Manager, Client Assurance, Audit,
1 day ago
Position Summary
The CART, Manager is an elevated position to drive the compliance assurance and reporting team (CART). This group consists of team controllers who ensure consistent application of company policy and procedure. The role is also responsible for companywide accuracy of all financials and deadlines being met consistently. This is an internal, non-client facing role and works in a collaborative partnership with the business management teams to super serve tri star clients. It requires exceptional organizational skills, initiative, and the ability to complete multiple projects in a deadline driven environment. The CART, Manager must be able to communicate effectively and understand the needs of the organization to push overall deliverables forward with accuracy and excellence.
Job Essentials, Responsibilities, Duties
- Participate as an active member of the management team and contribute to best accounting practices.
- Responsible for training and ongoing coaching, development, and education of the Tri Star Controller role including Jr. Controllers, Deputy Controllers, and any other CART Team Members.
- Offer improvements to meet best business practice for company standards.
- Lead the Process Improvement team to develop new policy and procedure and ensure implementation and accuracy of existing policy and procedure.
- Liaise with Human Resources to ensure Tri Star Academy is up to date.
- Assist in training development and education of the accounting teams.
- Ensure team controllers issue the financial reporting packages due annually, quarterly, or monthly.
- Work with teams to establish ad hoc financial projects and reporting as needed.
- Oversee creation of client budgets and ensure monthly budget to actual reporting is sent to the clients.
- Assist teams with annual insurance renewals and ensure complete coverage and risk mitigation.
- Responsible for the process of annual financial statement review to prep for tax deliverables.
- Act as Liaison with tax manager to provide necessary data for the completion of all tax returns.
- Oversee the monthly commission process.
- Proactively identify issues and concerns and communicate solutions to management.
- Assist all teams in verifying all client estate plans are in place and assets are properly titled.
- Assist in review and sign-off on companywide 1099 reporting process.
- Assist in establishing financial and operating metrics to measure performance.
- Participate as needed in client transition in and out of Tri Star.
- Assist teams with identifying risk to Tri Star.
- Stay up to date on industry standards and developments.
- Review various staff time entry in BQE and ADP.
- Develop SMART goals and participate in annual reviews for Direct Reports.
- Lead staff wide trainings for major CART deliverables such as Annual 1099 Reporting and Shareholder/Payroll.
- Assist with technology solutions and developments.
- Oversee internal operating controls, processes and practices.
- Plan and perform operational and financial audits.
- Manage audits and ensure all accounting transactions are performed in accordance with GAAP.
CLIENT SERVICE
- Proactively identify opportunities for improving service, communication, and deliverables.
- Maintain delivery of timely and accurate information.
- Anticipate problems and proactively provide solutions.
- Establish strong working relationships with Tri Star Sports & Entertainment team, leveraging internal and external resources where appropriate to meet Client’s needs.
- Develop presentations for various levels of management relative to their needs
ACCOUNTING/FINANCIAL
- Oversee the preparation of financial reporting packages within required due dates.
PEOPLE DEVELOPMENT
- Identify training courses to address gaps between current skill sets and required competencies.
- Monitor progress against stated objectives.
- Promote teamwork both internally and externally.
- Develop through coaching, mentoring, and training staff
ADMINISTRATION
- Ensure accurate and up-to-date information is maintained within operating systems.
- Ensure the Supervisor is updated regarding projects and other information as needed.
- Ensure that all working papers are properly organized, stored, & retrievable.
- Maintain documentation of status for all assigned tasks.
- Support paperless philosophy via the use of scan and save technology.
TECHNOLOGY/COMPUTER SKILLS
- Demonstrates knowledge of QuickBooks accounting software & possesses highly proficient spreadsheet skills with current knowledge of all advanced Excel functions.
- Suggests ways to use data analysis tools or otherwise automate processes. Must be tech savvy and enthusiastic about technology.
FACILITATION SKILLS
- Participates in meetings with concise, well-thought answers and provides constructive feedback.
- Extracts information from informal comments.
PROJECT MANAGEMENT SKILLS
- Develops estimates, establishes deadlines, and monitors assignments to ensure timely completion.
- Coordinates the work of all resources to achieve maximum productivity.
OPERATIONAL EVALUATION SKILLS
- Demonstrates a working knowledge of business management services.
- Identifies best practices within the company that may be relevant to the position responsibilities.
- Uses a wide range and depth of technical or specialized expertise to resolve problems
TEAMWORK
- Shares ideas, innovations and best practices that benefit others and plays multiple roles as needed.
- Supports team decisions to people outside of the team and recognizes the success of others.
- Understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and perception.
Qualifications:
- Ability to reliably commute and report to the Tri Star office
- Bachelor’s degree in Accounting, Finance, or Economics
- 10+ years of progressively responsible experience for a major company or division of a large corporation
- Extensive knowledge in audit
- Experience in family office, entertainment, legal firms, preferred
- CPA or CMA designation, required
Tri Star Core Values:
PERFORMANCE: We provide clients with excellent reporting and service
HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients
TEAMWORK: We actively participate in group discussions, tasks, and projects
COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients
TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm
This job description is not intended to be a comprehensive list of all requirements of this position.
The salary offered to an applicant will be based on individual qualifications, skills, experience and education. The pay range is subject to change at any time based on various internal and external factors. This position is also eligible for performance-based bonuses and competitive benefits.
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