Advisory Senior Job Description

Advisory Senior Job Description

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Advisory senior provides assistance as needed with the collection of (Sarbanes–Oxley Act of 2002) SOX audit related data requests as directed for both internal and external audit processes.

Advisory Senior Duties & Responsibilities

To write an effective advisory senior job description, begin by listing detailed duties, responsibilities and expectations. We have included advisory senior job description templates that you can modify and use.

Sample responsibilities for this position include:

Actuarial and financial due diligence and valuations for transaction services
Assistance in regional coordination of M&A activities in insurance
Participating in financial matter and DD projects
Assistance in coordination of regional industry team
Solvency II and IFRS 4 support
Actuarial support of the audit engagements of insurance companies and employee benefit obligations
Position requires less than 10% travel outside of normal commuting distance
Plans and performs operational and compliance audits and various Risk Advisory engagements
Creates audit planning memos in conformance with Risk Advisory procedures
Develops risk and control matrices and assists in the designing of test plans

Advisory Senior Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Advisory Senior

List any licenses or certifications required by the position: CPA, CISA, CIA, CA, CMA, ABA, ACCA, CISM, CISSP, AWS

Education for Advisory Senior

Typically a job would require a certain level of education.

Employers hiring for the advisory senior job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Education, Computer Science, Information Systems, Business/Administration, Management, Mathematics, Sciences, Engineering

Skills for Advisory Senior

Desired skills for advisory senior include:

Sarbanes-Oxley Act provisions and methodologies for achieving compliance
Audit reports
Control summaries
Work programs
Audit methodologies and developing key internal audit deliverables
Institute of Internal Auditors code of ethics and compliance requirements
Accounting operations and financial frameworks
Auditing processes and methodologies
Audit-preparation software and an understanding of the impact of technology
GAAP

Desired experience for advisory senior includes:

Mentor junior staff in the development of advanced web-based software solutions and with regard to their involvement and activities in problem resolution and support
Provide recommendations and advice to management and skilled traders
Consequences of not being able to bring projects to completion could expose the Bank to serious handicaps (both operationally and financially)
Established experience in Sarbanes-Oxley testing and process documentation
Successful experience with working efficiently in a fast-paced, dynamic work environment
Professional certification, such as CPA and/or Certified Internal Auditor (CIA) is highly desirable

Advisory Senior Examples

1

Advisory Senior Job Description

Job Description Example
Our innovative and growing company is hiring for an advisory senior. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory senior
  • Effectively leads the team in conversations with clients and lenders
  • Displays the ability to manage and prioritize engagements and responsibilities appropriately
  • Effectively handles all relationship matters with clients, with limited Managing Director involvement
  • Has earned the trust of clients to the point where the client is comfortable dealing directly with the SD and doesn’t request significant MD involvement
  • Possesses ability to identify potential transaction risks and implements strategies to address the risks
  • Is recognized as a subject matter expert in several technical accounting subjects that are relevant to TAG
  • Possesses appropriate report writing skills in order to write/review full due diligence report
  • Effectively develops and maintains relationships with clients and continually emphasizes the capabilities of A&M to the client
  • Manages client relationships and ensures all client needs are met
  • Assists engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members)
Qualifications for advisory senior
  • Strong communication skills requiring the ability convey and exchange interpret complex concepts
  • Proficiency with specific software packages
  • Master's degree in Computer Science, Information Technology, Security Informatics, Math, Decision Sciences, Risk Management or related field (willing to accept foreign education equivalent)
  • Three years of web application penetration experience including code review
  • Bachelor's (or higher) degree in Computer Science, Information Systems, Mathematics, Decision Sciences, Risk Management or related field (willing to accept foreign education equivalent)
  • Two years of SAP security controls implementation and compliance experience
2

Advisory Senior Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of advisory senior. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory senior
  • Remain current on technology advancements and integrate them into design direction
  • Provide subject matter expertise across the management consulting practice landscape, and identify, develop and deliver appropriate operational and financial solutions to clients
  • Work closely with all Casualty Advisory and Placement colleagues performing Strategic Analyses of both Primary and Excess Casualty Placements in both quantitative and coverage areas
  • Assist in developing innovative thought leadership ideas to address current market dislocation thus creating a broader casualty value proposition and growth opportunities
  • Assist and actively participate both defensive and offensive RFP opportunities to help achieve our Retention, Yield, Expanded, and New Business goals
  • Maintain a senior advisory role on several major Casualty accounts, especially in those offices without senior Casualty Advisory expertise
  • Partner with our Casualty Growth Leader to Initiate and/or help close new and expanded revenue opportunities
  • Work closely with all Property Advisory and Placement colleagues performing Strategic Analyses of Property Placements in both quantitative and coverage areas
  • Assist in developing innovative thought leadership ideas to address current market dislocation thus creating a broader property value proposition and growth opportunities
  • Maintain a senior advisory role on several major Property accounts, especially in those offices without senior Property Advisory expertise
Qualifications for advisory senior
  • Bachelor's (or higher) degree in information technology, computer science, computer engineering, finance or related field (willing to accept foreign education equivalent)
  • Two years of risk and control assessment for information technology experience
  • Bachelor's (or higher) degree in Computer Science, Information Systems, Accounting, Mathematics, Decision Sciences, Risk Management or related field (willing to accept foreign education equivalent)
  • Two years of data analytics experience
  • 2-6 years related experience.(Internal auditing, SOC reporting, SOX 404)
  • Experience in creating process documentation, developing audit plans, and executing test plans
3

