Key skills
CommunicationCollaborationSales
About this role
Role Overview
- Serve as the subject matter expert for assurance software (e.g., DataSnipper, CCH Workflow, ProSystem fx Engagement, Laurel, CaseWare).
- Act as the primary point of contact for user support, troubleshooting, and best practices.
- Promote adoption and effective utilization of tools across the Assurance team.
- Develop, maintain, and enhance process documentation within the Assurance SharePoint site.
- Provide ongoing communication to the team, including weekly tips, updates, and best practices to drive continuous learning.
- Review and manage updates to PPC templates and engagement letters, ensuring consistency and compliance.
- Partner with Learning & Development to design and deliver training for new hires and existing team members.
- Support ongoing education initiatives to enhance technical proficiency and process knowledge.
- Maintain and update Assurance department policies to reflect current standards, regulatory requirements, and internal practices.
- Identify opportunities to improve workflows, enhance efficiency, and drive consistency across Assurance Operations.
- Lead and support initiatives focused on process optimization and standardization.
Requirements
- Bachelor’s degree in Accounting or a related field
- 3+ years of experience in audit or assurance
- Experience with assurance technologies such as DataSnipper, CCH Workflow, ProSystem fx Engagement, Laurel, and CaseWare
- Strong communication and collaboration skills, with the ability to influence across teams
- Analytical mindset with strong problem-solving capabilities
- Ability to manage multiple priorities in a fast-paced, evolving environment
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options