Job Description#LI-AM1 #LI-Hybrid #CBIZAdvisory
ResponsibilitiesOur Risk & Advisory Services practice offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, our Risk & Advisory Services practice provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America.
Essential Functions & Primary Duties- Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client's organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Conduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures in accordance with the firm's standards and procedures
- Monitor and assess client business control environments and identify changes or exceptions
- Work with sense of urgency and the ability to shift focus as needed throughout the day
- Complete audit work papers as directed, clear any management comments in a timely manner, vet findings and observations with appropriate client contacts, and clearly articulate findings and observations to teammates and management
- Work closely with management to identify potential process improvements and effective business processes, including best practices and internal control approaches
Preferred Qualifications- Working towards professional certifications such as CPA and CIA
- Experience in assessing internal controls, risks, and business processes, as well as developing audit programs to address those assessments is a plus
- Industry experience is a plus
- Data analytics experience in ACL or IDEA
QualificationsMinimum Qualifications - Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
