Assurance Experienced Manager - Asset Management
for section headings, - for lists,
for prose. Don't repeat job title as heading. Don't include Job ID/requisition numbers (none present). Remove boilerplate like EEO, equal opportunity, scam warnings, application instructions.
The posting has:
- Job Summary (prose)
- Job Duties with multiple categories (each could be a subsection or combined)
- Supervisory Responsibilities (list)
- Education Qualifications, Knowledge, Skills and Abilities (multiple subsections)
- Salary ranges by state (Pay section)
- About Us with benefits info (Benefits section)
I should structure:
- About the role (from Job Summary)
- Responsibilities (from Job Duties and Supervisory Responsibilities)
- Requirements (from Education, Experience, License, Software, Other)
- Pay (salary ranges)
- Benefits (from About Us)
For Responsibilities, the Job Duties has many bullet points under categories. I could either make each category a sub-list or combine into one big list. Since the instruction says use
- for any list of duties, I'll create a list for each major category or combine. But the rule says "use
- for any list of duties/requirements/benefits". I think I should group them logically.
I'll create:
About the role
Job summary text...
Responsibilities
- Control Environment: ...
... but each bullet is a duty. The original has subheadings like "Control Environment:", "Gaap", "SEC And PCAOB", etc. I could make each a separate list item with the category as bold or just include in the text. Since it's a list of duties, I'll make each bullet a duty, preserving the category context.
Better: create a list where each item is a duty, prefixed by the category. Or create nested lists? But the instruction says use - for any list. Nested lists are okay but might be overkill. I'll flatten: each bullet is a duty, with the category indicated.
Similarly for Requirements: multiple categories (Education, Experience, License, Software, Other). I'll make a list for each category or combine.
Let's parse the content.
Job Summary: "The Assurance Experienced 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 Experienced Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Experienced Manager 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, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems."
Job Duties: multiple categories with bullet points. I'll extract each bullet as a list item.
Supervisory Responsibilities: list of 6 items.
Education Qualifications: Bachelor's degree required, Master's preferred.
Experience: 6+ years, supervisory experience, industry expertise preferred.
License/Certifications: Active US CPA required, etc.
Software: Microsoft Office Suite preferred, assurance applications preferred.
Language: N/A (drop)
Other Knowledge, Skills & Abilities: list of 12 items.
Pay: salary ranges by state.
About Us: describes culture, ESOP, Total Rewards benefits. This can be Benefits section.
Now, I need to output only HTML fragment, no markdown fences.
Let's write.
First, About the role:
About the role
The Assurance Experienced 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 Experienced Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, applying GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP/GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems.
Responsibilities: combine Job Duties and Supervisory Responsibilities. I'll create a list with all duties. There are many. I'll group by category but as flat list.
Responsibilities
- Control Environment: Apply knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures.
- Control Environment: Apply a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls.
- Control Environment: Validate and assess effectiveness of internal control over financial reporting.
- Control Environment: Identify and communicate to management and audit committee suggestions to improve client internal controls and accounting procedures.
- Control Environment: Identify and delegate functions of the audit to the auditor in charge as deemed appropriate.
- Control Environment: Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work.
- Control Environment: Provide on-the-job training to the engagement staff during audit field work.
- GAAP: Apply knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles.
- GAAP: Identify and consult with clients on the impact of new accounting pronouncements.
- GAAP: Monitor and communicate important professional, industry pronouncements.
- GAAP: Present and discuss alternative generally accepted accounting principles and arguments for/against such alternatives.
- GAAP: Draft complex financial statements and related footnote disclosures and effectively communicate these to client.
- GAAP: Identify complex accounting issues and form and document resolution, seeking counsel of BDO technical experts as needed.
- SEC and PCAOB: Apply knowledge and understanding of SEC regulations and PCAOB guidelines, and document and communicate the application of these principles.
- SEC and PCAOB: Review SEC filings, including MD&A, financial statements, and disclosures for appropriateness in form, content, completeness, and accuracy, and ensure that quarterly reviews are properly performed.
- SEC and PCAOB: Review required communications to the client and Audit Committee, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines.
- SEC and PCAOB: Review Section 404 internal control audit work all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines.
- SEC and PCAOB: Ensure compliance with engagement independence requirements and consult internally as needed.
- GAAS: Apply knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement.
