Minimum Entry Requirements
- Bachelor's degree and CPA License
- Understanding of GAAS and GAAP
- Public accounting experience or industry equivalent
- Knowledge of resources and technical skills needed for engagement work
Role Success Factor: Client Service Excellence
- Takes initiative to stay in contact with appropriate client personnel throughout the year, not limiting communication to only during the audit
- Presentation skills necessary to confidently present at an audit committee meeting, industry, trade association, and office event
- Approaches client interactions with professionalism and with a sense of wanting to help the client succeed; has strong communication skills
- Responsible for seeing that engagement is complete and ready for Senior Manager or Partner review within established time frame and budget for engagements in accordance with Condley's quality control policies
- Effectively manages more than one engagement at a time
- Complete management of audit engagement from planning to wrap-up, including driving the process for client deliverables
- Knowledgeable and able to have conversations around the client's business and industry; including competitors, trends, key customers and a big picture view of the client's current business strategy
- Acts as a change agent; sets example by accepting change and proactively supporting change (e.g. change in assurance tools, different audit approach at client, etc.)
- Adds value to client by identifying suggestions through management comments and advice
Role Success Factor: People Management & Relationships
- Participates in activities to help grow Condley (e.g. recruiting, in-office training sessions, etc.)
- Develops Interns, Associates and Seniors by delegating and training them to be successful in their careers
- Provides constructive formal and informal feedback in a timely manner to all levels
- Serves as a mentor to an Intern, Associate or Seniors
- Has a positive attitude that is reflected in work and evident to others; motivates others
- Attends recruiting and firm events to build practice
Role Success Factor: Productivity & Business Growth
- Meets charge hour and realization expectations
- Identifies out of scope work and other potential issues that would affect ability to meet engagement budget and takes appropriate action (talking with client, Partner) in a timely manner
- Well-versed in Condley and the services that are available; identifies extended service opportunities and makes recommendations
- Maintains and develops client and professional network
- Develops relationships outside of accounting department at client
- Takes initiative to participate in the proposal process and attend proposal meetings with potential clients as appropriate
Role Success Factor: Expertise
- Stays current on recent pronouncements; identifies and implements them into assurance work and addresses any related report disclosures
- Able to research an accounting topic and form a conclusion to be reviewed by appropriate team member (Senior Manager or Partner)
- Understands and applies Condley's quality standards for self, team and client; models integrity
- Able to run all engagements within industry
- Manages engagements in accordance with Condley's quality control policies; knows objectives, approach and best practices; completes Manager review on certain engagements
- Consistent high quality work product and attention to detail
- Prepares complex financial report (statements, footnotes and any supplemental information) and all other client deliverables
- Serves as a "go-to" person in their location for Assurance tools
- Demonstrates awareness of Condley's risk management policies and procedures (e.g. client confidentiality, client acceptance)
Key Skills to Accelerate Your Career
- Involved in developing client relationships beyond the annual audit engagement by initiating client contact throughout the year, bringing new pronouncements/standards to client's attention (once discussed with team management) and having a long term focus on the client relationship
- Actively serves as a mentor and develops others, leads by example with a positive attitude; displays passion for people development
- Able to manage multiple complex engagements and tasks efficiently; has strong technical skills
Key Development Opportunities
On the Job
- Take initiative to interact effectively with all staff levels
- Seek out appropriate interaction with higher level individuals at the client
- Learn more about Condley's services - gains an increased depth of knowledge through internal relationships
- Connect/reach out to other members of client team (tax, employee benefit plans) to drive success through collaboration and knowledge sharing
Learning & Professional Development
- Industry-related training
- Facilitate local office CPE
- Soft skills training (e.g. communication/presentation skills, project management)
- Read information provided by Condley and profession to stay current on accounting and auditing guidance
Other
- Networking: community and professional organizations, alumni programs, professional networking websites, etc.
- Identify mentor(s) - take ownership of career
- Attend local training opportunities to enhance skills and knowledge
- Seek exposure to multiple teams/people/work styles from which to learn
