Audit Manager

Audit Manager

Title:                  Auditing Manager

Classification:  Full-Time, Exempt

Department:     Accounting and Auditing Department

Reports to:        Audit Senior Manager, Audit Partner

Supervises:      Auditing and Accounting Staff

 

 

Summary of Responsibilities

An Audit Manager is the liaison between the partner, the client, and the professional staff.  Managers are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow.  Managers develop and train staff, and make associations to develop new business for the firm.

 

Essential Functions

  1. Professional Competence and Technical Development
  • Demonstrates a high level of technical proficiency.
  • Demonstrates an understanding of business issues relating to complex transactions.
  • Works and communicates effectively with staff and clients to enhance their understanding of business and tax issues.
  • Demonstrates an awareness of Firm software packages and the ability to use such software effectively.
  • Motivates subordinates to take full advantage of computer technology.
  • Demonstrates effective oral communication skills through formal presentations, training sessions, speeches, etc.
  • Skilled at preparing complex client correspondence including recommendations, technical issues, proposals, etc.
  • Demonstrates an awareness of current business developments and the ability to determine the impact to a client’s business.
  • Develops a high level of expertise in one or more specialized industry groups, but is still able to perform very effectively in many areas.
  1. Client Service Satisfaction
  • Demonstrates a thorough understanding of the client’s business that extends beyond accounting-related aspects.
  • Develops and maintains strong business relationships with individual clients and appropriate financial officers.
  • Identifies issues and recommends creative solutions to complex client issues.
  • Organizes work schedule in a manner that ensures timely and priority-sensitive services to clients.
  • Effectively identifies and delivers cross-selling opportunities to our clients.
  1. Staff Development
  • Motivates staff through professional and technical reputation and enthusiasm.
  • Effectively and appropriately delegate assignments to foster an environment of mentoring and team work.
  • Coaches and develops the staff’s understanding of our business and the business world in general.
  • Provides staff with honest, objective and constructive feedback in a timely manner.

 

 

 

 

  • Accessible to staff as a sounding board for concerns and questions.
  • Pro-actively involved in the recruitment of new and experienced staff.
  • Instructs and facilitates both internal and external training.
  • Demonstrates the ability to serve as a role model and coach for staff.
  • Addresses the need to balance personal and professional goals in self and others (quality of life issues).
  • Participates in, and thoroughly documents, the formal review/evaluation process with staff in a timely manner.
  • Displays a “managerial” versus “employee” attitude.
  1. Practice Management and Firm Profitability
  • Recognizes problems, assesses alternatives, and recommends solutions.
  • Directs and controls the engagement planning process to successful completion (i.e. budgeting, risk assessment, and strategic development).
  • Effectively participates in the billing and collection process.
  • Recognizes value-added billing opportunities.
  • Closely monitors individual productivity (realization, chargeability, etc).
  • Recognizes opportunities to provide additional services, and demonstrates the ability to pursue such opportunities.
  • Identifies cross-selling opportunities, and follows up leads with appropriate client personnel.
  • Recognizes the opportunity of providing new and innovative products and services, and demonstrates the ability to develop such products.
  • Effective at retaining Firm clients.
  • Displays the attributes of an “Ambassador for the Firm”.
  1. Personal Growth
  • Seeks leadership roles in professional and community organizations.
  • Establishes and maintains a network of professional relationships with clients and non-clients.
  • Displays executive presence, business acumen, and “street smarts”.
  • Exhibits effective communication and listening skills.
  • Consistently makes “the tough decision”.

 

Position Requirements

  • At least five (5) years experience in public accounting, demonstrating a proven progression in accounting and auditing knowledge.
  • Minimum one (1) year experience supervising and directing work of audit staff.
  1. Skills
  • Proficient with computer, applicable spreadsheet software programs, and calculator.
  • Well-rounded knowledge of accounting principles and personal income taxes.
  • Ability to communicate clearly and concisely in English.
  1. Educational
  • Bachelors or Master’s degree in accounting.
  • Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
  • Participate in career development program to improve managerial, communication, and interpersonal skills.
  1. Licenses and Certificates
  • A current and valid certified public accountant’s license is required.
  • Must be a member in good standing with the American Institute of CPAs.


Director of Finance

TITLE:           Director of Finance

 

QUALIFICATIONS: Accounting/Finance experience.  Extensive knowledge of excel spreadsheets and accounting software, particularly Peachtree for Windows.  Experience with Microsoft Office, including Outlook and desktop applications is also desired.

 

RESPONSIBILITIES:

 

FINANCIAL

  1. Prepare monthly financial statements to be presented at Finance Committee and Board of Directors’ meeting, working closely with the President and the Auditors on issues in question as to adherence to Generally Accepted Accounting Principles and legal/ethical issues.
  2. Maintain Accounts Payable in Peachtree for Windows accounting system. Assure proper documentation is acquired on all transactions between the Center and its vendors.  Keep all A/P files in an orderly and usable fashion.
  3. Prepare all checks on computer system, ensuring no checks are lost or stolen, by tracking numerical progression of checks. Ensure that there are always two signatures on every check.
  4. Prepare all necessary journal entries on a monthly basis.
  5. Administer petty cash and reconcile at a minimum, on a monthly basis.
  6. Work closely with Auditors, providing them with any and all information requested for the audit function.
  7. Assist President with preparation of monthly reports of units of service and dollars, statement of activities, and the annual budget. In addition to any other duties that may be assigned by the President.
  8. Oversee the Centers supply purchases, maintaining expenses at or below budgeted levels.
  9. Coordinate the annual audit engagement with the CPA firm.
  10. Communicate effectively with the board of directors, management team and operational staff members.

 

GENERAL

  1. Strive to put forth a positive attitude toward the staff members, outside vendors, as well as the patient population of the Center.
  2. Be willing to help in any area of the Center, in order to ensure that Center operations run smoothly for all those who enter the facility.
  3. Directly responsible to the President of the Center for all financial interests of the Center.