- GAAS: Apply a thorough knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work.
- GAAS: Provide guidance to others and affirm conclusions made by others.
- GAAS: Communicate matters required to be reported to the Audit Committee/Board and those charged with governance.
- GAAS: Apply the use of efficiency tools such as statistical sampling, CAATS, etc.
- Methodology: Apply knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products.
- Methodology: Conduct detailed review to assure audit is completed in accordance with assurance manual standards.
- Methodology: Prepare or review required communications to management and audit committees, ensuring timeliness and completeness.
- Methodology: Recommend appropriate outcomes to critical issues.
- Methodology: Initiate and prepare client acceptance/retention procedures where appropriate.
- Methodology: Plan the audit process and oversee the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines.
- Methodology: Execute proper BDO methodology including but not limited to proper archiving procedures.
- Methodology: Consider Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients.
- Research: Apply methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information.
- Research: Define methodology to conduct research projects and complete in a timely manner.
- Research: Apply comprehensive knowledge of all appropriate research tools and draw conclusions based upon appropriate research.
- Research: Prepare memo supporting research/conclusions and consult with others if appropriate.
- Research: Present issues to RTD or concurring reviewer effectively and accurately.
- Perform other duties as required.
- Supervise 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.
Requirements: combine Education, Experience, License, Software, Other Knowledge.
Requirements
- Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
- Master’s in Accountancy preferred.
- Six (6) or more years of prior relevant audit experience and/or public accounting, private industry accounting, or consulting/professional services experience required.
- Prior significant supervisory experience required.
- Industry expertise in one or more assurance specialty preferred.
- Active licensed US CPA, recognized active International Equivalent, or unique qualification as defined by BDO’s Assurance Licensing Policy required.
- If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines.
- Proficient with the Microsoft Office Suite preferred.
- Experience with assurance applications and research tools preferred.
- Sound GAAP and GAAS knowledge.
- Familiarity with SEC and PCAOB reporting rules.
- Proven solid verbal and written communication skills.
- Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting.
- Executive presence – ability to be primary contact for the client, prepare and present presentations to clients and potential clients.
- Client development/relationship-building skills.
- Solid decision-making skills.
- Ability to resolve complex accounting
for prose. Don't repeat job title as heading. Don't include Job ID/requisition numbers (none present). Remove boilerplate like EEO, equal opportunity, scam warnings, application instructions. The posting has: - Job Summary (prose) - Job Duties with multiple categories (each could be a subsection or combined) - Supervisory Responsibilities (list) - Education Qualifications, Knowledge, Skills and Abilities (multiple subsections) - Salary ranges by state (Pay section) - About Us with benefits info (Benefits section) I should structure: - About the role (from Job Summary) - Responsibilities (from Job Duties and Supervisory Responsibilities) - Requirements (from Education, Experience, License, Software, Other) - Pay (salary ranges) - Benefits (from About Us) For Responsibilities, the Job Duties has many bullet points under categories. I could either make each category a sub-list or combine into one big list. Since the instruction says use
- for any list of duties, I'll create a list for each major category or combine. But the rule says "use
- for any list of duties/requirements/benefits". I think I should group them logically.
I'll create:
About the role
Job summary text...
Responsibilities
- Control Environment: ... ... but each bullet is a duty. The original has subheadings like "Control Environment:", "Gaap", "SEC And PCAOB", etc. I could make each a separate list item with the category as bold or just include in the text. Since it's a list of duties, I'll make each bullet a duty, preserving the category context. Better: create a list where each item is a duty, prefixed by the category. Or create nested lists? But the instruction says use
- for any list. Nested lists are okay but might be overkill. I'll flatten: each bullet is a duty, with the category indicated.
Similarly for Requirements: multiple categories (Education, Experience, License, Software, Other). I'll make a list for each category or combine.
Let's parse the content.
Job Summary: "The Assurance Experienced 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 Experienced Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Experienced Manager 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, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems."
Job Duties: multiple categories with bullet points. I'll extract each bullet as a list item.
Supervisory Responsibilities: list of 6 items.
Education Qualifications: Bachelor's degree required, Master's preferred.
Experience: 6+ years, supervisory experience, industry expertise preferred.
License/Certifications: Active US CPA required, etc.
Software: Microsoft Office Suite preferred, assurance applications preferred.
