Assurance Director

BDO USA•Costa Mesa, CA

1d•$135,000 - $275,000

About The Position

The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These additional responsibilities are conferred only as outlined above. This senior role recognizes the person as an expert of great long-term value to the firm.

Requirements

Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred
Eight (8) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Prior significant supervisory experience, required
Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO’s Assurance Licensing Policy, required
If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines
Ability to supervise managers, seniors and staff, as the situation dictates, motivate team
Possess strong GAAP and GAAS technical skills and knowledge with possible industry expertise in a specialized and technical field of assurance
Advanced knowledge of SEC reporting rules, if required by specialization
Possess people development and delegation skills, including training/instruction
Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
Possess excellent risk management decision-making skills
Able to function as Engagement Director on certain engagements as set forth by specific policy
Get involved with other areas of practice

Nice To Haves

Master’s degree in Accountancy, preferred
Industry expertise in one or more assurance specialty, preferred
Proficient with the Microsoft Office Suite, preferred
Experience with assurance applications and research tools, preferred

Responsibilities

Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole.
May also be, but not required to be, a Client Service Engagement Director. In this capacity, may sign audit review and compilation reports related to these engagements, as well as engagement letters and other correspondence.
The Director must demonstrate the requisite industry experience necessary for the specified engagement.
The engagement must be not designated as requiring an IQCR Review in accordance with the BDO Assurance Manual and may not be associated with or expected to be associated in the foreseeable future, which is generally a two-year horizon, with a public company.
The final review of only the financial statements and MRC must be performed by an Assurance Partner.
Written pre-approval must be obtained from the Practice Region RTD and RBLL and the Practice Office OBLL.
The Director must demonstrate the requisite industry experience necessary to serve as a concurring reviewer for the specified engagement.
When serving as a concurring reviewer, the Assurance Director should not have worked on the engagement in another capacity for the prior two-year period, and is prohibited from performing work on the engagement in other capacities.
Has an advanced knowledge of governing principles, applying those principles to client transactions, and documenting and communicating an understanding of these principles.
Has a general understanding of the collective effect of various factors on establishing, enhancing, or mitigating the effectiveness of specific policies and procedures.
Ability to identify critical and control points.
Ability to document and validate internal control system.
Ability to assess effectiveness of internal control system.
Ability to make constructive suggestions to improve client internal controls and accounting procedures.
Has an advanced knowledge of professional standards, application of the principles contained in professional standards.
An ability/experience teaching others GAAS procedures and providing guidance to others and affirms conclusions made by others.
Other duties as required.
Review work prepared by associates, senior associates, and managers, and provide review comments as appropriate.
Act as a Career Advisor to associates, senior associates, and managers as assigned.
Provide verbal and written performance reviews to associates, senior associates, and managers.