Assurance + Advisory Process Dev Specialist

NorthPoint Search Group; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

NorthPoint Search Group seeks an Assurance + Advisory Process Development Specialist in Atlanta to bridge practitioners and developers. You will own product backlog, optimize workflows, and drive testing and stakeholder engagement to modernize assurance services.

Ideal candidates have CPA-related experience in professional services, strong communication, and the ability to translate business needs into technical requirements.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 3+ years of experience in Assurance (audit, review, compilation) and/or Advisory within a CPA firm or professional services environment.
• Familiarity with CaseWare, Thomson Reuters, CCH Engagement, IDEA, or Power BI.
• Ability to translate business needs into technical requirements.
• Strong communication skills for working with partners, staff, and developers.
• Detail-oriented, proactive, and collaborative problem-solver.
• Able to manage multiple priorities in a fast-paced environment.

Responsibilities

• Advocate for Assurance & Advisory teams on innovation and modernization projects.
• Define, refine, and prioritize the product backlog based on business value.
• Collaborate with developers through sprint planning, standups, and reviews.
• Provide real-time clarification on requirements during build cycles.
• Ensure solutions align with practitioner workflows and usability expectations.
• Review workflows to identify inefficiencies and automation opportunities.
• Document current-state and design future-state processes.
• Write detailed user stories, functional specifications, and acceptance criteria.
• Validate requirements against business goals.
• Develop and execute test cases for new features and enhancements.
• Conduct functional, UAT, and regression testing.
• Document and track defects and partner with developers on resolution.
• Ensure final deliverables meet performance, usability, and compliance standards.
• Facilitate workshops, demos, and feedback sessions with practice leaders and staff.
• Support solution rollout with training materials and adoption guidance.
• Monitor solution performance post-launch and recommend improvements.

Skills

Communication skills

Detail-oriented

Problem-solving

Collaborative

Translate business needs

Multitasking

Education

Bachelor's degree in Accounting/Finance/Business

Tools

CaseWare

Thomson Reuters

CCH Engagement

IDEA

Power BI

Job description

Assurance + Advisory Process Development Specialist - Atlanta, GA

Who

A detail-oriented, collaborative professional with assurance or advisory experience who enjoys solving problems and improving workflows.

What

Lead innovation and process improvement initiatives by defining requirements, partnering with developers, testing solutions, and supporting change adoption.

When

Full-time role supporting ongoing development cycles and continuous improvement efforts.

Where

Atlanta, GA

Why

To modernize and streamline assurance and advisory processes by building intuitive, high-impact solutions that enhance practitioner efficiency.

Office Environment

A fast-paced, innovation-focused team environment that values communication, problem-solving, and continuous improvement.

Salary

Competitive compensation with benefits.

Position Overview

We are seeking an Assurance + Advisory Process Development Specialist to serve as the link between practitioners and the development team, helping design and deliver solutions that transform how assurance and advisory services are performed. This role blends product ownership, workflow optimization, testing, and stakeholder engagement - ideal for someone who understands practice processes and wants to help shape their future.

Essential Functions

• Advocate for Assurance & Advisory teams on innovation and modernization projects.
• Define, refine, and prioritize the product backlog based on business value.
• Collaborate with developers through sprint planning, standups, and reviews.
• Provide real-time clarification on requirements during build cycles.
• Ensure solutions align with practitioner workflows and usability expectations.

Business Analysis

• Review workflows to identify inefficiencies and automation opportunities.
• Document current-state and design future-state processes.
• Write detailed user stories, functional specifications, and acceptance criteria.
• Validate requirements against business goals.

Testing & Quality Assurance

• Develop and execute test cases for new features and enhancements.
• Conduct functional, UAT, and regression testing.
• Document and track defects and partner with developers on resolution.
• Ensure final deliverables meet performance, usability, and compliance standards.

Stakeholder Engagement & Change Management

• Facilitate workshops, demos, and feedback sessions with practice leaders and staff.
• Support solution rollout with training materials and adoption guidance.
• Monitor solution performance post-launch and recommend improvements.

Position

Requirements

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 3+ years of experience in Assurance (audit, review, compilation) and/or Advisory within a CPA firm or professional services environment.
• Familiarity with tools such as CaseWare, Thomson Reuters, CCH Engagement, IDEA, or Power BI.
• Ability to translate business needs into technical requirements.
• Strong communication skills for working with partners, staff, and developers.
• Detail-oriented, proactive, and collaborative problem-solver.
• Able to manage multiple priorities in a fast-paced environment.