Director, SOX Compliance
Omada HealthSalary not specified
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Consulting, Risk AdvisoryIndustries
Requirements
- 12 plus years of direct, client service/client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum six years at a Big Four or a large national firm
- Undergraduate degree in accounting or similar field from an accredited university
- CPA and/or MBA combined with solid accounting experience are preferred but not required
- Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests
- 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
Responsibilities
- Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects)
- Executes projects with minimal supervision by more senior individuals
- Sets realistic deadlines with the client and internally with the team
- Serves 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
- Actively manages project budgets and evaluates whether there have been changes to budgetary assumptions; obtains client approval to perform any additional services in advance of incurring time
- 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
- Leads by example
- Provides constructive, in-the-moment feedback and formal written feedback
- Identifies development opportunities for individuals and strategically schedules people in those roles
- Responsible for the morale of their teams
Skills
SOX
Internal Controls
Project Management
Team Management
Budget Management
Client Communication
CFGI
Financial consulting and interim management services
About CFGI
CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.
Boston, MassachusettsHeadquarters
2000Year Founded
BUYOUTCompany Stage
Robotics & Automation, Financial ServicesIndustries
1,001-5,000Employees
Benefits
Professional Development Budget
Flexible Work Hours
Remote Work Options
Wellness Program
Mental Health Support
Paid Sick Leave
Paid Vacation
Paid Holidays
401(k) Company Match
Employee Referral Bonus
Employee Discounts
Company Social Events
Risks
Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.
Integration of PAS Financial Advisory AG may face cultural and operational challenges.
SecurityScorecard partnership could pose cybersecurity risks if not properly managed.
Differentiation
Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.
CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.
CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.
Upsides
CFGI's partnership with FloQast enhances financial solutions in North America and Europe.
Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.
Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.
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