environments (offshore/onshore) • Excellent communication skills with experience engaging executive stakeholders • Strong problem-solving and decision-making capabilities • Ability to manage multiple priorities and deadlines in a fast-paced environment • Strong attention to detail and governance discipline • Ability to operate independently while collaborating closely with leadership • Commitment to delivery excellence, quality, and client satisfaction Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $135,000 - $165,000 Maryland Range: $135,000 - $165,000 NYC/Long Island/Westchester Range: $135,000 - $165,000 Click here to find out more!

Lead design and implementation of tax product software solutions using Microsoft technologies in a hybrid environment. | Requires 6+ years experience with Microsoft stack (C#, ASP.NET, JavaScript frameworks), SQL Server, Azure, and leadership skills. | Job Summary JOB DESCRIPTION The Lead Software Engineer, Tax Product Development plays a critical role in designing and implementing complex features and solutions that support the tax practice and delivery of services to clients. The Lead Software Engineer owns end-to-end delivery of large features or systems, defining technical requirements and architecture for tax products and solutions. This role requires collaboration across global teams and cross-functional groups in a hybrid (in-person and virtual) work environment. Job Duties • Leads design and implementation of major systems and features within an Agile team focused on tax solutions • Designs, develops, and tests software solutions using web and cloud technologies for innovative tax products • Applies modern software engineering principles throughout the software lifecycle for tax-related applications • Reviews business requirements for technical feasibility and collaborate with various teams to deliver quality tax software products • Mentors junior engineers to enhance code quality and performance, and ensure compliance with standards in tax product development • Maintains Tax products and platforms based on product roadmaps, production support process and complies with IT, security, and business compliance mandates • Effectively communicates with stakeholders and cross functional teams such as technical architects and security teams and others • Champions secure coding and technical debt reduction, while staying up to date with technology trends and evangelizes modern methods of software engineering and innovation • Other duties as required Supervisory Responsibilities • Acts as a direct supervisor to team members, as assigned • Acts as a career advisor, as assigned Education Qualifications, Knowledge, Skills, and Abilities: • Bachelor's degree required, with a focus in Computer Science, Technology, Engineering, Mathematics (STEM), Finance, or Accounting, preferred Experience • Six (6) or more years of hands-on experience with building web-based apps using the full Microsoft stack, including C#, ASP.NET, HTML, JavaScript frameworks (e.g., Angular, Typescript), React, or similar, required • Six (6) or more years of experience in developing stored procedures and database schemas utilizing SQL Server, Azure SQL, or NOSQL databases, required • Six (6) or more years of experience in designing and automating CI/CD/DevOps Pipelines, preferred • Six (6) or more years of experience working with Microsoft Azure and Azure Portal, preferred • Six (6) or more years of experience with Monitoring Tools such as App Monitoring, App Insights, and Power BI, preferred • Proficient in applying software engineering and object-oriented programming principles, preferred • Strong experience in software design, algorithms, data structures, data modeling, and design patterns, preferred • Expertise in writing clean code, leading code reviews, minimizing technical debt, and establishing coding standards and best practices within a team, preferred • Proven ability to lead and mentor a team of software engineers, preferred • Experience in project management and delivering complex software projects on time, preferred • Proven ability to align software development with business goals and strategic vision, while encouraging innovation and continuous improvement within a team, preferred License/Certifications • Microsoft MTA / MCSD, Azure Fundamentals (Az-900), Microsoft Azure Developer Associate, or Azure Solutions Architect, preferred • Other Certifications in Microsoft, Azure MTA / MCSD, preferred Software • Proficient with scripting tools such as PowerShell, Graph API, and Azure CLI, preferred • Experience with the following products, preferred: • Microsoft Office Suite • Microsoft Visual Studio • Microsoft Azure Dev Ops or GitHub • Microsoft SQL Server and/or Azure SQL DB • Microsoft Power BI and PowerApps • Azure functions • HTTP Debug Tools Other Knowledge, Skills, & Abilities • Ability to work well in hybrid and remote environments • Solid verbal and written communication skills • Strong interpersonal and customer relationship skills, including training/instruction with professionals at all levels • Sound decision-making skills • Ability to work in a deadline-driven environment while handling multiple complex projects/tasks simultaneously with a focus on details • Capable of successfully multi-tasking while working independently or within a group environment • Ability to rely on extensive experience and judgment to plan and accomplish goals • Capable of working well under pressure while dealing with unexpected problems in a professional manner • Ability to communicate and interact with all levels of employees and management Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $140,000 - $210,000 Maryland Range: $140,000 - $210,000 NYC/Long Island/Westchester Range: $140,000 - $210,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Manage and deliver technology development projects ensuring alignment with business objectives and project goals. | Eight or more years of project management experience, strong leadership, knowledge of software development lifecycle, and proficiency with project management tools. | Job Summary JOB DESCRIPTION The Tax Senior Project Manager, Digital Transformation & Innovation (Senior Manager) is a key leader within the BDO Tax Digital Transformation and Innovation team, focusing on managing and delivering technology development projects. The Senior Manager brings a wealth of knowledge and expertise to ensure the successful execution of projects from initiation to closure, ensuring they are delivered on time, within scope, and on budget. The ideal candidate has a robust background in project management with a deep understanding of both waterfall and agile development methodologies, allowing for a flexible and effective approach to project delivery. This role requires strong leadership skills to oversee the technology product and guide the project team towards achieving project goals. The Senior Project Manager collaborates closely with business stakeholders, DT&I product management and deployment teams, and software developers to create and implement comprehensive project plans. They will play a crucial role in assisting and guiding technology solutions that meet the needs of our clients and professionals, ensuring alignment with business objectives and driving innovation within the organization. Job Duties • Oversees the project planning and implementation of project plans of technology development projects within the Tax Digital Transformation and Innovation portfolio • Works closely with the Product Manager and Deployment Lead to ensure project alignment with product objectives and company goals are being met in accordance with agreed project plans • Utilizes a hybrid project management approach, incorporating elements of both waterfall and agile methodologies, to effectively manage project timelines, scope, and resources • Oversees project financials and budget to actual projections • Employs project management tools and software to track project progress, manage resources, and communicate status updates to stakeholders • Facilitates communication and collaboration among project team members and stakeholders to ensure clear understanding of project objectives, timelines, and deliverables • Identifies and manages project risks and issues, implementing mitigation strategies to minimize impact on project success • Ensures project documentation is maintained and updated throughout the project lifecycle • Conducts post-project evaluations to capture learnings and improve future project management practices • Manages large-scale, complex projects and programs, ensuring they are delivered on time, within scope, and within budget • Conducts regular project status meetings and reviews, providing updates and reports to stakeholders • Facilitates effective communication among stakeholders, including clients, team members, and Tax leadership • Other duties as required Supervisory Responsibilities • Mentors and coaches junior project managers and team members, fostering a culture of continuous improvement and professional development • Acts as a Career Advisor as assigned Education Qualifications, Knowledge, Skills, and Abilities: • Bachelor’s Degree, required; focus in Business, Accounting, Finance, Computer Science, Mathematics, or Information Technology, preferred Experience • Eight (8) or more years of experience with project management, mentoring teams, and software development lifecycle, required • Eight (8) or more years of experience serving as a project manager, project coordinator, or similar role, with a focus on technology development projects, preferred • Experience working in the tax or accounting professional services industry tax, preferred • Experience working with multinational teams, preferred License/Certifications • Project Management Professional (PMP)® Certified, preferred • Scrum Master or Agile Certified Practitioner, preferred Software • Proficient with project management tools, required Language(s) • N/A Other Knowledge, Skills, & Abilities • Excellent verbal and written communication skills • Excellent collaboration skills, with the ability to work effectively with cross-functional teams • Excellent facilitation skills • Strong