Assurance Manager, EBP

BDO USA-posted 1 day ago
$110,000 - $150,000/Yr
Full-time • Mid Level
Minneapolis, MN
5,001-10,000 employees
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The Assurance Manager will be responsible for supervising, directing and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager will be charged with marketing, networking and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing and assessing various financial reporting control systems.

  • Supervising, directing and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement
  • Marketing, networking and business development within an area of expertise
  • Ensuring engagement profitability involving billings and collections
  • Advising the client on various economic and regulatory risks within their industry
  • Resolving complex accounting issues
  • Apply GAAP and GAAS consistently within complex situations
  • Writing technical consultation memos on GAAP / GAAS issues
  • Documenting, validating, testing and assessing various financial reporting control systems
  • Identifying and communicating to management and audit committee suggestions to improve client internal controls and accounting procedures
  • Supervising the work of audit team and review workpapers and conclusions preferably onsite during audit field work
  • Providing on-the-job-training to the engagement staff during audit field work
  • Identifying and consults with clients on the impact of new accounting pronouncements
  • Monitoring and communicates important professional, industry pronouncements
  • Presenting and discussing alternative generally accepted accounting principles and arguments for/against such alternatives
  • Drafting complex financial statements and related footnote disclosures and effectively communicates these to client
  • Identifying complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed
  • Providing guidance to others and affirms conclusions made by others
  • Communicating matters required to be reported to the Audit Committee/Board and those charged with governance
  • Applying the use of efficiency tools such as statistical sampling, etc.
  • Conducting detailed review to assure audit is completed in accordance with assurance manual standards
  • Preparing or reviews required communications to management and audit committees, ensuring timeliness and completeness
  • Recommending appropriate outcomes to critical issues
  • Initiating and prepares client acceptance/retention procedures where appropriate
  • Planning the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines
  • Executing proper BDO methodology including but not limited to proper archiving procedures
  • Defining methodology to conduct research projects and completes in a timely manner
  • Applying comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research
  • Preparing memo supporting research/conclusions and consults with others if appropriate
  • Presenting issues to RTD or concurring reviewer effectively and accurately
  • Overseeing the work of Associates and Senior Associates on all projects
  • Reviewing work prepared by Associates and Senior Associates and provides review comments
  • Acting as a Career Advisor to Associates and Senior Associates
  • Scheduling and manages workload of Associates and Senior Associates
  • Providing verbal and written performance feedback to Associates and Senior Associates
  • Teaching/coaching Seniors and Associates to provide on the job learning
  • Bachelor's degree in Accounting, required
  • Five (5) or more years prior work experience in public accounting, required
  • Three (3) years of supervisory experience, required
  • Prior work experience relating to employee benefit plans within the last three (3) years, required
  • Licensed CPA or international equivalent, required
  • Experience in the use of various assurance applications and research tools as is appropriate for this level, required
  • Microsoft Office Products, including Windows, Word, Excel, and PowerPoint, required
  • Sound GAAP and GAAS knowledge
  • Knowledge of SEC and PCAOB reporting rules
  • Possess proven solid verbal and written communication skills
  • Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting
  • Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
  • Possess client development/relationship-building skills
  • Possess solid decision-making skills
  • Able to resolve complex accounting issues
  • Able to be responsible for business development and marketing
  • Able to be responsible for engagement profitability including billings and collections
  • ERISA: Knowledge of the Department of Labor rules and regulations for reporting and disclosure for qualified retirement and health and welfare benefit plans
  • MBA/Master's degree in Accountancy, preferred
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