Key Responsibilities:

Audit Engagement Leadership

·         Lead PCAOB audits from planning through report issuance.

·         Manage audits of SEC registrants, publicly traded companies, IPO candidates, SPAC and de-SPAC transactions.

·         Develop engagement strategies, audit plans, risk assessments, and resource allocations.

·         Review audit documentation, testing procedures, financial statements, and disclosures.

·         Ensure engagements are completed in compliance with PCAOB auditing standards, SEC regulations, firm policies, and professional standards.

·         Coordinate with engagement partners and national office resources on technical accounting and audit matters.

SEC and Public Company Services

·         Review annual and quarterly SEC filings including Forms 10-K, 10-Q, 20-F, S-1, F-1, and 8-K.

·         Assist clients with IPO readiness assessments and public company reporting requirements.

·         Evaluate internal controls over financial reporting and SOX compliance matters.

·         Support responses to SEC comment letters and regulatory inquiries.

·         Participate in comfort letter and consent letter engagements.

Team Management

·         Direct, supervise, and mentor seniors, staff, and associates.

·         Manage engagement budgets, staffing, timelines, and project deliverables.

·         Review work performed by engagement team members and provide coaching and performance feedback.

·         Foster technical excellence and professional development within the audit team.

Client Relationship Management

·         Serve as a key point of contact for CFOs, Controllers, Audit Committees, and executive leadership.

·         Build and maintain strong client relationships while identifying opportunities to provide additional value.

·         Present audit findings and recommendations to management and those charged with governance.

Technical Excellence

·         Research and resolve complex accounting and auditing issues.

·         Stay current on PCAOB standards, SEC regulations, U.S. GAAP, and emerging reporting requirements.

·         Support firm initiatives related to quality control, methodology development, and technical training.

Technology & Innovation

·         Utilize AI-enabled tools, data analytics, and automation technologies to enhance audit quality, efficiency, and client service.

·         Leverage AI-assisted research, workflow automation, and emerging technologies to support technical accounting analysis, audit planning, risk assessment, documentation, and project management activities.

·         Identify opportunities to improve audit processes through innovative technologies while maintaining compliance with PCAOB standards, SEC regulations, firm methodology, and professional requirements.

·         Contribute to the firm's adoption of AI-enabled audit methodologies, knowledge management solutions, and technology-driven service offerings.