knowledge of project management principles • Strong knowledge of software development lifecycle • Strong organizational skills, specifically the ability to meet project deadlines with a focus on details • Strong leadership skills • Strong problem-solving and conflict resolution skills • Ability to work in a deadline-driven environment and handle multiple projects simultaneously • Self-motivated and disciplined person that is passionate about collaborating and coaching others • Ability to successfully interact with professionals at all levels Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $170,000 - $275,000 Maryland Range: $170,000 - $275,000 NYC/Long Island/Westchester Range: $170,000 - $275,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Lead complex client projects and develop nonprofit finance and infrastructure capacity. | Requires 8+ years in nonprofit finance/operations or grantmaking consulting, with change management and accounting experience. | Job Summary JOB DESCRIPTION BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally. BDO is a growth-oriented management consulting practice dedicated to building the capacity of the nonprofit sector. We partner with our nonprofit and philanthropic clients to help them attain operational excellence, ensure financial sustainability and effectively achieve their desired impact. Our collaborative approach includes client input and involvement at each stage of an engagement. As a Senior Manager in BDO’s Industry Specialty practice, you will provide professional services that are sensitive to the needs and values of both nonprofit organizations and funders that support them. You will also have opportunities to develop and refine the services we currently offer. In addition to working with funders as clients, you will work directly with on-the-ground nonprofits to help them build their finance and infrastructure capacity. We recognize how important our work with nonprofits is in ensuring our services for funders are informed by current grantee realities. Job Duties Responsibilities vary based on engagements and client needs and require an independent and multi-talented professional with deep experience in philanthropic finance and operations, change management experience and a consulting mindset. Duties May Include Any Of The Following Service Delivery • Leads complex client projects in accordance with the BDO approach to service delivery • Primarily participates in and leads funder engagements such as: • Analyzing current processes, systems, and procedures and making recommendations to ensure best practices while keeping abreast of changing regulatory environments • Co-developing critical infrastructure systems and processes including grants management, accounting, investments and operations • Training and coaching staff on finance and infrastructure • Leads and participates in similar nonprofit engagements • Ensures quality of project deliverables • Evaluates performance on client engagements Business and Relationship Development • Develops and maintains current and new client relationships, including relationships with foundations, collaborative partner organizations, and direct service providers • Deepens partnerships with philanthropy-serving organizations (PSOs) and other intermediaries • Co-develops tools and collateral materials for business development purposes • Facilitates and contributes to internal processes to support Grantmaker Advisory’s business development efforts Practice and Product Development • Actively engages with team to refine the Grantmaker Advisory service development strategy • Identifies opportunities, advocates for new services, and leads their development • Pursues ways to make engagements more efficient and impactful • Maintains ongoing knowledge of key developments and acts as subject matter expert in areas over which interested and experienced • Monitors key performance indicators Team Development • Leads efforts to support skill building of colleagues to provide effective infrastructure support to grantmaking organizations • Maintains ongoing knowledge of key developments within the philanthropic sector and act as subject matter expert • Directly supervises colleagues on projects • Participates in recruiting and onboarding activities Other duties as assigned Supervisory Responsibilities • N/A Qualifications, Knowledge, Skills And Abilities Education • Bachelor's degree, required • Master’s Degree in Philanthropy, Nonprofit, Business, or Public Administration, preferred Experience • Eight or more years of progressive experience performing or overseeing finance, operations, and grants management at a grantmaking organization or professional services firm with grantmaking clients, required • Proven success leading change management initiatives, required • Experience with accounting systems and nonprofit accounting principles, required • Track record of effective facilitation and/or training, preferred • Experience with 501(c)(4) grantmaking or operations, preferred • Experience at nonprofit organizations, preferred Software • Proficient in Microsoft Office