Assurance + Advisory Process Development Specialist

NorthPoint Search Group•Atlanta, GA

12d•Onsite

About The Position

We are seeking an Assurance + Advisory Process Development Specialist to serve as the link between practitioners and the development team, helping design and deliver solutions that transform how assurance and advisory services are performed. This role blends product ownership, workflow optimization, testing, and stakeholder engagement—ideal for someone who understands practice processes and wants to help shape their future.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or related field.
3+ years of experience in Assurance (audit, review, compilation) and/or Advisory within a CPA firm or professional services environment.
Familiarity with tools such as CaseWare, Thomson Reuters, CCH Engagement, IDEA, or Power BI.
Ability to translate business needs into technical requirements.
Strong communication skills for working with partners, staff, and developers.
Detail-oriented, proactive, and collaborative problem-solver.
Able to manage multiple priorities in a fast-paced environment.

Responsibilities

Product Ownership & Development Collaboration ● Advocate for Assurance & Advisory teams on innovation and modernization projects.
Define, refine, and prioritize the product backlog based on business value.
Collaborate with developers through sprint planning, standups, and reviews.
Provide real-time clarification on requirements during build cycles.
Ensure solutions align with practitioner workflows and usability expectations.
Business Analysis ● Review workflows to identify inefficiencies and automation opportunities.
Document current-state and design future-state processes.
Write detailed user stories, functional specifications, and acceptance criteria.
Validate requirements against business goals.
Testing & Quality Assurance ● Develop and execute test cases for new features and enhancements.
Conduct functional, UAT, and regression testing.
Document and track defects and partner with developers on resolution.
Ensure final deliverables meet performance, usability, and compliance standards.
Stakeholder Engagement & Change Management ● Facilitate workshops, demos, and feedback sessions with practice leaders and staff.
Support solution rollout with training materials and adoption guidance.
Monitor solution performance post-launch and recommend improvements.