JOB DETAIL

Job Summary

At BDO RISE, you’ll have a wide array of opportunities to grow with our fast-growing assurance team. We are looking for people who are flexible, interested in interacting with a wide variety of people locally and globally, great at building good working relationships and passionate about working on assurance engagements. At BDO RISE, we believe in collaboration and teaming, and this is one of our key strengths. Our employees represent the finest talent, hailing from different backgrounds who are thoughtful, confident, dedicated and committed to client service.

The Assurance Manager is responsible for supervising, directing and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement.  In this role, the Assurance Manager is charged with networking and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections.  Traditionally responsibilities will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, documenting, validating, testing and assessing various financial reporting control systems.  

Job Duties

Client Service

• Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness.
• Conducts detailed review to assure audit is completed in accordance with assurance manual standards

• Help audit clients meet their reporting requirements by accurately reporting on financial statements and providing meaningful insights into accounting and reporting matters
• Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures
• Utilizing specialized audit software to develop audit work papers, perform tracking and forecasting for audit engagements
• Applies knowledge of transactional flow and key transactional cycles to complete audit work
• Review client accounting and operating procedures and systems of internal control and conduct audit tests
• Documents, validates, and assesses effectiveness of internal control system
• Determine and communicate improvements to client internal controls and accounting procedures

• Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness
• Recommends appropriate outcomes to critical issues

• Executes proper BDO methodology including but not limited to proper archiving procedures

Key Skills

• Manage the audit engagements – staffing, feedback, and development of the team
• Performing complex and specific audit procedures, while developing effective, client-focused audit strategies
• Coaching and managing a team of audit professionals, facilitating them to have the information, tools, and opportunities they need to grow
• Proactively building relationships that support our ability to provide tailored services that meet a wide range of assurance needs and contribute to new business development
• Identifying and reacting to potential risks and developing new ways to improve our services and processes that promote growth
• Continuously updating your understanding of business trends and emerging technologies to maintain firm’s reputation as a trusted business advisor
• Applies knowledge and understanding of US GAAP, IFRS, US GAAS, AICPA, SEC and PCAOB regulations and guidelines, and documents and communicates the application of these principles.
• Experience in walkthrough documentation and controls testing attributes for various clients

Industry knowledge & experience

• Knowledge of current market issues in the Banking & Insurance (and/or), Real Estate (and/or), Asset Management (and/or), Employee Benefit Plan industries
• Experience serving clients in the Banking & Insurance (and/or), Real Estate (and/or), Asset Management (and/or), Employee Benefit Plan industries

    Research

• Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information.

• Defines methodology to conduct research projects and completes in a timely manner
• Applies comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research
• Prepares memo supporting research/conclusions and consults with others if appropriate
• Presents issues to RTD or concurring reviewer effectively and accurately

Supervisory Responsibilities

• Responsible for supervision of Associates and Senior Associates on all projects
• Review work prepared by Associates and Senior Associates and provide review comments
• Act as a Career Advisor to Associates and Senior Associates

• Schedule and manage workload of Associates and Senior Associates
• Provide verbal and written performance feedback to Associates and Senior Associates
• Teach/coach Seniors and Associates to provide on the job learning
• Other duties as required

Qualifications, Knowledge, Skills and Abilities

Education:

• Bachelors or master’s degree in accounting or equivalent
• MBA/ Master’s in accountancy is a plus

Qualification:

• CA/CPA/ACCA qualified preferred

Experience:

• Six (6) to Ten (10) years prior work experience in public accounting
• Prior significant supervisory experience
  • Prior Experience in these industries- Banking & Insurance, Real Estate, Asset Management (Hedge Funds, Private Equity, Venture Capital), Employee Benefit Plan.

Software:

• Experience in the use of various assurance applications and research tools as is appropriate for this level
• Microsoft Office Products, including Windows, Word, Excel, and PowerPoint

Other Knowledge, Skills & Abilities:

• Experience in recruiting talent for the firm
• Experience in conducting Local/National office trainings
• Possess proven solid verbal and written communication skills
• Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting
• Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
• Possess client development/relationship-building skills
• Possess solid decision-making skills
• Able to resolve complex accounting issues
• Able to be responsible for business development and marketing
• Able to be responsible for engagement profitability including billings and collections