Suite, specifically Excel and Power Point, required Other Knowledge, Skills & Abilities • Effective project management skills (on time and on budget delivery) • Possess strong verbal and written communication skills – and effectively lead cross collaboration efforts • Demonstrated creative, critical and strategic thinking in past positions • Ability to travel Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $130,000 - $175,000 Maryland Range: $130,000 - $175,000 NYC/Long Island/Westchester Range: $130,000 - $175,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Lead design, development, and implementation of AI-driven systems, mentor junior developers, and integrate AI capabilities into business applications. | 6+ years .NET development experience, technical lead experience, preferred AI/ML knowledge, Azure, REST APIs, SQL Server, and Microsoft certifications. | Job Summary JOB DESCRIPTION The Senior Software Engineer, AI is responsible for leading the design, development, and implementation of AI-driven systems, with a focus on large language models. This role involves collaborating with cross-functional teams to understand user needs and deliver AI solutions that enhance business operations. The engineer plays a pivotal role in advancing AI capabilities within the firm, ensuring solutions are innovative, efficient, and aligned with business objectives. This position also involves mentoring junior developers and contributing to the strategic direction of AI initiatives.. Job Duties • Leads the development and integration of AI-driven applications and systems • Researches and evaluates AI technologies for potential implementation • Designs and maintains policy and documentation for the AI Engineering team, and for AI systems and processes • Clarifies design requirements for AI systems from the firm’s business owners • Devises strategic plan for resolving issues while keeping the firm’s systems operational • Educates professionals on responsibilities and provides guidance regarding effective resolution of issues • Facilitates meetings to discuss project requirements • Acts as the technical lead on larger IT projects • Provides technical guidance and mentorship to junior developers on AI best practices • Serves as the Secondary Support person for after-hours support, as needed • Integrates AI functionalities into existing systems to enhance user experience • Escalates critical issues to management and implements strategies for timely resolution • Leads the follow-up from items stemming out of team meetings • Provides Level IV support for specific applications as needed • Develops and maintains best practices for AI development and deployment • Conducts code reviews to ensure quality and security in AI applications • Proactively monitors and supports existing AI applications and automations • Other duties as required Supervisory Responsibilities • N/A Education Qualifications, Knowledge, Skills and Abilities: • High School diploma or GED, required • Bachelor’s degree in Computer Science or Information Systems, preferred Experience • Six (6) or more years of experience with developing applications / automations using .NET technologies, required • Experience serving in a technical lead role on large IT projects, required • One (1) or more years of experience with Microsoft Azure, preferred • Experience with REST APIs and other APIs, preferred • Experience with SQL Server, preferred • Advanced experience with software development methodologies, preferred • Experience with artificial intelligence / machine learning, preferred • Experience in other development languages, strongly preferred License/Certifications • Microsoft developer certifications, preferred • AI or machine learning certifications, preferred Software • Experience with the following products, preferred: • Microsoft Visual Studio • Microsoft Azure Dev Ops or Github • Microsoft SQL Server and/or Azure SQL DB • Microsoft SQL Reporting Services and/or Power BI • Microsoft SQL Integration Services and/or Azure Logic Apps • Microsoft Entity Framework • HTTP Debug Tools Language • N/A Other Knowledge, Skills & Abilities • Strong verbal and written communication skills • Excellent interpersonal and customer relationship skills • Able to work in a deadline-driven environment while handling multiple complex projects/tasks simultaneously with a focus on details • Capable of successfully multi-tasking while working independently or within a group environment • Able to rely on extensive experience and judgment to plan and accomplish goals • Capable of working well under pressure while dealing with unexpected problems in a professional manner • Communicates and interacts with all levels of employees and management • Able to interact and build relationships and consensus among people • Advanced knowledge of concepts, practices, and procedures within the software development industry • Strong information technology architecture and design skills • Solid project management and leadership skills to effectively act as technical lead on large projects • Capacity to consistently produce clean code and adhere