Assurance Services Manager Resume Samples

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EH
E Hoeger
Elsie
Hoeger
618 Stanton Lodge
Dallas
TX
+1 (555) 317 2142
618 Stanton Lodge
Dallas
TX
Phone
p +1 (555) 317 2142
Experience Experience
Detroit, MI
Assurance Services Manager
Detroit, MI
Lowe Group
Detroit, MI
Assurance Services Manager
  • Delegate work to assurance team members successfully Conduct timely performance reviews and provide performance feedback/training
  • Develop and maintain strong networks, both internally and externally and work with other service lines in providing an integrated service delivery
  • Conduct timely performance reviews and provide performance feedback/training
  • Create work papers that document the engagement procedures performed in a concise and organized manner
  • Develop and maintain strong working relationships with key business decision makers throughout the year
  • Develop and maintain productive relationships with client management throughout the year. Establish expectations of value to be delivered
  • Direct internal controls work, inform supervisors of status and manage staff performance
Boston, MA
Federal Assurance Services Manager
Boston, MA
Nienow, Abbott and Langosh
Boston, MA
Federal Assurance Services Manager
  • Challenge the effectiveness of the audit strategy and approach for all engagements
  • Integrity within a professional environment
  • Identify and implement operational efficiencies
  • Manage key components of multiple audit engagements, including strategy, planning, risk assessment, team management, engagement economics and delivery of exceptional client service
  • Use technology to continually learn, share knowledge and enhance service delivery
  • A valid US Certified Public Accountant (CPA) license
  • Team effectively
present
San Francisco, CA
Assurance Services Manager Nashville
San Francisco, CA
Fahey-Ortiz
present
San Francisco, CA
Assurance Services Manager Nashville
present
  • Develop and maintain productive relationships with audit clients/ management
  • Develop people – conducting timely reviews and providing feedback to team members, lead engagement team sessions, and participating in recruiting efforts
  • Develop strong relationships across a network of existing and future clients and key stakeholders
  • Understand the client’s industry and recognize key performance drivers, business trends and industry developments
  • Establish expectations of value/ services to be delivered for the client
  • Participate in client pursuits and develop proposal content
  • Focus on people/talent development by counselling, coaching and impacting others through identification of stretch and challenging goals
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Georgetown University
Bachelor’s Degree in Accounting
Skills Skills
  • Strong project management skills with a proven ability to execute under pressure
  • Proven ability to lead a team and develop business opportunities
  • Excellent leadership and project management skills
  • Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
  • Knowledge of business trends, emerging technical and industry developments
  • Able to manage multiple engagements and deadline-driven
  • Coach and develop people by sharing knowledge with team members and helping team members attain experiences that cultivate technical competencies
  • Excellent communication and negotiation skills and a collaborative approach to management
  • Manage projects and engagements profitably by leading the team to perform efficiently
  • Engaging clients and providing authoritative advice and professionalism throughout transactions
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8 Assurance Services Manager resume templates

1

Assurance Services Manager Resume Examples & Samples

  • Bachelor's degree with a major in accounting, business administration, finance, general business or management from an accredited college/university required; Emphasis in accounting preferred
  • Minimum of 4 years of audit experience within a public accounting firm required
  • Healthcare or construction experience preferred
  • Excellent verbal and written communication and interpersonal skills
  • A comprehensive understanding of data analysis techniques
  • Ability to mentor and train others
2

Assurance Services Manager Resume Examples & Samples

  • Develop people – conducting timely reviews and providing feedback to team members, lead engagement team sessions, participating in recruiting efforts
  • Overseeing engagement economics and managing appropriate resources for efficient engagement models
  • Use technology to continually learn, share knowledge and enhance service delivery
  • Experience with planning, executing and reporting on audits of internal controls over financial reporting in accordance with US GAAS and US GAAP
  • Prior audit experience with U.S. public companies preferred
  • Dedication to teamwork and excellent leadership skills
3

Assurance Services Manager Nashville Resume Examples & Samples

  • Develop and maintain productive relationships with audit clients/ management
  • Participate in client pursuits and develop proposal content
  • A bachelor’s degree in Accounting, Finance or related field
  • Approximately 3 years of recent experience with public accounting firm preferred
4

