Principal Duties and Responsibilities:
· Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects).
· 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.
· 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.