Senior associates are primarily responsible for hands-on project execution. Experienced senior associates have, or are working towards, specialization in one or more service lines and are assigned to projects accordingly. Senior associates are assigned to a specific service delivery principal. Additionally, senior associate's daily activities are closely supervised by the management teams of their assigned projects. Senior associates may supervise associates and/or senior associates when serving as a member of a project management team.

There is no typical day for our SOC teams. While our lead focus is on SOC examinations, our clients also rely on us to perform multiple types of attestations similar to SOC across a variety of network, application, or cloud environments. The benefit of being exposed to so many different situations is that you are constantly building your knowledge base and skill set while keeping up with the latest technologies. Our teams are mostly remote (yet extremely collaborative) and work together to utilize their unique backgrounds and experience to provide the high level of quality service that our clients have come to expect.

A Senior Associate will hold the following roles and responsibilities as part of their role:

• Demonstrate proficiency in Schellman Methodology

• Serve as a guide to Associates and peers through information sharing, support, and thought leadership.

• Successfully run a project from fieldwork through completion including the following: Demonstrate the ability to successfully complete all assigned testing, workpaper documentation, testing exception documentation, draft report creation, and management representation letter preparation

• Understand and demonstrate ability to speak to Schellman's service lines at a high level and their leaders

• Demonstrate proficiency of SOC 1 ITGCs and each Security, Availability, Processing Integrity, Confidentiality, and Privacy SOC 2 criteria

• Demonstrate understanding of Principal Service Commitments and System Requirements (PSCRs) and how they impact scope of a SOC 2

• Demonstrate the ability to derive PSCRs through client documentation and interviews

• Know all four report opinion outcomes and ability to draft modified opinions

• Demonstrate ability to identify if exception(s) would potentially yield a qualified opinion

• Demonstrate self-organization, consistently and proactively look ahead to future projects, and prepare accordingly

• Accurately manage and report time worked to each project / initiative

• Define a clear communication strategy with the project manager to ensure any testing delays, disclosures, etc. are discussed timely

• All Associate level roles and responsibilities

Essential Functions:

• Complying with Schellman's code of ethics and professional conduct, methodologies, policies, and procedures

• Adhering to the professional and regulatory standards relevant to assigned service line specialization(s)

• Promoting Schellman's company culture and exemplifying Schellman's values

• Establishing high quality relationships and rapport with client personnel

• Managing client expectations to ensure expectations are exceeded

• Completing assigned duties in a timely manner and with a high attention to detail

• Collaborating with fellow project team members in a productive and timely manner throughout the life cycle of each project

• Adhering to project schedules and keeping fellow project team members apprised of the progress of assigned tasks

• Escalating issues internally in a proper and timely manner

• Using discretion and decorum in the timing, form, and content of all client communications

• Booking travel reservations in a timely manner and in accordance with Schellman's travel and expense policies and procedures

• Performing the essential functions of other service delivery positions when qualified and called upon to do so

• Attending project kick-off and closing meetings

• Executing assigned testing procedures, performing detailed analysis, reaching conclusions, documenting results in accordance with company standards, and suggesting ideas for improvements, where applicable

• Drafting project deliverables

• Serving as a contact for clients' basic questions regarding an engagement

• Developing an expert knowledge of professional and regulatory standards relevant to assigned service line specialization(s)

• Contributing to Schellman's thought leadership (e.g., articles, webinars, public speaking, etc.)

Knowledge, Skills, and Abilities:

• Working knowledge of Schellman's services, methodology, and relevant professional standards

• Requisite knowledge of applicable technology and security domains

• High level of attention to detail and quality of work product

• Client service oriented

• Excellent time management, organizational, and verbal and written communication skills

• Ability to work on-site or remotely as a valuable contributor to a collaborative team

• Capable of simultaneously managing assigned tasks for multiple projects

• Proficient using Microsoft Word, Excel, and PowerPoint, as well as Schellman's service delivery applications

• Full understanding and application of ethics, independence and Schellman's values

Education, Work Experience and Certifications

• Bachelor's degree in accounting, finance, business management, technology, or other relevant subject area, or equivalent years of experience directly related to the duties and responsibilities specified

• 2+ years of related professional services experience in information security auditing, assessment, consulting or compliance, focused on ITGC or SOC controls

• Ability to work well independently, within a team and with clients as well as travel ~10-20% (M-Th)

• Maintains (preferred) or working towards obtaining least one certification relevant to Schellman's services (i.e. CPA, CCSK or CISA)

At Schellman, we strive to provide a flexible and balanced environment and therefore offer the opportunity to work remotely, unless otherwise stated in the job requirements. Connecting, collaborating and continuous education are also highly valued and therefore we require some travel annually for our Internal Service Delivery roles, which can include in-person training, team meet-ups, and strategy meetings. Service Delivery team members will also be required to travel based on business and client needs.