Assurance Manager - Toledo

GBQ Holdings•Sylvania, OH

21h

About The Position

The Assurance Manager will actively lead audit, review, and other assurance projects including planning, fieldwork, and wrap-up of all engagements. Lead engagement teams and manage client relationships including having responsibility for day-to-day client contact. Assist firm leadership in identifying new work and assist in obtaining new engagements. Create plans and budgets for audit and other assurance programs and ensure completion of engagements within a defined timeline. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Requirements

BA or BS in accounting or a related field
Must be a CPA
Strong proficiency with PC and software packages utilized by Assurance Department
Approximately 5-7 years of financial audit experience in public accounting
Reliable transportation for on-site client work
Ability to work evenings and weekends based on time of year and client demands

Responsibilities

Oversee all aspects of audits, reviews, and other assurance engagements
Develop programs, plans, and approaches for assigned client engagements
Supervise and review all work of seniors, staff, and interns on assigned client engagements
Responsible for supervising, mentoring training and supporting the development of seniors, staff, and interns
Communicate status of work, problems, and findings to both internal GBQ management and clients
Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified
Review engagement profitability and prepare and analyze monthly billing for assigned engagements
Develop and deliver executive presentations, summaries of financial information and lead client and internal meetings
Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline
Achieve charge hour budget and meet hour expectations established by the firm
Monitor staff charge budgets to ensure staff and seniors achieve charge hour budgets and hour expectations established by the firm
Prioritize and manage multiple engagements and tasks
Participate in and lead approved non-client initiatives to improve firm administration
Assist in establishing and implementing policies that improve department efficiencies
Consistently utilize all firm and department software efficiently
Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc.
Demonstrate strong leadership skills while completing client work and firm-related projects
Identify opportunities to obtain new engagements and assist firm leadership in securing new clients and engagements
Participate in and lead public speaking engagements and presentations
Demonstrate excellent written and verbal communication skills
Demonstrate strong analytical skills and deep knowledge of technical concepts
Demonstrate excellent judgment to identify and mitigate risks
Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio
Coordinate and collaborate with the team, other firm associates and client personnel to ensure the efficient flow of data, information, and financial issues, risks, and recommendations
Identify and present operational and financial improvement opportunities for clients served
Demonstrate appropriate understanding of clients business, industry an, resources available to provide value to clients
Identify complex issues and perform complex technical research to make recommendations to firm and client leadership
Exemplify Brand Attributes of the Firm and promote a positive work environment for team members
Support and ensure adherence to all administrative policies and procedures of the firm
Demonstrate an ability to work independently or in a team environment and exhibit confidence addressing and resolving conflict with peers, subordinates and firm leaders
Consistently seek feedback on performance from superiors and enhance and develop individual professional and technical skills
Prepare and deliver objective and candid performance evaluations to direct reports and identify coaching and mentoring opportunities to assist in the development of associates