Assurance Manager - CDH, PC

Position Summary

The Assurance Manager has shared responsibility for the overall operation of the Firm’s Assurance department from a staff management, project service and delivery perspective. The Assurance Manager oversees the preparation and delivery of Firm assurance and review engagements.

Professional Responsibilities

• Reports departmental performance to management and offers suggestions about department strategy and resource utilization
• Determine and suggest new processes to help efficiency
• Relies on extensive experience and judgment to plan and accomplish goals 
• Researches applicable U.S. GAAS and GAAP standards and rules and ensures updates to relevant topics are thoroughly researched and communicated to the department and clients 
• Serves as departmental role model by adopting CDH core values and the Firm’s Five Star philosophy specifically in the areas of providing outstanding service to existing and potential clients; communicating effectively with team members and fostering a spirit of teamwork and continuous improvement
• Hires, supervises, trains, mentors and develops all levels of department staff from interns through seniors
• Participates in firm-wide leadership activities including monthly and annual staff meetings, performance meetings, recruitment activities and other duties necessary to advance departmental and firm initiatives
• Meets with potential or existing external clients to develop client relationships; starts becoming key client contact
• Assumes overall responsibility in all phases of multiple audit and review engagements, including planning, internal control analysis and preparing detailed reports on findings
• Involved with engagement budgeting, delegating and monitoring workloads, along with client satisfaction
• Strong project management and organization skills to oversee the engagement progress, as well as supervise multiple staff.
• Manages and supervises the execution of external audit and review engagements:
  • Has knowledge of U.S. GAAS requirements related to key audit areas such as cash, accounts receivable, long-term debt, accounts payable, inventory, accruals and income statement
  • Prepares and reviews financial statements, and other reports using Generally Accepted Accounting Principles and Generally Accepted Auditing Standards in the United States of America
  • Completes and/or supervises audit planning including assessment of inherent risk, control risk, and determination of risks related to each engagement
  • Performs inventory observations to ensure accuracy and existence
  • Has ability to complete current and deferred tax provisions
  • Uses analytics to complete financial statement reviews
  • Identifies the need for specialists on an engagement
  • Collects and analyzes data to detect deficient controls, fraud, or non-compliance with laws, regulations, and management policies
  • Applies U.S. GAAP and GAAS to complex testing areas, designs and performs audit tests and explains attest report
  • Uses logic and reasoning to examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity
  • Uses relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards
  • Understands the implications of new information for both current and future problem-solving and decision-making
• Reports to clients’ management about audit results, including business strategies, practices and policies, and recommend changes in operations and financial activities
• Proficient with Excel, Word, and ability to learn and train/supervise others on data extraction and other software used for audit efficiency

Personal Responsibilities

• Attend professional development and training sessions on a regular basis, along with directly educating the department
• Follow and promote CDH Core Values and Five Star philosophy, including excellent client service, communication and interpersonal skills
• Maintain and expand knowledge base in area of expertise
• Take proactive career steps

Qualifications

• Bachelor’s Degree in accounting or related field
• Current CPA license
• 4-8 years of related experience in public accounting
• Experience with U.S. GAAP, GAAS and SOX, along with project and client management
• Ability and willingness to travel to clients within the Firm’s market area

We are an equal opportunity employer. EEO/AA/D/V/F