to appropriate documentation standards Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $104,000 - $190,000 Maryland Range: $104,000 - $190,000 NYC/Long Island/Westchester Range: $104,000 - $190,000 #remote About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Lead design, development, and implementation of AI-driven systems, mentor junior developers, and integrate AI functionalities into existing systems. | 6+ years developing applications with .NET, technical lead experience, preferred Microsoft Azure and AI/ML experience, and preferred Microsoft certifications. | Job Summary JOB DESCRIPTION The Senior Software Engineer, AI is responsible for leading the design, development, and implementation of AI-driven systems, with a focus on large language models. This role involves collaborating with cross-functional teams to understand user needs and deliver AI solutions that enhance business operations. The engineer plays a pivotal role in advancing AI capabilities within the firm, ensuring solutions are innovative, efficient, and aligned with business objectives. This position also involves mentoring junior developers and contributing to the strategic direction of AI initiatives.. Job Duties • Leads the development and integration of AI-driven applications and systems • Researches and evaluates AI technologies for potential implementation • Designs and maintains policy and documentation for the AI Engineering team, and for AI systems and processes • Clarifies design requirements for AI systems from the firm’s business owners • Devises strategic plan for resolving issues while keeping the firm’s systems operational • Educates professionals on responsibilities and provides guidance regarding effective resolution of issues • Facilitates meetings to discuss project requirements • Acts as the technical lead on larger IT projects • Provides technical guidance and mentorship to junior developers on AI best practices • Serves as the Secondary Support person for after-hours support, as needed • Integrates AI functionalities into existing systems to enhance user experience • Escalates critical issues to management and implements strategies for timely resolution • Leads the follow-up from items stemming out of team meetings • Provides Level IV support for specific applications as needed • Develops and maintains best practices for AI development and deployment • Conducts code reviews to ensure quality and security in AI applications • Proactively monitors and supports existing AI applications and automations • Other duties as required Supervisory Responsibilities • N/A Education Qualifications, Knowledge, Skills and Abilities: • High School diploma or GED, required • Bachelor’s degree in Computer Science or Information Systems, preferred Experience • Six (6) or more years of experience with developing applications / automations using .NET technologies, required • Experience serving in a technical lead role on large IT projects, required • One (1) or more years of experience with Microsoft Azure, preferred • Experience with REST APIs and other APIs, preferred • Experience with SQL Server, preferred • Advanced experience with software development methodologies, preferred • Experience with artificial intelligence / machine learning, preferred • Experience in other development languages, strongly preferred License/Certifications • Microsoft developer certifications, preferred • AI or machine learning certifications, preferred Software • Experience with the following products, preferred: • Microsoft Visual Studio • Microsoft Azure Dev Ops or Github • Microsoft SQL Server and/or Azure SQL DB • Microsoft SQL Reporting Services and/or Power BI • Microsoft SQL Integration Services and/or Azure Logic Apps • Microsoft Entity Framework • HTTP Debug Tools Language • N/A Other Knowledge, Skills & Abilities • Strong verbal and written communication skills • Excellent interpersonal and customer relationship skills • Able to work in a deadline-driven environment while handling multiple complex projects/tasks simultaneously with a focus on details • Capable of successfully multi-tasking while working independently or within a group environment • Able to rely on extensive experience and judgment to plan and accomplish goals • Capable of working well under pressure while dealing with unexpected problems in a professional manner • Communicates and interacts with all levels of employees and management • Able to interact and build relationships and consensus among people • Advanced knowledge of concepts, practices, and procedures within the software development industry • Strong information technology architecture and design skills • Solid project management and leadership skills to effectively act as technical lead on large projects • Capacity to consistently produce clean code and adhere to appropriate documentation standards Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $104,000 - $190,000 Maryland Range: $104,000 - $190,000 NYC/Long Island/Westchester Range: $104,000 - $190,000 #remote About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Lead design, development, and