Senior Manager | Risk & Advisory

Socket.dev; Tulsa (OK); Hybrid; USD 120,000 - 180,000; Full time

Job summary

CBIZ is seeking a seasoned Risk & Advisory Services professional to lead internal audit, SOX compliance, cybersecurity, and related risk engagements for clients across North America.

The role emphasizes client advisory, staff development, and engagement profitability, with a focus on maintaining high-quality deliverables and strong relationships. Travel as needed and collaboration with senior leaders are expected.

Qualifications

• Bachelor's degree required and CPA certification preferred.
• ,
• Active CPA or equivalent certification is required.
• Experience in public accounting or related field is required.
• Ability to manage multiple client engagements and deadlines.
• Strong communication and leadership skills.

Responsibilities

• Serve as client’s trusted advisor and communicate solutions.
• Manage staff on engagement deliverables and ensure on-time, on-budget delivery.
• Demonstrate proficiency in client responsibilities and industry trends.
• Understand client organizations and internal policies.
• Develop new client relationships in partnership with management.
• Manage multiple client relationships and projects; oversee budgets and billing.

Skills

Client advisory

Staff management

Budgeting & billing

Communication

Engagement leadership

Education

Bachelor's degree

CPA certification

Tools

ACL

IDEA

Job description

#LI-AM1 #LI-Hybrid #CBIZAdvisory

Responsibilities

Our Risk & Advisory Services practice offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, our Risk & Advisory Services practice provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America.

Essential Functions & Primary Duties

• Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team


• Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget


• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.


• Understand the client’s organization, procedures and internal policies


• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve


• Manage and retain multiple client relationships, engagements and special projects


• Develop overall engagement budget


• Consistently meet charge hour goals


• Responsible for billing and realization on assigned clients; explain variances


• Supervise, train and mentor staff; listen and communicate effectively


• Foster a team environment; demonstrates support of management and decisions and build a positive culture


• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves


• Conduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures in accordance with the firm’s standards and procedures


• Monitor and assess client business control environments and identify changes or exceptions


• Work with sense of urgency and the ability to shift focus as needed throughout the day


• Complete audit work papers as directed, clear any management comments in a timely manner, vet findings and observations with appropriate client contacts, and clearly articulate findings and observations to teammates and management


• Work closely with management to identify potential process improvements and effective business processes, including best practices and internal control approaches

Preferred Qualifications

• Working towards professional certifications such as CPA and CIA


• Experience in assessing internal controls, risks, and business processes, as well as developing audit programs to address those assessments is a plus


• Industry experience is a plus


• Data analytics experience in ACL or IDEA

Qualifications

Minimum Qualifications

• Bachelor's degree required


• 8 years experience in public accounting or related field


• 5 years supervisory


• Must have active CPA or equivalent certification


• Ability to manage all aspects of client engagements


• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary


• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally


• Proficient use of applicable technology


• Must be able to travel based on business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways toaccelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.