Financial Risk Advisory Manager

Position Overview:   Risk Advisory Managers are project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s.   Principal Duties and Responsibilities:   Project Delivery:   ·       Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects). ·       Sets realistic deadlines with the client and internally with the team. ·       Seen as the principle point of contact by the client and CFGI leadership for each project.   Engagement Management:   ·       Schedules and manages teams/individuals of various staff level(s) based upon project need and scope. ·       Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget. ·       Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices. ·       Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project’s Partner.   Technical Acumen:   ·       Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies. ·       Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping. ·       Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies. ·       In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations. ·       Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards.     Education and Experience Requirements:   ·       5+ years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 3 years at a Big Four or a large national firm. ·       Undergraduate degree in accounting or similar field from an accredited university. ·       CPA or equivalent combined with solid accounting experience are preferred but not required. ·       Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests. ·       Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams. ·       Strong analytical and critical thinking abilities. ·       Excellent communication and presentation skills, both verbal and written. ·       Exceptional virtual and in-person executive presence. ·       Entrepreneurial nature, self-motivated, ethical, and dependable. ·       As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.