Assurance + Advisory Process Development Specialist

Confidential Employer; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

Confidential Employer in Atlanta, GA seeks an Assurance + Advisory Process Development Specialist to bridge practitioners and developers, shaping high-impact workflow solutions for assurance and advisory services.

You will own product backlog, define requirements, test features, and support change adoption, aligning processes with client needs and compliance standards in a fast-paced, innovative environment.

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.

Skills

Detail-oriented

Collaborative problem-solver

Strong communication

Multi-tasking

Education

Bachelor’s degree in Accounting, Finance, Business, or related field

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:

Product Ownership & Development Collaboration

• 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.