implementation of AI-driven systems, mentor junior developers, and integrate AI functionalities into existing systems. | 6+ years developing applications with .NET technologies, technical lead experience on large IT projects, and preferred experience with Microsoft Azure, SQL Server, AI/ML, and Microsoft developer certifications. | Job Summary JOB DESCRIPTION The Senior Software Engineer, AI is responsible for leading the design, development, and implementation of AI-driven systems, with a focus on large language models. This role involves collaborating with cross-functional teams to understand user needs and deliver AI solutions that enhance business operations. The engineer plays a pivotal role in advancing AI capabilities within the firm, ensuring solutions are innovative, efficient, and aligned with business objectives. This position also involves mentoring junior developers and contributing to the strategic direction of AI initiatives.. Job Duties • Leads the development and integration of AI-driven applications and systems • Researches and evaluates AI technologies for potential implementation • Designs and maintains policy and documentation for the AI Engineering team, and for AI systems and processes • Clarifies design requirements for AI systems from the firm’s business owners • Devises strategic plan for resolving issues while keeping the firm’s systems operational • Educates professionals on responsibilities and provides guidance regarding effective resolution of issues • Facilitates meetings to discuss project requirements • Acts as the technical lead on larger IT projects • Provides technical guidance and mentorship to junior developers on AI best practices • Serves as the Secondary Support person for after-hours support, as needed • Integrates AI functionalities into existing systems to enhance user experience • Escalates critical issues to management and implements strategies for timely resolution • Leads the follow-up from items stemming out of team meetings • Provides Level IV support for specific applications as needed • Develops and maintains best practices for AI development and deployment • Conducts code reviews to ensure quality and security in AI applications • Proactively monitors and supports existing AI applications and automations • Other duties as required Supervisory Responsibilities • N/A Education Qualifications, Knowledge, Skills and Abilities: • High School diploma or GED, required • Bachelor’s degree in Computer Science or Information Systems, preferred Experience • Six (6) or more years of experience with developing applications / automations using .NET technologies, required • Experience serving in a technical lead role on large IT projects, required • One (1) or more years of experience with Microsoft Azure, preferred • Experience with REST APIs and other APIs, preferred • Experience with SQL Server, preferred • Advanced experience with software development methodologies, preferred • Experience with artificial intelligence / machine learning, preferred • Experience in other development languages, strongly preferred License/Certifications • Microsoft developer certifications, preferred • AI or machine learning certifications, preferred Software • Experience with the following products, preferred: • Microsoft Visual Studio • Microsoft Azure Dev Ops or Github • Microsoft SQL Server and/or Azure SQL DB • Microsoft SQL Reporting Services and/or Power BI • Microsoft SQL Integration Services and/or Azure Logic Apps • Microsoft Entity Framework • HTTP Debug Tools Language • N/A Other Knowledge, Skills & Abilities • Strong verbal and written communication skills • Excellent interpersonal and customer relationship skills • Able to work in a deadline-driven environment while handling multiple complex projects/tasks simultaneously with a focus on details • Capable of successfully multi-tasking while working independently or within a group environment • Able to rely on extensive experience and judgment to plan and accomplish goals • Capable of working well under pressure while dealing with unexpected problems in a professional manner • Communicates and interacts with all levels of employees and management • Able to interact and build relationships and consensus among people • Advanced knowledge of concepts, practices, and procedures within the software development industry • Strong information technology architecture and design skills • Solid project management and leadership skills to effectively act as technical lead on large projects • Capacity to consistently produce clean code and adhere to appropriate documentation standards Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $104,000 - $190,000 Maryland Range: $104,000 - $190,000 NYC/Long Island/Westchester Range: $104,000 - $190,000 #remote About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients • Empowering team members to explore their full potential • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs • Focus on resilience and sustainability to positively impact our people, clients, and communities • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"