Assurance Services Manager Resume Examples & Samples

  • Ensure that the Financial Accounting Advisory engagement team understands the client's needs and expectations and that the work product is client-focused, clear, accurate and well-presented
  • Approximately five years of experience working as an auditor for a public accounting firm with some experience serving financial services clients; will consider candidates with four years of experience with an advanced degree
  • Deep experience serving clients on compl x financial accounting matters in the banking and capital markets, insurance and asset management industries
5

Federal Assurance Services Manager Resume Examples & Samples

  • Establish expectations of value/ services to be delivered for the client
  • Understand the client’s industry and recognize key performance drivers, business trends and industry developments
  • Prior experience auditing US pubic companies is desired
6

Assurance Services Manager Resume Examples & Samples

  • A bachelor's degree and approximately five years of related work experience or a graduate degree and approximately four years of related work experience
  • A degree in Accounting, Business or Finance
  • Approximately five years of experience working as an auditor for a public accounting firm with some experience serving financial services clients
7

Assurance Services Manager Resume Examples & Samples

  • Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the team. Delegate work effectively. Conduct timely performance reviews and provide performance feedback/training. Lead by example
  • Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to apply knowledge and services. Develop long-term relationships and networks both internally and externally
  • Experience as an auditor for a public accounting firm; real estate industry experience
8

Assurance Services Manager Resume Examples & Samples

  • Develop and maintain productive relationships with client management throughout the year
  • Demonstrate a thorough understanding of process, risk and internal control evaluation concepts and apply them to complex client situations
  • Monitor the assurance team's progress against the plan and alter it when needed
  • Generate new business opportunities
  • Deep understanding of process, risk and internal control evaluation concepts
  • Risk analysis experience
  • Understanding of process analytics
9

Assurance Services Manager Resume Examples & Samples

  • Develop and maintain productive relationships with CCaSS clients/management
  • Lead in the delivery of CCaSS engagements, with an emphasis on complex and/or specialized issues within Assurance and/or technical sustainability reporting and advisory capacities
  • Manage client relationships, business development, and account management leadership through the development of thought leadership, client and internal collateral, and training
  • Actively contribute to the growth and development of the CCaSS practice by taking accountability for engagement team support and delivery
  • A bachelor’s or graduate degree with approximately 5 year of related work experience
  • At least 3 years’ experience in a sustainability position with greenhouse gas, Corporate Social Responsibility (CSR) verification, and/or CSR reporting advisory experience for a public accounting firm or consulting practice; or particular business/industry experience to meet special needs
  • Willingness and ability to travel as necessary
10

Assurance Services Manager Resume Examples & Samples

  • Developing comment letters on proposed PCAOB and AICPA Auditing Standards
  • Contributing to the development of audit technologies
  • Participating in audit methodology field visits to challenge audit effectiveness and efficiency on major accounts
  • A degree in accounting, finance or related field
11

Assurance Services Manager Resume Examples & Samples

  • Assist in leading the support of engagement teams and monitor teams undergoing inspections, including the engagement team’s responses to comment forms
  • Monitoring other firm related activities including engagements and firm-level quality control matters
  • A bachelor’s degree and approximately 5 year of related work experience; or a graduate degree with approximately 4 years of related work experience
  • Seasonal Travel as required to meet client needs
12

Assurance Services Manager Resume Examples & Samples

  • Supervises a team of content managers who perform the following for audit content such as : submit and review content, maintain the master and archive versions of forms and templates, maintain the audit procedures documentation, prepare backups of content, and work with the publishers to make sure content is appropriately input
  • Reviews the work of the content managers and provides feedback
  • Manages audit-related special projects
  • Evaluates audit-related content and implements improvements
  • Works with the Audit Content Leader and Accounting Specialist to determine publication priorities for audit-related content
  • Coordinates revisions with the Professional Practice - Audit team, Global Professional Practice and Knowledge groups
  • Provides the Quality and Regulatory Matters group, inspection teams, regulators and the General Counsel’s Office information for inspection and/or litigation purposes
  • A bachelor’s degree and at least 5 years of external audit experience at a nationally recognized public accounting firm; or a graduate degree and at least 4 years of related work experience
13

