Jobs · OTHR · Indiana

Senior Associate

KSM (Katz, Sapper & Miller) · Indianapolis, IN · 2 wk ago
OTHRFull-time

About the role

General Function as the EIC on examinations under the supervision of a Director, as needed.

Responsibilities

  • Work with supervisor to ensure that an early, proactive project plan is in place for areas assigned.
  • Encourage team to consider/suggest ways to improve prior approach or documentation.
  • Strive to perform tasks that add value.
  • Review team's qualifications to ensure adequate staffing, communicate any concerns with supervisor.
  • Manage assigned staff and assist supervisor with overall engagement.
  • Work collaboratively with supervisor to manage the project to a successful completion from a quality and cost standpoint.
  • Obtain a clear understanding of expectations and concerns of the DOI and the analysts.
  • Work closely with supervisor to ensure the team has a clear understanding of such issues and is actively working to address the issues in a timely manner.
  • Assist supervisor in managing deadlines, budgets, and Noble staff.
  • Manage for no surprises.
  • Proactively identify issues or potential issues and bring them to the attention of the supervisor.
  • Provide supervisor with useful, actionable information throughout the examination with suggested solutions for problems identified.
  • Proactively communicate with supervisor regarding the status of the area assigned.
  • Conduct interviews as assigned.
  • Be professional both on site and near the company.
  • Be accessible and responsive.
  • Work with supervisor to determine reasonable initial scopes, timelines, and budgets.
  • Monitor budgets and schedules as requested.
  • Proactively communicate with supervisor regarding potential issues that may impact budget.
  • Try to foresee these types of occurrences and offer potential solutions.
  • Prepare status reports for the DOI and Noble, as requested.
  • In the role of an EIC, monitor project status and work with supervisor to ensure vacations, holidays, and work travel do not threaten deadlines.
  • In the role of an EIC, strive for early identification of issues that impact time and expenses and work with supervisor to manage these issues.
  • Work with supervisor on initial planning to ensure Noble team members understand the project and their responsibilities.
  • In the capacity as an EIC, review information requests and all work papers.
  • In the capacity as an EIC, ensure the project is in compliance with accreditation standards.
  • Encourage and consider Staff ideas for potential improvements.
  • Work with supervisor to make sure the approach to the engagement and work plan are appropriate.
  • Identify areas in which subject matter expertise may be needed.
  • Conduct weekly internal status meetings with team as appropriate to make sure progress is on track with budgets and deadlines.
  • Assign engagement responsibilities to Staff as needed on an engagement based on instructions from supervisor.
  • Communicate with supervisor and Staff regarding subject matter and potential client issues.
  • As an EIC, coordinate activities with specialists (IS, ACL, Reinsurance, Investments, Actuarial) and ensure progress is on track.
  • Look for opportunities to expand Noble's role on a project.
  • As an EIC, foster relationships with DOI contacts, as appropriate.
  • Participate in 360 reviews with Noble staff and project debriefing.
  • Perform on the job training with Staff as appropriate.
  • As an EIC, continue to expand responsibility of Staff and, thus, increase leverage (as appropriate).
  • Be prepared for new engagements; research the client in advance, read relevant industry news and research relevant accounting issues.
  • Increase industry knowledge and stay abreast of industry news and relevant accounting issues.
  • Be prepared to hand off duties on the project to another team member.
  • Communicate regularly and effectively throughout engagement.
  • Provide conclusions in an understandable and useful way.
  • Provide feedback that will allow our DOI contacts to be better informed as a result of the examination process.
  • Work closely with supervisor to manage this process.

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