Now Hiring - Business Accounting Services Director in Urbandale, IA

We are searching for those with accounting expertise who are led by their entrepreneurial spirit and constantly aim high and soar past their professional goals. Sound familiar? Then BerganKDV could be the right fit for you.

WHO WE ARE AND WHAT WE DO

BerganKDV has provided innovative yet practical solutions for small to large-size companies since 1945. From our beginning as a trusted CPA firm, we have expanded and adapted to offer business planning and consulting, tax, audit and accounting, wealth management, human capital management, and technology services across the country. At BerganKDV, we believe our role as advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals. Bringing value to our clients is what we do best and seeing them succeed is our ultimate goal.

Position Overview:

The main job functions and role of the Business Accounting Services (BAS) Director is to carry out the accounting production plan as laid out and set forth by the Solution Leader. The Director is expected to bring forward thinking strategy of how to manage BAS staff in the proper manner to get all work accomplished within the parameters of the Solution budget. Hitting production goals and managing COGS are two essential functions as well as predicting staffing needs based on projected sales. The BAS Director is the key advisor to the Solution Leader keeping all aspects of current Solution needs visible.

Responsibilities:

• Managing workflow
  • Sets clear deadlines and priorities for staff they are managing
  • Manages workload to ensure an equitable and level assignment of work
  • Is available for and responsive to questions while work is in process
  • Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities

• Professional presence
  • Leads by example, acting as a model for the firm’s core values
  • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
  • Able to persuade others on technical and non-technical matters
  • Willing to take tough stands with clients (internal and external) and with staff; delivers sensitive messages with diplomacy and tact
  • Carries themselves in a manner that can command attention from senior leadership inside the firm and with our clients
  • Internally, behaves as part of the solution leadership group and is actively involved in solution matters such as recruitment, staff learning and development, scheduling, and retention

• Business acumen
  • Able to explain the service offerings of the firm to a client or other contact
  • Can articulate BerganKDV’s value proposition and understands our target market/client profile
  • Aware of the impacts that different clients/industries and service offerings have on the technical work and final deliverables
  • Understands how the firm makes a profit and can interpret common firm financial statistics; acts in consideration of how they can positively impact firm and engagement economics
  • Can accurately scope a new project and construct a fee estimate/budget

• Internal and external networking
  • Spends time developing their network of key financial decision makers, referral sources, and recruits
  • Identifies opportunities for BerganKDV to provide services and involves appropriate BerganKDV resources

• Developing others
  • Takes the time to teach others information/skills that are critical to their current or future work
  • Reinforces with praise when someone has done well
  • Knows the strengths and weaknesses of their team and assigns work accordingly, balancing the needs for development and efficiency
  • Adjusts their management approach to the people they are working with (e.g. spending more time giving direction to new associates, but less time with more experienced associates)
  • Meets regularly with advisees, adding/updating goals as appropriate
  • Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers
  • Uses feedback to teach, not reprimand
  
  

Qualifications:

• 8+ years with both public accounting and private company experience
• BA/BS in Accounting or related field
• Experience with QuickBooks Online, Sage Intacct, NetSuite, Microsoft Dynamics GP, Microsoft Office
• PC proficiency, including spreadsheet, word processing and presentation software applications

EXPLORE THE WORKPLACE OF THE FUTURE

Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.

Creative Planning (formerly BerganKDV) Differentiators:

• Growth Potential
• Close-Knit Collaborative Team
• Mentor Program
• Employee Referral Rewards
• Comprehensive Benefits Package
• Customized Career Path
• Open Door Leadership Style

BENEFITS THAT GO BEYOND

We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.

Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.