Senior Manager | Risk & Advisory
CBIZ Advisory Services · Tulsa, OK · 1 mo ago
HybridFull-time
Job Description #CBIZAdvisory Responsibilities Our Risk & Advisory Services practice offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, our Risk & Advisory Services practice provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America. Essential Functions & Primary Duties Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and teamManage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budgetDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Understand the client’s organization, procedures and internal policiesResponsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serveManage and retain multiple client relationships, engagements and special projectsDevelop overall engagement budgetConsistently meet charge hour goalsResponsible for billing and realization on assigned clients; explain variancesSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and build a positive cultureParticipate in practice development activities that lead to the generation of new business and the opportunities for cross-servesConduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures in accordance with the firm’s standards and proceduresMonitor and assess client business control environments and identify changes or exceptionsWork with sense of urgency and the ability to shift focus as needed throughout the dayComplete audit work papers as directed, clear any management comments in a timely manner, vet findings and observations with appropriate client contacts, and clearly articulate findings and observations to teammates and managementWork closely with management to identify potential process improvements and effective business processes, including best practices and internal control approaches Preferred Qualifications Working towards professional certifications such as CPA and CIAExperience in assessing internal controls, risks, and business processes, as well as developing audit programs to address those assessments is a plusIndustry experience is a plusData analytics experience in ACL or IDEA Minimum Qualifications Bachelor's degree required 8 years experience in public accounting or related field 5 years supervisory Must have active CPA or equivalent certification Ability to manage all aspects of client engagements Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on business needs About Us CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.