Abdo

Accountant

• Process accounts receivable and accounts payable for clients
• Reconcile client cash and investment accounts and perform month-end procedures
• Draft financial reports and conduct financial analysis
• Assist in the budget process
• Preparation of work papers and journal adjustments
• Perform analytical and detailed work with numerical data efficiently and accurately
• Utilize and develop a functional understanding of firm software and internal work flow/procedures to manage binder documentation and maintain client information
• Exercise discretion and judgment when working with confidential client matters

Governmental Consulting Accountant – Associate

Accounting Manager

• Build on knowledge acquired in college to gain a functional level of technical and operational knowledge to proficiently perform assigned tasks.
• Prepare and self-review workpapers in conformity with standards including scope/objective/procedure/conclusion, adequate supporting documentation, and tickmark and workpaper cross-references.
• Communicate with clients on-site, by phone, or e-mail to obtain accurate information and relevant supporting documentation to support workpaper conclusions.
• Draft audit reports and other engagement documents.
• Provide assistance as needed to the department team.

Accounting Audit Intern

Financial Planning and Analysis

• Help clients develop multi-year strategic financial plans and forecasts
• Present financial results to councils, boards, and management teams with clear insights
• Ensure year-round audit readiness with clients
• Seek to automate budget, forecasting, and analysis using systems; utilize Excel-based modeling as needed
• Lead a team providing strategic financial services to government entities
• Use top software solutions to help clients build their financial technology systems and track key performance indicators
• Take point on software implementations and create best practice templates
• Manage team priorities and capacity to deliver high-quality projects on time
• Develop the team's client experience skills in conjunction with Abdo's client experience training

Governmental Consulting Finance Director

• Build on knowledge acquired in college to gain a functional level of technical and operational knowledge to proficiently perform assigned tasks.
• Prepare and self-review workpapers in conformity with standards.
• Communicate with clients on-site, by phone, or e-mail to obtain accurate information.
• Draft audit reports and other engagement documents.
• Provide assistance as needed to the department team.

Governmental Consulting Finance Director – Manager

Manager

• Conduct analysis and design processes for Sage Intacct in the areas of: Core Financials, Fixed Assets, Inventory, and Project/Grants Tracking & Billing
• Communicate the benefits of Sage Intacct solutions to stakeholders and design solutions that meet customer needs
• Collaborate with teams and clients to assess accounting systems, processes, and needs throughout the implementation discovery process
• Provide proficient explanations of the accounting system, configuration, business processes and technical architecture of Sage Intacct
• Lead software implementation and integration, including training and support for client adoption
• Perform solution design, system testing, testing, training and go-live activities
• Create customizations using Platform Services and evaluate new Sage Intacct features
• Manage client engagements, relationships, and provide post-implementation support
• Assist with special accounting/advisory projects and mentor Sage Intacct Implementation Associates
• Support project management activities and seek opportunities to grow department revenue
• Provide Sage Intacct product expertise and support for: implementation team, SIAP teams, and clients
• Oversee client support portal and processes to ensure effective client service
• Build strong client relationships and loyalty, providing proactive recommendations
• Manage Sage Intacct renewals, subscriptions, and client payments; create/manage quotes and ensure billing accuracy
• Track and develop opportunities within the client base using HubSpot
• Maintain up-to-date client information in systems; resolve customer/vendor issues as needed
• Design, lead and manage onboarding for organizations using Sage Intacct joining Abdo services
• Support sales and demos for new client acquisitions as needed
• Participate in marketing events, sales meetings, and Sage VAR Partner calls
• Provide reporting and revenue forecasting to management; collaborate with leadership to enhance service offerings
• Analyze new functionality in quarterly releases and communicate via newsletters to client base

Sage Intacct Manager

• Conduct analysis and design processes for Sage Intacct in the areas of Core Financials, Fixed Assets, Inventory, and Project/Grants Tracking & Billing
• Communicate the benefits of Sage Intacct solutions to stakeholders and design solutions that meet customer needs
• Collaborate with teams and clients to assess accounting systems, processes, and needs throughout the implementation discovery process
• Provide proficient explanations of the accounting system, configuration, business processes and technical architecture of Sage Intacct
• Lead software implementation and integration, including training and support for client adoption
• Perform solution design, system testing, testing, training and go-live activities
• Create customizations using Platform Services and evaluate new Sage Intacct features
• Manage client engagements, relationships, and provide post-implementation support
• Support project management activities and seek opportunities to grow department revenue
• Provide Sage Intacct product expertise and support for implementation team, SIAP teams, and clients
• Oversee client support portal and processes to ensure effective client service
• Build strong client relationships and loyalty, providing proactive recommendations
• Manage Sage Intacct renewals, subscriptions, and client payments; create/manage quotes and ensure billing accuracy
• Track and develop opportunities within the client base using HubSpot
• Maintain up-to-date client information in systems; resolve customer/vendor issues as needed
• Support sales and demos for new client acquisitions as needed
• Participate in marketing events, sales meetings, and Sage VAR Partner calls
• Provide reporting and revenue forecasting to management; collaborate with leadership to enhance service offerings

Payroll

• Enter and manage client payroll data accurately and on time, including: hires/terminations, wage adjustments, special payments, tax allocations, and employee deductions or adjustments
• Reconcile and preview payrolls prior to submission and validate confirmed reports
• Assemble payroll reports and process post-payroll reporting functions including: 401k, HSA, and PERA contributions or other client related reporting
• Provide quality, proactive, and ongoing client and employee service to ensure satisfaction
• Maintain an in-depth knowledge of integrated software platforms and stay informed on changing regulation related to payroll/tax laws, and relevant HR topics
• Communicate with software providers, taxing authorities, and jurisdictions to ensure timely and accurate filings and full regulatory compliance
• Manage workflow to ensure all payroll transactions are processed accurately and timely

Payroll Associate

Business Development Rep

• Lead and mentor the Business Development team, fostering a culture of accountability and growth
• Drive personal business development through strategic outreach, relationship-building, and managing a portfolio of opportunities
• Set team metrics, conduct pipeline reviews, and refine our BD strategy, "The Abdo Way"
• Own the firm's BD pipeline within HubSpot, ensuring data accuracy and actionable insights
• Create dashboards and summaries that provide visibility into trends and follow-up needs
• Collaborate with leaders to keep pipeline information current and consistent across segments
• Ensure prompt follow-up on leads from various sources, including referrals, proposals and events
• Maintain structured systems for tracking meeting and relationship-building activities
• Collaborate with Marketing to synchronize BD efforts with communications, campaigns and events
• Work with leaders to onboard employees to Abdo's BD processes and CRM expectations
• Engage in cross-functional meetings to share updates/needs and identify opportunities

Abdo

Governmental Consulting Accountant – Associate

Governmental Consulting Accountant – Associate

Accounting Audit Intern

Governmental Consulting Accountant – Associate

Governmental Consulting Finance Director

Accounting Audit Intern

Governmental Consulting Finance Director – Manager

Sage Intacct Manager

Sage Intacct Manager

Sage Intacct Manager

Payroll Associate

Business Development Manager

Nonprofit Consulting Accountant – Associate