About this opportunity
CBIZ Advisory Services lists this Senior Manager | Risk & Advisory opportunity in tulsa, Oklahoma. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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 team
Manage 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 budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the client’s organization, procedures and internal policies
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
Manage and retain multiple client relationships, engagements and special projects
Develop overall engagement budget
Consistently meet charge hour goals
Responsible for billing and realization on assigned clients; explain variances
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Conduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures in accordance with the firm’s standards and procedures
Monitor and assess client business control environments and identify changes or exceptions
Work with sense of urgency and the ability to shift focus as needed throughout the day
Complete 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 management
Work 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 CIA
Experience in assessing internal controls, risks, and business processes, as well as developing audit programs to address those assessments is a plus
Industry experience is a plus
Data 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..
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Worksite address
tulsa, OK, 74145, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.