The Role
The Risk Advisory Manager leads SOX projects for clients, manages teams, and ensures timely communication regarding project status while providing technical guidance.
Summary Generated by Built In
Position Overview:
Risk Advisory Managers are project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s.
Principal Duties and Responsibilities:
Project Delivery:
· Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects).
· Sets realistic deadlines with the client and internally with the team.
· Seen as the principle point of contact by the client and CFGI leadership for each project.
Engagement Management:
· Schedules and manages teams/individuals of various staff level(s) based upon project need and scope.
· Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget.
· Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices.
· Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project’s Partner.
Technical Acumen:
· Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies.
· Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping.
· Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies.
· In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations.
· Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards.
Education and Experience Requirements:
· 5+ years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 3 years at a Big Four or a large national firm.
· Undergraduate degree in accounting or similar field from an accredited university.
· CPA or equivalent combined with solid accounting experience are preferred but not required.
· Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests.
· Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams.
· Strong analytical and critical thinking abilities.
· Excellent communication and presentation skills, both verbal and written.
· Exceptional virtual and in-person executive presence.
· Entrepreneurial nature, self-motivated, ethical, and dependable.
· As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.
Top Skills
Cpa
Cuec Mapping
Internal Controls
It General Controls
Sampling Methodologies
Sox
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include:
» Technical Consulting
» Interim Management
» Corporate Tax
» Private Equity Services
» Valuation
» Robotic Process Automation (RPA)
