Manage engagement staff to meet deliverable deadlines; identifies roadblocks, and understands critical milestones to meet client service expectations; perform a detailed effective in-charge level review of the teams work for finalization requirements.
Perform a detailed effective in-charge level review of the teams work for finalization requirements; manage engagement staff to meet deliverable deadlines; identifies roadblocks, and understands critical milestones to meet client service expectations.
Demonstrate the ability to provide team with directions, play a key role in execution of audit engagement from planning to wrap-up, and develop audit program steps to identify risks to ensure that the assignment quality standards are achieved.
Knowledgeable in various hardware/software communication platforms, i.e. iSeries, AIX, SAP, wholesale/retail/inventory systems; Strong oral and written communication skills with ability to interact with all levels of management.
Coordinates, schedules, scopes and leads team activities on audits (incl. large, cross-functional). Leads analysis of control deficiencies as well as expansion and refinement of documentation for more complex control deficiencies to drive actionable business impact.
The Regional Managing Director manages Wealth Management's product and service delivery in an assigned region, including direct responsibility for all client servicing activities and oversight of investment decisions pertaining to client accounts.
Periodically lead the teams efforts for selected audits. In addition to producing ones own written work products, this involves directing the efforts of the team and reading, commenting on, and revising team members contributions.