Lead multiple SOX engagements for public and pre-IPO clients, manage project teams and budgets, draft and review control design artifacts, perform testing and deficiency evaluation, review SOC-1 reports and ITGCs, and communicate status to clients and partners while coaching staff.
Position Overview:
Risk Advisory Managers are project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s.
Principal Duties and Responsibilities:
Project Delivery:
· Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects).
· Sets realistic deadlines with the client and internally with the team.
· Seen as the principle point of contact by the client and CFGI leadership for each project.
Engagement Management:
· Schedules and manages teams/individuals of various staff level(s) based upon project need and scope.
· Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget.
· Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices.
· Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project’s Partner.
Technical Acumen:
· Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies.
· Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping.
· Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies.
· In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations.
· Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards.
Education and Experience Requirements:
· 5+ years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 3 years at a Big Four or a large national firm.
· Undergraduate degree in accounting or similar field from an accredited university.
· CPA or equivalent combined with solid accounting experience are preferred but not required.
· Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests.
· Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams.
· Strong analytical and critical thinking abilities.
· Excellent communication and presentation skills, both verbal and written.
· Exceptional virtual and in-person executive presence.
· Entrepreneurial nature, self-motivated, ethical, and dependable.
· As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.
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