BDO USA · 2 weeks ago
IT Director, Risk Advisory Services
San Jose, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$190K/yr - $235K/yr
10+ years expBDO USA is a leading accounting and advisory organization that values individuality and impactful work. They are seeking an Assurance Director in Risk Advisory Services to oversee and deliver IT-related risk advisory services, manage a team of professionals, and ensure exceptional client service while developing new business opportunities.
AccountingConsultingFinancial Services
Responsibilities
Oversees the documentation and testing of application and automated controls on a wide range of software application packages
Acts as a high-level contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified
Conducts informational interviews and facilitates meetings with client management members during engagement process, as needed
Works closely with the Engagement Partner to ensure effective communication of control gaps and suggested improvements to processes, controls and overall risk management to client Audit Committee and management
Ensures that the client service team appropriately analyze client’s processes, risks, and controls
Ensures that the client service team provides exceptional client service and develops advanced level deliverables and/or solutions to client issues
Oversees the development of risk-based audit plans as well as ensures the development of efficient and effective project plans
Reviews, approves, and seeks Partner approval of engagement budgets and identifies opportunities to improve engagement efficiencies
Ensures the preparation of periodic and timely billings, collections and makes timely recommendations to the engagement Partner of adjustments to engagement realization, as needed
Leads assigned client engagements and underlying economics to ensure engagement metrics are achieved
Identifies and informs managers and staff to utilize all available research aids (as practical), including databases and trade publications, to develop understanding of client’s industry
Identifies, grows, and maintains strategic relationships with client personnel, including members of client management
Prepares formal and informal presentations for client meetings and seeks Partner review and approval of presentations prior to delivery
Collaborates with both RAS and other practice partners to bring the best solutions to our clients and prospects and thus expand our presence in the marketplace
Identifies new business opportunities to expand the Risk Advisory Services practice and communicates such opportunities to his/her practice partner
Works directly with the Partner to develop draft proposals and reports, and completes research, as needed
Works under the supervision of the practice partner to manage marketing and business development activities within practice, including but not limited to refreshing marketing materials and website content, as needed
Develops thought leadership for the RAS practice under the direction of the Partner by developing whitepapers and presentations on topics relevant to clients and the profession
Fosters a positive demeanor, learning attitude and client service mentality with managers, seniors, and staff Ability to travel 20% of the time
Other duties as required
Supervises the workload of Sr. Managers, Managers, Senior Associates, and Associates, as needed, on assigned engagements and reviews work product
Ensures Sr. Managers, Managers, Senior Associates, and Associates are trained on all relevant software
Evaluates the performance of Managers, Senior Associates, and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for Managers, Senior Associates, and Associates in accordance with Firm guidance
Acts as mentor to Managers, Managers, Senior Associates, and Associates, as appropriate
Acts as a leader and projects a professional, positive attitude toward client and firm personnel
Qualification
Required
Bachelor's degree in Accounting, Finance, Information Systems, Business Intelligence, required
A minimum of ten (10) years of experience with a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational, or Information Technology Subject Matter Expert, required
Experience performing audits within a public accounting environment, required
Experience performing audits of industries such as manufacturing, retail, distribution, energy, etc., required
Significant supervisory experience, required
Experience performing process, systems, application controls reviews, required
Experience with internal controls including process control design, preparation of flowcharts & control matrices, documentation and testing of controls, and identification and reporting of control 'gaps,' required
Experience conducting audit planning, developing audit programs, performing testing, preparing work papers, and drafting audit reports, required
Certificate of Internal Auditor ('CIA'), Certified Public Accountant ('CPA'), Certified Information System Auditor ('CISA'), or equivalent certifications, required
Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint, required
Preferred
MBA or other advanced degree, preferred
Experience in client marketing to include but is not limited experience successfully managing multiple client pursuits and proposal efforts, preferred
Experience with PowerBI, Tableau, ACL and/or IDEA, and MS Access, preferred
Experience in the use of various assurance applications and research tools as is appropriate for this level, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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