BDO USA · 1 day ago
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 firm dedicated to helping clients thrive. They are seeking a Director of Risk Advisory Services to manage and deliver high-value solutions in internal auditing, risk assessment, and enterprise risk management, while ensuring exceptional client service and high-quality deliverables.
AccountingConsultingFinancial Services
Responsibilities
Acts as a high-level contact for clients regarding all questions and information, including progress, challenges, and issues
Conducts informational interviews and facilitates meetings with client management members during engagement process, as needed
Works closely with the engagement Practice Leader or Managing Director 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 analyzes client’s processes, risk, 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 and ensures the development of efficient and effective project plans
Reviews, approves and seeks Practice Leader or Managing Director approval of engagement budgets and identifies opportunities to improve engagement efficiencies where possible
Ensures the preparation of periodic and timely billings, collections, and makes timely recommendations to the engagement Leader or Managing Director of adjustments to engagement realization, as needed
Identifies and directs 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
Oversees the preparation of formal and informal presentations for client meetings
Collaborates with RAS Practice Leader or Managing Directors to service clients and expand our presence in the marketplace, as well as other BDO practice leaders to bring the best solutions to our clients and prospects
Identifies new business opportunities to expand the RAS practice and communicates opportunities to practice Partner or Managing Director
Works directly with the Practice Leader or Managing Director to develop draft proposals and reports, and completes research, as needed
Works under the supervision of the Practice Leader 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 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
Meet business development targets established by the Practice Leader
Travels up to 25% as much as 75% of the time, as needed
Other duties as, required
Supervises the workload of RAS Managers, Senior Associates and Associates on assigned engagements and reviews work product as needed
Ensures RAS Managers, Senior Associates and Associates are trained on all relevant software
Evaluates the performance of RAS Mangers, 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 RAS Managers, Senior Associates and Associates in accordance with Firm guidance
Acts as mentor to RAS 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, Management Information Systems, or Business Intelligence
Ten (10) years of experience within 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 in Information Technology Subject Matter Expert
Experience performing audits of specific industries (manufacturing, retail, distribution, energy, financial services, etc.)
Five (7) years supervisory experience
Experience in client marketing and successfully participating in multiple client pursuits and proposal efforts
CIA, CPA, CISA, or equivalent certifications
Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint
Able to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Able to successfully multi-task while working independently and within a group environment
Able to collaborate with Partners, Managing Directors and Directors within other service lines and industries, as well as RAS leaders
Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
Capable of working in a demanding, deadline driven environment with a focus on details and accuracy
Solid project management skills
Experience in the use of various assurance applications and research tools as is appropriate for this level
Preferred
MBA or other relevant advanced degree
Experience in a public accounting environment
Experience with ACL and/or IDEA, Power BI and MS Access
Benefits
Employee Stock Ownership Plan (ESOP)
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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