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Director, Risk Advisory Services
Director, Risk Advisory ServicesBDO USA • San Francisco, CA, US
Director, Risk Advisory Services

Director, Risk Advisory Services

BDO USA • San Francisco, CA, US
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  • [job_card.full_time]
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Assurance Director, Risk Advisory Services

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, fieldwork, 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.

Job Duties :

  • 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 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
  • Other duties as required

Supervisory Responsibilities :

  • 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 Managers, 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
  • Qualifications, Knowledge, Skills and Abilities :

    Education :

  • Bachelor's degree in Accounting, Finance, Management Information Systems, or Business Intelligence, required
  • MBA or other relevant advanced degree, preferred
  • Experience :

  • 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
  • Experience in a public accounting environment, preferred
  • License / Certifications :

  • CIA, CPA, CISA, or equivalent certifications, required
  • Software :

  • Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint, required
  • Experience with ACL and / or IDEA, Power BI and MS Access, preferred
  • Other Knowledge, Skills & Abilities :

  • 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
  • Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

    California Range : $190,000 - $235,000

    Colorado Range : $190,000 - $235,000

    Illinois Range : $190,000 - $235,000

    Maryland Range : $190,000 - $235,000

    Minnesota Range : $190,000 - $235,000

    NYC / Long Island / Westchester Range : $190,000 - $235,000

    Washington Range : $190,000 - $235,000

    Washington DC Range : $190,000 - $235,000

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