Director, Risk Advisory Services

BDO USA Experienced Career Site•San Francisco, CA

About The Position

Working under the authority of a Practice Leader or Managing Director, the Assurance Director, Risk Advisory Services (RAS) is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. This role is charged with managing a team of professionals through all stages of internal audit or advisory engagements to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding engagement economics and legal risks to the Firm. The Director is responsible for ensuring exceptional client service and high-quality engagement deliverables. This position is also responsible for developing new business with existing clients and prospects of the Firm. The Assurance Director, Risk Advisory Services, in conjunction with the Practice Leader or Managing Director, is responsible for all aspects of project administration including time entry, client contract administration, billings, collections and adjustments to engagement realization when needed.

Requirements

Bachelor’s degree in Accounting, Finance, Management Information Systems, or Business Intelligence, required
Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or in Information Technology Subject Matter Expert, required
Experience performing audits of specific industries (manufacturing, retail, distribution, energy, financial services, etc.), based upon the RAS practice’s need, required
Five (7) years supervisory experience, required
Experience in client marketing and successfully participating in multiple client pursuits and proposal efforts, required
CIA, CPA, CISA, or equivalent certifications, required
Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint, required
Able to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Able to successfully multi-task while working independently and within a group environment
Able to collaborate with Partners, Managing Directors and Directors within other service lines and industries, as well as RAS leaders
Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
Capable of working in a demanding, deadline driven environment with a focus on details and accuracy
Solid project management skills
Experience in the use of various assurance applications and research tools as is appropriate for this level

Nice To Haves

MBA or other relevant advanced degree, preferred
Experience in a public accounting environment, preferred
Experience with ACL and/or IDEA, Power BI and MS Access, preferred

Responsibilities

Acts as a high-level contact for clients regarding all questions and information, including progress, challenges, and issues
Conducts informational interviews and facilitates meetings with client management members during engagement process, as needed
Works closely with the engagement Practice Leader or Managing Director to ensure effective communication of control gaps and suggested improvements to processes, controls, and overall risk management to client Audit Committee and management
Ensures that the client service team appropriately analyzes client’s processes, risk, and controls
Ensures that the client service team provides exceptional client service and develops advanced level deliverables and/or solutions to client issues
Oversees the development of risk-based audit plans and ensures the development of efficient and effective project plans
Reviews, approves and seeks Practice Leader or Managing Director approval of engagement budgets and identifies opportunities to improve engagement efficiencies where possible
Ensures the preparation of periodic and timely billings, collections, and makes timely recommendations to the engagement Leader or Managing Director of adjustments to engagement realization, as needed
Identifies and directs managers and staff to utilize all available research aids (as practical), including databases and trade publications, to develop understanding of client’s industry
Identifies, grows, and maintains strategic relationships with client personnel, including members of client management
Oversees the preparation of formal and informal presentations for client meetings
Collaborates with RAS Practice Leader or Managing Directors to service clients and expand our presence in the marketplace, as well as other BDO practice leaders to bring the best solutions to our clients and prospects
Identifies new business opportunities to expand the RAS practice and communicates opportunities to practice Partner or Managing Director
Works directly with the Practice Leader or Managing Director to develop draft proposals and reports, and completes research, as needed
Works under the supervision of the Practice Leader to manage marketing and business development activities within practice, including but not limited to refreshing marketing materials and website content, as needed
Develops thought leadership for the RAS practice by developing whitepapers and presentations on topics relevant to clients and the profession
Fosters a positive demeanor, learning attitude and client service mentality with managers, seniors and staff
Meet business development targets established by the Practice Leader
Travels up to 25% as much as 75% of the time, as needed
Supervises the workload of RAS Managers, Senior Associates and Associates on assigned engagements and reviews work product as needed
Ensures RAS Managers, Senior Associates and Associates are trained on all relevant software
Evaluates the performance of RAS Mangers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for RAS Managers, Senior Associates and Associates in accordance with Firm guidance
Acts as mentor to RAS Managers, Senior Associates and Associates, as appropriate
Acts as a leader and projects a professional, positive attitude toward client and firm personnel