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.

 

·       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.

 

·       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.

 

·       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.

 

 

 

·       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.