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CFGI · 1 day ago

Risk Finance - Director

Philadelphia, PA

Full-time

Onsite

Director/Executive

12+ years exp

CFGI is a leading risk advisory firm, and they are seeking a Risk Advisory Director to lead multiple concurrent SOX projects for a diverse range of clients. The role involves project delivery, engagement management, technical acumen in SOX implementation, and people development to ensure successful project outcomes.

AccountingConsultingFinancial Services

Work & Life Balance

Responsibilities

Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects)

Executes projects with minimal supervision by more senior individuals

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

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

Actively manages project budgets and evaluates whether there have been changes to budgetary assumptions; obtains client approval to perform any additional services in advance of incurring time

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

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

Leads by example

Provides constructive, in-the-moment feedback and formal written feedback

Identifies development opportunities for individuals and strategically schedules people in those roles

Responsible for the morale of their teams

Qualification

SOX implementationRisk advisoryProject managementCPATechnical accountingAnalytical skillsTeam developmentInterpersonal skillsCommunication skillsLeadership

Required

12 plus years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum six years at a Big Four or a large national firm

Undergraduate degree in accounting or similar field from an accredited university

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