Language: N/A (drop)
Other Knowledge, Skills & Abilities: list of 12 items.
Pay: salary ranges by state.
About Us: describes culture, ESOP, Total Rewards benefits. This can be Benefits section.
Now, I need to output only HTML fragment, no markdown fences.
Let's write.
First, About the role:
About the role
The Assurance Experienced 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 Experienced Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, applying GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP/GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems.
Responsibilities: combine Job Duties and Supervisory Responsibilities. I'll create a list with all duties. There are many. I'll group by category but as flat list.Responsibilities
- Control Environment: Apply knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures.
- Control Environment: Apply a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls.
- Control Environment: Validate and assess effectiveness of internal control over financial reporting.
- Control Environment: Identify and communicate to management and audit committee suggestions to improve client internal controls and accounting procedures.
- Control Environment: Identify and delegate functions of the audit to the auditor in charge as deemed appropriate.
- Control Environment: Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work.
- Control Environment: Provide on-the-job training to the engagement staff during audit field work.
- GAAP: Apply knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles.
- GAAP: Identify and consult with clients on the impact of new accounting pronouncements.
- GAAP: Monitor and communicate important professional, industry pronouncements.
- GAAP: Present and discuss alternative generally accepted accounting principles and arguments for/against such alternatives.
- GAAP: Draft complex financial statements and related footnote disclosures and effectively communicate these to client.
- GAAP: Identify complex accounting issues and form and document resolution, seeking counsel of BDO technical experts as needed.
- SEC and PCAOB: Apply knowledge and understanding of SEC regulations and PCAOB guidelines, and document and communicate the application of these principles.
- SEC and PCAOB: Review SEC filings, including MD&A, financial statements, and disclosures for appropriateness in form, content, completeness, and accuracy, and ensure that quarterly reviews are properly performed.
- SEC and PCAOB: Review required communications to the client and Audit Committee, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines.
- SEC and PCAOB: Review Section 404 internal control audit work all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines.
- SEC and PCAOB: Ensure compliance with engagement independence requirements and consult internally as needed.
- GAAS: Apply knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement.
- GAAS: Apply a thorough knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work.
- GAAS: Provide guidance to others and affirm conclusions made by others.
- GAAS: Communicate matters required to be reported to the Audit Committee/Board and those charged with governance.
- GAAS: Apply the use of efficiency tools such as statistical sampling, CAATS, etc.
- Methodology: Apply knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products.
- Methodology: Conduct detailed review to assure audit is completed in accordance with assurance manual standards.
- Methodology: Prepare or review required communications to management and audit committees, ensuring timeliness and completeness.
- Methodology: Recommend appropriate outcomes to critical issues.
- Methodology: Initiate and prepare client acceptance/retention procedures where appropriate.
- Methodology: Plan the audit process and oversee the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines.
- Methodology: Execute proper BDO methodology including but not limited to proper archiving procedures.
- Methodology: Consider Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients.
- Research: Apply methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information.
- Research: Define methodology to conduct research projects and complete in a timely manner.
- Research: Apply comprehensive knowledge of all appropriate research tools and draw conclusions based upon appropriate research.
- Research: Prepare memo supporting research/conclusions and consult with others if appropriate.
- Research: Present issues to RTD or concurring reviewer effectively and accurately.
- Perform other duties as required.
- Supervise 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.
Requirements
- Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
- Master’s in Accountancy preferred.
- Six (6) or more years of prior relevant audit experience and/or public accounting, private industry accounting, or consulting/professional services experience required.
- Prior significant supervisory experience required.
- Industry expertise in one or more assurance specialty preferred.
- Active licensed US CPA, recognized active International Equivalent, or unique qualification as defined by BDO’s Assurance Licensing Policy required.
- If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines.
- Proficient with the Microsoft Office Suite preferred.
- Experience with assurance applications and research tools preferred.
- Sound GAAP and GAAS knowledge.
- Familiarity with SEC and PCAOB reporting rules.
- Proven solid verbal and written communication skills.
- Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting.
- Executive presence – ability to be primary contact for the client, prepare and present presentations to clients and potential clients.
- Client development/relationship-building skills.
- Solid decision-making skills.
- Ability to resolve complex accounting
- for any list of duties/requirements/benefits". I think I should group them logically.
I'll create: