Assurance Experienced Senior, Asset Management

BDO Global•Houston, TX

63d•$90,000 - $130,000

About The Position

BDO's Asset Management and Private Equity Funds practice is a dynamic and rapidly growing practice nationwide, focused specifically on private equity funds, venture capital funds, fund of funds, small business investment companies (SBICs), business development companies (BDCs), real estate funds, and other alternative investment vehicles. The Assurance Experienced Senior will be responsible for the day-to-day execution of several of our premium asset management clients, including private equity funds and venture capital funds. These duties will encompass the planning, fieldwork execution, and the "wrap-up" phases of the audit. This role reports directly to a Principal and will assist in coordinating with IT, valuation, and tax specialists or in other fields of financial assessment. The Experienced Senior takes the lead in designing and supervising the implementation of the audit approach and in drawing up reports and recommendations. This position advises clients on financial reporting and regulatory developments and keep up to date with regulatory changes by attending internal and external seminars. The individual in this role will be a part of a highly motivated, diversified team in a rapidly developing sector.

Requirements

Bachelor's degree in Accounting, required
Three (3) or more years of experience in auditing asset managers/onshore/offshore fund vehicles and experience in industry relevant regulations, required
Actively pursuing completion of CPA licensing, required
Proficient in the use of Microsoft Office Suite, specifically Word, Excel, and PowerPoint, preferred
Solid understanding of planning and coordinating the stages to perform an audit of a basic public and/or private company
Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc.)
Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Ability to successfully multi-task while working independently and within a group environment
Ability to "in-charge" all stages of the audit, including planning, fieldwork, and "wrap-up"
Able to perform the completion of an audit of a complex company
Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
Ability to work in a demanding, deadline driven environment with a focus on details and accuracy
Strong project management skills

Nice To Haves

Master's degree in Accountancy, preferred
Prior supervisory experience, preferred
CPA, preferred
Prior experience with various assurance applications and research tools, preferred

Responsibilities

Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures
Applies knowledge and understanding of governing principles, applying these principles to client transactions and documenting and communicating an understanding and application of these principles
Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles
Applies knowledge and understanding of professional standards, application of the principles contained in professional standards, and the ability to document and communicate an understanding and application of professional standards on an engagement
Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products
Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information
Coordinates timing of planning, fieldwork, and review with audit team and client, assists engagement executives in developing the audit engagement budget, and identifies appropriate resources
Supervises a team of audit professionals ranging in size from one to five
Provides verbal and written performance feedback to associates
Teaches/coaches associates to provide on the job learning