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GBQ Partners

Assurance Manager - Toledo

GBQ Partners, Sylvania, Ohio, United States, 43560

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Overview

The Assurance Manager will actively lead audit, review, and other assurance engagements, including planning, fieldwork, and wrap-up. Lead engagement teams and manage client relationships, including day-to-day client contact. Assist firm leadership in identifying and pursuing new work and engagements. Create plans and budgets for audit and other assurance programs and ensure completion of engagements within defined timelines. Focus on four firm initiatives: Profitability, Practice Growth, Client Focus, and Brand Culture/Development. Responsibilities

Oversee all aspects of audits, reviews, and other assurance engagements. Develop programs, plans, and approaches for assigned client engagements. Supervise and review the work of seniors, staff, and interns on assigned client engagements. Supervise, mentor, train, and support the development of seniors, staff, and interns. Communicate status, issues, and findings to internal management and clients. Collaborate with firm leaders, other departments, and client leadership to identify issues and develop/implement solutions. Review engagement profitability and prepare and analyze monthly billing for assigned engagements. Develop and deliver executive presentations and lead client and internal meetings. Profitability

Monitor hours incurred by engagement team members and progress to ensure work is within budget and timeline. Achieve charge hour budgets and meet hour expectations established by the firm. Monitor staff charge budgets to ensure budgets and hour expectations are met. 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. Practice Growth

Represent the firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc. Demonstrate strong leadership 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. Client Focus

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 efficient data flow and address financial issues, risks, and recommendations. Identify and present operational and financial improvement opportunities for clients served. Demonstrate understanding of the client’s business, industry, and resources available to provide value to clients. Identify complex issues and perform complex technical research to make recommendations to firm and client leadership. Brand Culture/Development

Exemplify the Firm’s Brand Attributes and promote a positive work environment for team members. Support and adhere to all administrative policies and procedures of the firm. Work independently or in a team, and address conflicts with peers, subordinates, and firm leaders. Seek feedback on performance from superiors and develop professional and technical skills. Prepare and deliver objective performance evaluations and identify coaching and mentoring opportunities to develop associates. Work Experience and Education

BA or BS in accounting or a related field. CPA is required. Strong proficiency with PC and software used by the Assurance Department. Approximately 5-7 years of financial audit experience in public accounting. Organizational Relationships

Report directly to a Performance Manager who provides guidance on administrative issues or performance through the formal evaluation process. Co-manage and supervise the Assurance Department staff numbering more than 35 people. Special Requirements

Reliable transportation for on-site client work. Ability to work evenings and weekends based on time of year and client demands. GBQ participates in E-Verify. Seniority level

Mid-Senior level Employment type

Full-time Job function

Strategy/Planning and Information Technology Industries

Accounting

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