Assurance + Advisory Process Development Specialist jobs in United States
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Staff Financial Group ยท 4 days ago

Assurance + Advisory Process Development Specialist

Staff Financial Group is seeking an Assurance + Advisory Process Development Specialist to lead innovation and process improvement initiatives. The role involves defining requirements, collaborating with developers, and supporting change adoption to modernize assurance and advisory processes.

B2BFinancial ServicesHuman ResourcesInsurance

Responsibilities

Advocate for Assurance & Advisory teams on innovation and modernization projects
Define, refine, and prioritize the product backlog based on business value
Collaborate with developers through sprint planning, standups, and reviews
Provide real-time clarification on requirements during build cycles
Ensure solutions align with practitioner workflows and usability expectations
Review workflows to identify inefficiencies and automation opportunities
Document current-state and design future-state processes
Write detailed user stories, functional specifications, and acceptance criteria
Validate requirements against business goals
Develop and execute test cases for new features and enhancements
Conduct functional, UAT, and regression testing
Document and track defects and partner with developers on resolution
Ensure final deliverables meet performance, usability, and compliance standards
Facilitate workshops, demos, and feedback sessions with practice leaders and staff
Support solution rollout with training materials and adoption guidance
Monitor solution performance post-launch and recommend improvements

Qualification

Assurance experienceAdvisory experienceBusiness analysisProcess improvementStakeholder engagementTestingQATools familiarityCollaborative problem-solverMulti-priority managementCommunicationDetail-oriented

Required

Bachelor's degree in Accounting, Finance, Business, or related field
3+ years of experience in Assurance (audit, review, compilation) and/or Advisory within a CPA firm or professional services environment
Familiarity with tools such as CaseWare, Thomson Reuters, CCH Engagement, IDEA, or Power BI
Ability to translate business needs into technical requirements
Strong communication skills for working with partners, staff, and developers
Detail-oriented, proactive, and collaborative problem-solver
Able to manage multiple priorities in a fast-paced environment

Company

Staff Financial Group

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Staff Financial Group is a staffing and recruiting company offering accounting and financial recruiting services.

Funding

Current Stage
Early Stage

Leadership Team

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Andree Frost
Client Partner/Managing Director Recruiting
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Michael Lanzillotti
Client Partner
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Company data provided by crunchbase