Audit & Assurance - Software Applications / Technology Specialist

About the Role

Key Responsibilities

• Understand technology needs by collaborating with Rehmann's Executive Leadership and Corporate Services, as well as the AFR Executive Committee and Sub-Committees and associates
• Assist department Executive Committee with defining and implementing policies, procedures, best practices, and guidelines for technology use
• Offer innovative solutions to support department and firm-wide strategic goals
• Keep up to date with new technology, identifying potential technologies to pilot and relaying these opportunities to department leadership for their consideration
• Implement new technologies, monitor and manage adoption
• Act as the product owner and subject matter expert for department-specific software and technologies which includes provisioning, deprovisioning users, ensuring firm retention policies are followed
• Troubleshoot and resolve incidents within the AFR applications
• Initiate AFR department technology project service requests and collaborate with the IT department to see projects through to completion
• Manage department specific software contracts, license utilization, and relationships with technology vendors
• Develop and adhere to technology budget for the AFR department
• Allocate invoices for the supported software to the applicable cost centers
• Coordinate with quality management in organizing and coordinating peer reviews technology support
• Manage department technology application requirements, configurations, updates, trainings, communications, implementations, documentation and procedure development
• Collaborate with leadership and the training team to develop and then lead training programs for department technology and the related policies and procedures
• Participate in committees charged with leading the IT and AFR departments, including the iSTAC, Innovation and Change Management Team, Business Combination Team, AFR IT and Innovation Subcommittee, and other related committees
• Coordinate the business combination process for the AFR department, including support of due diligence procedures, application implementation, data migration, onboarding, and training
• Manage internal department data, including securing data, providing documents for subpoena requests, and monitoring data for risk management concerns
• Maintain relationships with peer firms and global network to share best practices

Requirements

• Bachelor's Degree with a major in accounting or a related field, or 3+ years of industry experience
• Certified Public Accountant (CPA) and/or Project Management Professional (PMP)
• Experience with audit software applications, electronic document management, workflow applications, and related technologies/tools
• Manager or above level responsibilities within a similar organization
• Proficiency in Microsoft Office suite and project management software
• Strong leadership and customer service skills
• Ability to collaborate and work effectively in a team
• Ability to effectively prioritize tasks and complete them within established timelines and budgets
• Ability to manage multiple projects and demands seamlessly and effectively
• Excellent communication skills, including the ability to communicate technical information to non-technical audiences and deliver presentations
• Innovative mindset with the ability to identify opportunities for efficiencies
• Comprehensive understanding of department processes, audit methodologies, and how AFR applications support those processes
• Advanced knowledge of accounting principles and financial reporting, with experience specifically in assurance preferred
• Knowledge of web-based research, data analytics, workflow applications, and assurance engagement software (e.g., CCH Engagement, IDEA, Suralink)

Nice to Have

• Experience with audit software applications, electronic document management, workflow applications, and related technologies/tools
• Proficiency in project management software
• Public speaking and training skills

Qualifications

• Bachelor's Degree in accounting or a related field or 3+ years of industry experience
• CPA and/or PMP certification

Benefits & Perks

• Programs and benefits that encourage growth and development
• Benefits focused on physical and mental health
• Paid time off for volunteering and diversity-related activities
• Flexible work arrangements