Manager, Risk Advisory Services

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes job summary, duties, supervisory responsibilities, education qualifications, knowledge, skills, abilities, etc. Benefits: there is a paragraph about BDO benefits (ESOP, etc.) but it's generic; but it's actual content about benefits. Should we include Benefits section? The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The posting does mention benefits: "BDO provides assurance... We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings." Also "Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits." That's specific enough? It's not placeholder. So we can include Benefits section with that content. Pay: No mention of salary or pay. So omit Pay. Schedule: The posting says "This position may work a sporadic and fluctuating schedule." That's specific content about schedule. So we can include Schedule section with that sentence. Now we need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. We have: - About the role: Could be the Job Summary paragraph. That's substantive. - Responsibilities: Job Duties and Supervisory Responsibilities. - Requirements: Education Qualifications, Knowledge, Skills, and Abilities? Actually that section includes Education Qualifications, Knowledge, Skills, and Abilities. But we also have separate Skills section. Might split: Requirements could be experience, education, certifications. Qualifications could be similar. But we need to avoid duplication. The instruction: Prefer a few substantive sections over many thin ones. So we could combine Education, Experience, Certifications into Requirements. Skills into Skills section. Qualifications maybe not needed if overlapping. But we have to follow the list of allowed headings; we can omit any that lack content. Let's map content: Job Summary: "The Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement/transformation, regulatory compliance, risk management, information technology audit & control, financial and operational audit, business conduct and/or Sarbanes-Oxley (“SOX”). In this role, the Manager, Risk Advisory Services is charged with managing a team of professionals through all stages of an internal audit and/or consulting engagement to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding relevant client business risks. TheManager, Risk Advisory Services will also be responsible for providing suggestions to improve the internal controls and operating procedures of assigned clients, as well as managing certain aspects of engagement administration. This position may work a sporadic and fluctuating schedule." That's about the role. Job Duties: list of duties (many bullet-like sentences). We'll put in Responsibilities. Supervisory Responsibilities: also part of Responsibilities. Education Qualifications, Knowledge, Skills, and Abilities: includes bullet list of education, experience, licenses, software, other knowledge skills abilities. We can split: Requirements: Education, Experience, Licenses/Certifications. Skills: Software proficiency, other knowledge, skills & abilities (communication, analytical, etc.). Qualifications maybe not needed. But we have a heading Qualifications; we could put the same as Requirements? Might be redundant. Better to omit Qualifications if content overlaps. We need to preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from the posting. If we omit a heading, we must still include its content somewhere else under another heading. That's okay as long as we don't lose info. Thus we can have:

About the role

...job summary...

Responsibilities

• ...duties...
• ...supervisory responsibilities...

Requirements

• ...education...
• ...experience...
• ...licenses/certifications...

Skills

• ...software proficiency...
• ...other knowledge, skills & abilities...

Benefits

...benefits paragraph...

Schedule

...sporadic and fluctuating schedule...

We must not include Pay. Now we need to extract the exact sentences, preserving all detail. Let's pull content. About the role: The paragraph from Job Summary (including the line about sporadic schedule? Actually that line is in Job Summary: "This position may work a sporadic and fluctuating schedule." That's schedule info; we might move it to Schedule section. But it's currently in the Job Summary paragraph. If we move it, we need to ensure we still preserve it. We'll keep schedule info in Schedule section, and remove from About the role? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. If we remove that sentence from About the role, we must still include it somewhere else (Schedule). That's fine. So we can edit About the role to exclude that sentence. Let's copy the Job Summary without that sentence. Job Summary text: "JOB DESCRIPTION The Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement/transformation, regulatory compliance, risk management, information technology audit & control, financial and operational audit, business conduct and/or Sarbanes-Oxley (“SOX”). In this role, the Manager, Risk Advisory Services is charged with managing a team of professionals through all stages of an internal audit and/or consulting engagement to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding relevant client business risks. TheManager, Risk Advisory Services will also be responsible for providing suggestions to improve the internal controls and operating procedures of assigned clients, as well as managing certain aspects of engagement administration." Note there's a typo "TheManager". We'll keep as is. Now Responsibilities: Job Duties list (many sentences). Also Supervisory Responsibilities. We need to convert each duty into