Assurance Services Manager Resume Examples & Samples

  • Supervises a team of content managers who perform the following for accounting and SEC content such as: submit and review content, maintain the master and archive versions of forms and templates, maintain the accounting procedures documentation, prepare backups of content, and work with the publishers to make sure content is appropriately input
  • Manages accounting-related special projects
  • Evaluates Accounting Manual/FRD and Topic and Issue Page content and implements improvements
  • Works with the Accounting Content Leader and Audit Specialist to determine publication priorities for accounting- and SEC- related content
  • Works with the Professional Practice - Accounting and SEC teams and the Audit Content team on cross-team projects
  • Where appropriate, works with accounting teams to address questions from the field on accounting content
  • Develops monthly checklist updates for teams to reference
14

Assurance Services Manager Resume Examples & Samples

  • Enter education requirement
  • Enter experience requirement
  • Enter certification requirement
  • Enter additional requirements
15

Assurance Services Manager Resume Examples & Samples

  • Delegate work to assurance team members successfully Conduct timely performance reviews and provide performance feedback/training
  • Use technology to continually learn, share knowledge with assurance team members, and enhance service delivery Maintain an educational program to continually develop skills Maintain cooperative relationships with other assurance teams
  • A bachelor's degree in accounting, business or finance and a minimum of five (5) years of related work experience; must possess experience working as an auditor for a Big 4 public accounting firm
  • Experience serving clients in the asset management industry which may include mutual fund complexes, hedge funds, private equity funds, or other investment vehicles
  • A dedication to teamwork and leadership, and integrity within a professional environment
16

Assurance Services Manager Resume Examples & Samples

  • Participate in performing audit procedures, especially focusing on complex and/or specialized issues, as well as collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately addresses risk
  • Develop and maintain strong working relationships with key business decision makers throughout the year
  • A bachelor’s degree in accounting, finance, business or a related field
  • An internationally recognized professional accounting designation, such as a CA, CPA, ACA, ACCA or equivalent
  • A minimum of five years of recent relevant work experience within a public accounting firm; experience in the financial services sector is required
17

IT Risk Assurance Services Manager Resume Examples & Samples

  • Provide IT Audit and advice to a variety of clients
  • Lead and support on-site coordination role for audit clients including planning, briefing team on the client's IT environment and industry IT trends, Liaoning with the clients and completing audit engagements
  • Prepares IT external audit reports on the adequacy and effectiveness of control structure, along with practical recommendations to improve the effectiveness, efficiency of a control or process
18

Assurance Services Manager Resume Examples & Samples

  • Assist management in Treasury engagements by ensuring products/deliverables are met and contract/work plan specifications and deadlines are achieved
  • Support as requested with proposal development and business development initiatives for prospective treasury engagements
  • Provide supervision and mentoring to staff and serve as point person for technical questions
  • Demonstrate professionalism while working in the client environment
  • Maintain a strong client focus by being responsive to client requests and developing/maintaining productive working relationships with client personnel
  • Collaborate with team members to set individual and team goals and responsibilities
  • Collaborate with Senior Manager and Partner to help mitigate project related risk
  • Develop and maintain strong networks, both internally and externally and work with other service lines in providing an integrated service delivery
  • A bachelor's degree and approximately 5 years of related work experience
  • MBA and prior consulting experience is preferred
  • CTP certification
  • Strong analytical and technical skills
  • Strong communication, presentation, client service and technical writing skills
  • Desire and ability to work closely with engagement team members and clients
  • Valid passport required; willingness and ability to travel internationally
  • Ability to travel extensively
  • Advanced skills and experience with: Treasury organizational structure and transformation, Financial risk management (currency, interest rate, commodity), Cash flow forecasting, Cash and liquidity management, Bank relationship management, Treasury technology, International treasury center, Debt and investment management, Governance, controls and regulation, M&A support, Hedge accounting
19

Assurance Services Manager Resume Examples & Samples

  • Review sensitive client data with attention to fine details for a wide variety of client legal/documentary needs, including: basic relevancy review, issue bucketing and categorization of data, quality control review, and review for potential legal privilege as well as personal identifying information (PII)
  • Provide various types of reporting or generation of reports and compiling/updating running information banks (e.g. privilege term sheets, logs, etc.) as well as management of day-to-day tasks and other review team members
  • Develop and maintain productive relationships with FTDS clients/management
  • Collaborate to plan and maintain review strategies and methodologies for ensuring the quality of all client deliverables
  • Stay informed of the current litigation profession and business/economic developments relevant to eDiscovery generally and our clients specifically
  • A JD from an ABA accredited law school
  • Be a member in good standing of at least one (1) Bar located within the United States (pending bar applicants welcome to apply)
  • A minimum of 3 years of relevant, e-discovery experience, preferrably with a professional services or a boutique firm
  • In depth knowledge of one or more of the following: Relativity, Encase or other litigation support software suites
  • Demonstrated ability to work in high-pressure environments under tight deadlines while preserving attention to detail
20

Assurance Services Manager Resume Examples & Samples

  • Establish and manage priorities and work plans, communicate project status to manager, report all chargeable hours and deliver work by agreed upon deadlines
  • Manage a client portfolio of engagements and assign client responsibilities to analytics delivery seniors and staff
  • Assist with scoping the nature and extent of projects to be undertaken
  • A bachelor's or graduate degree and approximately 5 years of related work experience data analysis, data capture, and data transformation, and understanding business process activities were significant aspects of the job
  • Effective writing and presentation skills
21

Assurance Services Manager Resume Examples & Samples

  • Assists the Audit Content Leader in managing the work load and content priorities of the associates
  • Maintains primary responsibility for organization and administration of the master and archive versions of forms and templates and our EY audit and reporting guidance
  • Maintains the procedure manual for the Audit Content Team
  • Determines that weekly backups of our content are performed
22

Assurance Services Manager Resume Examples & Samples

  • Manage multiple engagements and other related activities
  • Work closely with engagement teams and client personnel
  • Manage client expectations and deliverables
  • Develop effective relationships with clients and key contacts
  • Lead firm efforts on initiatives and encourage staff participation
23

Assurance Services Manager Resume Examples & Samples

  • Preparing internal guidance arising from consultations
  • Developing our comment letters on proposed standards that provide input to the FASB, IASB, AICPA and GASB
  • Performing AQR engagement reviews
24

Assurance Services Manager Resume Examples & Samples

  • Provides oversight and direction for Assurnace Supervisors and Research and Analysis Associates
  • Helps establish and drive achievement of all Fulfillment Operations goals, including quality, delivery and profitability
  • Support continuous improvement initiatives with respect to performance, safety, quality, and employee morale
  • Manages workflow, balancing load and skill levels as appropriate to maximize efficiency and timeliness of department response
  • Decision maker for such issues as shift changes, overtime, re-alignment of positions, merit, terminations, labor allocations and in meeting financial goals
25

Government & Public Sector Assurance Services Manager Resume Examples & Samples

  • Focus on people/talent development by counselling, coaching and impacting others through identification of stretch and challenging goals
  • A Bachelor’s or Master’s degree in Accounting, Finance or related field
  • Prior experience auditing US public companies is desired
26

Assurance Services Manager Resume Examples & Samples

  • Completing audit processes and documenting higher-risk areas to increase your technical and business skills in areas including revenue, financial instruments and income taxes
  • Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
  • Understanding our clients’ unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
  • A bachelor’s degree in an accounting, finance or business discipline, supported by 5 to 8 years’ work experience as an auditor in a public accounting firm
  • Excellent communication and negotiation skills and a collaborative approach to management
  • The flexibility to constantly learn and adapt in a fast-paced environment
27

Assurance Services Manager Resume Examples & Samples

  • Manage the audit engagement by defining the audit strategy, in consultation with the senior manager/partner, and executing it in compliance with our policies and protocols
  • Build and maintain client relationships
  • Help to create a positive learning culture and will coach and counsel junior team members and help them to develop
  • Lead and manage fieldwork on clients’ sites including liaising with other departments, such as Tax and valuations specialists to ensure the smooth delivery of the Audit process
  • Expertise in accounting frameworks (IFRS, US GAAP) and in related financial reporting matters
  • Build and maintain strong networks internally and externally
  • At least 5 years’ experience as an auditor
  • Experience in Wealth and Asset Management sector and the Hedge Fund industry is an advantage
  • Strong project management skills with a proven ability to execute under pressure
  • Expertise in accounting frameworks (IFRS) and in related financial reporting matters