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Job Summary: The Managing Director of Assurance Program Management is responsible for overseeing the strategic direction and execution of assurance programs within the firm. This role ensures the alignment of assurance initiatives with the firm's objectives, driving efficiency and effectiveness in program delivery. The Managing Director collaborates with senior leadership to develop and implement policies and procedures that enhance the quality and consistency of assurance services. This position requires a deep understanding of industry standards and regulatory requirements, as well as the ability to lead and mentor a team of professionals. The Managing Director plays a critical role in fostering innovation and continuous improvement within the assurance department. Job Duties: Designs and Implements Methodology Projects
- Develops and implements strategic plans for assurance program management and to increase capacity
- Designs related guidance, tools or templates, as needed, and related policies
- Oversees others working on various projects
- Drives methodology initiatives to improve engagement teams on audit consultations margins, quality, and work experience
- Collaborates with senior leadership to align assurance initiatives with firm objectives
- Ensures compliance with industry standards and regulatory requirements
- Drives innovation and continuous improvement within the assurance department
Performs Reviews
- Sets guidance in accordance with related auditing standards
- Creates learning materials, and industry specific training for alignment with overall methodology
- Designs tailored guidance and templates
- Guides team in performing annual reviews of related tools and checklists for any necessary updates
- Develops activities related to setting standards and contribute input throughout the standard-setting process
- Guides team in analysis of changes in standards, including necessary updates in materials
Participates in Standard Setting
- Oversees the execution and delivery of assurance programs
Facilitates Learning and Training Events
- Leads, plans, develops, and facilitates learning and training events
- Other duties as required
Translates Business & Quality Needs
- Plays a lead role in translating business and quality needs into well designed programs
- Develops and maintains relationships with key stakeholders to continue legacy value
- Leads high-level decision making and strategic thinking regarding the trajectory of the practice
Supervisory Responsibilities
- Serves as a Career Advisor to management level staff, as assigned
- Provides verbal and written performance reviews to assigned advisees
Qualifications, Knowledge, Skills, & Abilities: Education
- Bachelor's degree in Accounting, Finance, Marketing, or Economics, required
- Master's degree in Business Administration, preferred
Experience
- Ten (10) or more years of prior assurance services work experience, required
- Five (5) or more years in a leadership role, required
License(s)/Certification(s)
- CPA certification, required
Software
- Proficient in Microsoft Office suite, including Word, Excel, PowerPoint, and Outlook, preferred
- Experience with assurance research databases, preferred
Other Knowledge, Skills & Abilities:
- Comprehensive understanding and proficiency in audit methodology and auditing standards
- Effective leadership and team management capabilities
- Exceptional written and verbal communication abilities
- In-depth knowledge of technical auditing aspects, including GAAP, GAAS, SEC, and PCAOB rules and regulations
- Strong analytical and problem-solving aptitude
- Capacity to thrive in a fast-paced, deadline-driven environment
- Dedication to continuous improvement and innovation
- Proficient training presentation skills
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