The Senior Manager must plan, oversee, and review the results of the audit.  This position will be responsible for managing multiple engagements at one time and for recruitment and development of staff.

Professional Responsibilities:

• Complete engagements as assigned and maintain client relationships
• Understand and apply engagement methodology practices; from initiating an engagement with a thorough understanding of scope and familiarity with client processes, to appropriate documentation of work performed using clear and concise oral and written communication of detailed work and issues and observations.  Performance should be reflective of the depth of theoretical and practical experience of the Professional.
• As required, prepare status update reports for client status meetings.
• Comply with firm requests for information or input on an as-needed basis.
• Remain technically competent and attend training to maintain professional designations.
• Maintain and expand professional skills by spending on average 40 hours in training each year.
• Enter time and expenses bi-weekly.
• Notify client and Office Administrator when you are unexpectedly absent from, or are late to, the project site.
• Follow the corporate Quality Assurance system on all engagements.
• Identify and assess opportunities for additional services that would be beneficial to the client

Business Development

• Participate in the development of annual practice budgeting process and business development plan
• Execute Business Development Plan by:
  • Participating in sales and business development calls, meetings and presentations as required.
  • Assisting in marketing and sales strategy and process to achieve established annual revenue generation goals assigned.
  • Assisting the Principal/Director/Senior Manager in preparation of sales proposals as needed.
  • Identifying additional engagement opportunities while at the customer site and communicate those opportunities to the Principal/Director/Senior Manager for follow-up.
• Meet or exceed annual personal revenue generation goal that will be set each January of the each new-year according to set annual practice budget.

Engagement Management

• Manage various engagement activities including, but not limited to:
  • Planning the engagement
  • Organizing kick-off meetings
  • Ensuring appropriate materials and supplies are available at all times
  • On-going monitoring of the engagement scope
  • Keeping the engagement within budget
  • Ensuring quality of the work and timely completion of all deliverables
  • Preparing client deliverables
  • Reviewing work performed by consulting staff
  • Attending closing meetings, as well as status meetings, as appropriate
  • Providing day-to-day client assistance
  • Identifying and/or interpreting the client’s requirements and recommending appropriate service and/or solutions
  • Ensuring the quality of  services and customer deliverables
• Provide Principal or designate in his/her absence with a weekly summary of updates on engagements that he/she is responsible for managing.
• Ensure compliance with the Operations Manual procedures.

Staff Coaching, Mentoring and Performance Evaluation

• Responsible for writing and delivering the engagement evaluation forms for each Engagement Staff member on an engagement.
• Provide on-the-job training and orientation of Professional, as needed.  This also includes preparing group-training presentations for the office.
• Serve as a coach to the Engagement Staff to encourage growth and development.
• Identify training needs of Engagement Staff and communicate those needs to the Principal for planning and coordination.
• Assist in recruitment and hiring of quality Engagement Staff.

Other Duties

• Assist Project Management as needed.
• Assist in office administrative duties whenever necessary.
• Participate in process and quality improvement teams as needed.
• Identify “best practices” during engagements and ensure they are incorporated in the firm database.
• Confer with the Principal/Director/Senior Manager on matters pertaining to resources for the engagements.
• Solicit the input of Principal/Director/Senior Manager on matters pertaining to scheduling, percentage of job completion, problem areas, and the like.
• Comply with firm requests for information or input on an as-needed basis.
• Other duties as requested.

Recommended Position Qualifications

• 7– 10 years experience in the External Audit/Assurance arena – Senior Manager Audit
• Bachelor’s degree in Accounting; Advanced credentials recommended (CPA)
• Effective verbal and written communication skills including presentations.

Strong background in software used in the service line, as well as Microsoft Office applications including Excel, Word, PowerPoint, Project and Access.