Manager - Risk Advisory Services (Insurance)

Posted 4 Days Ago
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Atlanta, GA
Senior level
Financial Services
The Role
The Risk Advisory Manager oversees risk advisory engagement work plans, demonstrates project management and client service skills, teaches risk assessment methodologies, reviews internal control memos, leads client meetings, manages multiple engagement teams, develops budgets, and ensures timely completion of projects while fostering team development.
Summary Generated by Built In

Centri is an accounting and advisory firm dedicated to providing quality expertise to help your business grow and succeed. We live by our Centri core values and utilize them to support you through your unique business needs: Collaborative, Entrepreneurial, Network, Technical, Responsive, and Initiative.  Every employee at Centri lives out our core values in action. We’re serious about them. They aren’t just words — these values are integrated into the work we do every day and the ways we serve each other, our customers, and our communities. 

We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be.  You’re not just a number. You’re part of the Centri Family.

Career Advancement:

  • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory

The Risk Advisory Manager has primary responsibility of oversight over the Risk Advisory engagement work plans. As a leader of the firm, the Risk Advisory Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities: 

  • Have an in-depth understanding of the COSO environment and appropriately apply and teach the Firm’s approach to risk assessment, testing and reporting on all risk advisory projects.
  • Ability to evaluate misstatements/exceptions brought to light by engagement team members to determine significance, develop recommendations, if needed, and assist Engagement Director or Partner report those findings and recommendations to the client both verbally and written.
  • Review internal control memos prepared by engagement team members, ensuring COSO standards are applied appropriately. Provide detailed review comments to preparer(s).
  • Delegate and review internal control testing, ensuring team members have a detailed understanding of the steps required to be performed and what would constitute a misstatement/finding.
  • Lead complex update client meetings and/or calls independently in accordance with the project plan.
  • In-depth understanding of engagement requirements and client’s business. Responsible for knowledge sharing of client’s business to engagement team.
  • Support Firm initiatives and development opportunities.
  • Responsible for teaching and developing the team during client engagements.
  • Have an understanding of resource needs and engagement economics.
  • Assist in other duties and projects as assigned.
  • Assist Directors and/or engagement partners in developing budget plans, communicate those budgets to the engagement team and monitor team progress.
  • Take ownership of the engagement while managing upward and downward expectations to ensure deadlines are met and project stays on budget.
  • Lead multiple engagement teams simultaneously to further the Firm’s goals and objectives.
  • Timely completion of project schedules ensuring the appropriate amount of resources are dedicated to individual projects. Continuous monitoring of resource allocation to avoid over-scheduling individual team members.
  • Ensure timely completion of periodic invoices of projects. Manage engagement profit margin through client invoice process ensuring expectations are aligned between client and internal team.
  • Accepts responsibility for billable hours and remains productive in times of reduced client workload. Acts as a business owner to maximize productivity, while being critical of hours charged.
  • Manage client expectations of deadlines including being proactive and responsive to their needs in a timely manner.

Required Skills/Abilities:

  • Strong working knowledge of the COSO Framework and ITGC expertise.
  • Strong Internal Controls, SOX, SOC1, SOC2 knowledge.
  • Experience working with Insurance industry clients preferred not limited to Reinsurance and Life Insurance. 
  • Thrives in an environment of changing priorities.
  • Ability to work towards enhancing technical and project management skills through on the job feedback and performance evaluations.
  • Interpersonal skills to interact in a team environment and foster client relationships.
  • Above average written and verbal communication skills.
  • Prepare slides and present on basic risk topics for sponsored internal trainings.
  • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become and expert.
  • Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

  • Bachelor’s degree in Accounting or equivalent required.
  • CPA or awaiting licensure (all four parts passed), CISA or CIA.
  • 5+ years of relative experience; at least 1 in public accounting or professional services highly preferred.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift items up to 30 pounds at times.
  • Work a Hybrid schedule



This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

#LI-Hybrid

Top Skills

Coso
Itgc
Soc1
Soc2
Sox
The Company
Englewood, CO
135 Employees
On-site Workplace
Year Founded: 2011

What We Do

Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and multilayered skill sets to ensure the work gets done right.

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