Advisory Senior Job Description

Job Description Example
Our company is growing rapidly and is hiring for an advisory senior. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory senior
  • Work collaboratively with a cross-functional team to translate business requirements and user needs into innovative design solutions that are engaging, valuable and usable
  • Plan, estimate, track and report on work
  • Plan, run and synthesize qualitative & quantitative user research
  • Contribute to Design System
  • Ability to strategically drive the development and execution of risk assessments and mitigation plans to enhance the client’s ability to identify, evaluate, prioritize, and mitigate risks
  • Ability to perform complex business process assessments and design solutions to improve client’s operational efficiency and compliance
  • Ability to evaluate internal control design issues, develop mitigation plans, and assess and design internal controls procedures and policies
  • Ability to conduct complex business analyses, leveraging a variety of tools and technologies to support project goals and objectives
  • Ability to combine an analytical and strategic approach to perform internal audits
  • Ability to support the development of high-performing Internal Audit functions through the design of clientcentric business processes and controls
Qualifications for advisory senior
  • Three plus years in tax accounting required, preferably with a Big Four or Regional Firm
  • Experience in corporate income tax accounting, including ASC 740 (FAS 109)
  • Willingness and ability to work additional hours as needed and to travel to various client sites
  • Two years of experience with attest work in testing client provided criteria for securitization or risk transformation
  • Completed undergraduate degree with outstanding academic credentials and business acumen
  • Bachelor's (or higher) degree in Computer Science, Information Systems, Math, Engineering, Decision Sciences, Risk Management or related field (willing to accept foreign education equivalent)
4

Advisory Senior Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of advisory senior. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisory senior
  • Attendance at senior management meetings and committees
  • Provide 2nd line challenge in ongoing project activity
  • Ensure oversight of the Product portfolio (New % Existing) to ensure correct governance has been followed, approvals recorded, appropriate fees charged in line with Policy and Financial promotions approvals
  • Produce relevant reports for Boards and Committees
  • Ensure resources available to provide project oversight and challenge
  • Horizon scanning – providing challenge on FCA consultation papers and advise on learning’s from FCA Thematic reviews To pre-empt any changes to regulations and legislation and be able to provide an impact assessment to the business
  • Where directed review requirements of the FCA handbook, news articles and relevant CPS’s summarising them/preparing a relevant report or bringing them to the attention of the Head of Compliance as necessary
  • Responsibility for the maintenance of the FCA Approved Persons register
  • To provide oversight of the Vulnerable Customer and Training & Competency policies
  • Ensure all policies are maintained and approved
Qualifications for advisory senior
  • Experience using QuickBooks, Intacct and NetSuite and/or other accounting packages
  • Able to work with multiple clients and projects concurrently
  • Experience participating in, or leading, transformation projects to help clients optimize all elements of their accounting and finance organization
  • Demonstrated experience refining organizational design, business process analysis and process mapping to improve the effectiveness, efficiency and control of transactional, financial control and decision support processes
  • Experience designing and implementing shared-services and outsourcing solutions, change management, a plus
  • Undergraduate degree in accounting or finance, MBA a plus
5

Advisory Senior Job Description

Job Description Example
Our innovative and growing company is hiring for an advisory senior. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for advisory senior
  • Lead engagement teams providing Accounting Advisory services, including Intacct ERP implementations
  • Communicate effectively with clients to convey team findings, status and recommendations
  • Assist with firm administration (e.g., Set engagement budgets, select staff and assign workloads, client billings)
  • Participate in advancing the firm's Accounting Advisory practice through initiatives such as recruiting, business development, marketing, and thought leadership
  • Execute process and strategy improvements related to purchase-to-pay (P2P) services and procurement
  • Manage the enablement of Ariba sourcing and procurement applications
  • Work with smart and innovative professionals who challenge you to grow and be your best self
Qualifications for advisory senior
  • Infrastructure cost analysis and optimization, business case development
  • Minimum of 5 years experience in category management, category analytics, or shopper insights, preferably in CPG environment
  • The ideal candidate for the Senior Director position will have at least 10+ years of audit and/or financial accounting due diligence experience at a Big Four accounting firm
  • Commerce/Finance or Technology degree
  • Above 1 year work development experience for application system
  • Above 1 year work experience in project management for IT projects

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