. Ensure we keep all details. Let's list duties from the text: - Acts as a primary contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified - Conducts informational interviews and facilitates meetings with client management members during engagement process - Communicates control gaps and suggested improvements to processes, controls, and risk management to client management and client management (duplicate phrase but keep) - Analyzes the client’s processes, risks, and controls - Provides exceptional client service and develops advanced level deliverables and/or solutions to client issues - Leads enterprise-wide risk assessment in established / required timelines while overseeing team - Coordinates and assists with development of risk-based audit plans and programs - Ensures the confidentiality of all documentation and work papers associated with client engagements - Establishes engagement budget, provides recommendations for project scope and underlying pricing changes, as needed - Prepares periodic and timely billings, and manages adjustments to engagement realization, as needed - Manages the engagement and underlying economics to ensure engagement metrics are achieved - Utilizes all available research aids (as practical), including databases and trade publications, to develop understanding of client’s industry - Identifies, builds, and maintains strategic relationships with client personnel, including members of client management - Prepares formal and informal presentations for client meetings - Identifies new business opportunities to expand the RAS-FS practice and communicates such opportunities to engagement supervisors - Participates in marketing and business development activities within practice - Drafts proposals and reports, and completes research, when needed - Administers project plans - Other duties as required Supervisory Responsibilities: - Supervises the day-to-day workload of RAS-FS Senior Associates and Associates on assigned engagements and reviews work product to ensure both professional and the firm’s quality standards are met - Ensures RAS-FS Senior Associates and Associates are trained on all relevant software - Evaluates the performance of RAS-FS Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development - Delivers periodic performance feedback and completes performance evaluations for RAS-FS Senior Associates and Associates in accordance with Firm guidance - Acts as mentor to RAS-FS Senior Associates and Associates, as appropriate Now Requirements: Education Qualifications, Knowledge, Skills, and Abilities section includes: Education Qualifications, Knowledge, Skills, and Abilities: - Bachelor’s degree in Accounting, Finance, required - MBA or other relevant advanced degree, preferred - Experience Six (6) or more years of banking, asset management, brokerage, and/or other financial services experience within a public accounting firm or financial institution performing internal audits, consulting, compliance and/or risk advisory services, required - Experience with internal controls, including SOX/FDICIA, process control design, preparation of flowcharts & control matrices, documentation and testing of controls, and identification and reporting of control “gaps”, required - Experience conducting audit planning, developing audit programs, performing testing, preparing work papers, and drafting audit reports, required - Three (3) or more years of prior supervisory experience, required - Minimum five (5) years of experience in performing internal audits of banking, asset management, brokerage, and/or other financial services activities, preferred: [list of sub-areas] - License/Certifications: CPA, CIA, CISA, and/or CFSA, preferred - Software: Proficient in the use of Microsoft Office Suite, including Excel, Word, and PowerPoint, required - Experience with ACL and/or IDEA, and MS Access, preferred - Experience in the use of various assurance applications and research tools as is appropriate for this level, preferred - Other Knowledge, Skills & Abilities: list (many bullet-like sentences) We need to split Requirements and Skills. Requirements could include: Education, Experience (years), Supervisory experience, Licenses/Certifications. Skills could include Software proficiency, Other Knowledge, Skills & Abilities. But we also have the sub-areas under Minimum five (5) years experience... that's part of experience detail; we can keep as part of Requirements. Let's extract Requirements content: - Bachelor’s degree in Accounting, Finance, required - MBA or other relevant advanced degree, preferred - Six (6) or more years of banking, asset management, brokerage, and/or other financial services experience within a public accounting firm or financial institution performing internal audits, consulting, compliance and/or risk advisory services, required - Experience with internal controls, including SOX/FDICIA, process control design, preparation of flowcharts & control matrices, documentation and testing of controls, and identification and reporting of control “gaps”, required - Experience conducting audit planning, developing audit programs, performing testing, preparing work papers, and drafting audit reports, required - Three (3) or more years of prior supervisory experience, required - Minimum five (5) years of experience in performing internal audits of banking, asset management, brokerage, and/or other financial services activities, preferred: Lending Activities (e.g., Consumer Loans/Commercial Loans/Portfolio Management/Problem Loan Management / ALLL) Treasury and Finance (e.g., Accounting & Controllers/Investments & Treasury/ALM/Liquidity Mgmt./Borrowing/Reg. Reporting) Core Regulatory Requirements (e.g., Consumer/Lending/Privacy/Operational/Compliance/Risk Management) Bank/Asset Management/Brokerage Operations (e.g., Branch Admin. & Retail