Audit COE Manager - Investments (US-Virtual)

Company: PwC
Location: San Jose
Posted on: September 17, 2023

Job Description:

Specialty/Competency: Assurance
Industry/Sector: Not Applicable
Time Type: Full time
Travel Requirements: 0%
A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you'll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients' information.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

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  Develop new skills outside of comfort zone.
  
  
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  Act to resolve issues which prevent the team working effectively.
  
  
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  Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
  
  
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  Analyse complex ideas or proposals and build a range of meaningful recommendations.
  
  
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  Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
  
  
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  Address sub-standard work or work that does not meet firm's/client's expectations.
  
  
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  Use data and insights to inform conclusions and support decision-making.
  
  
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  Develop a point of view on key global trends, and how they impact clients.
  
  
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  Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
  
  
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  Simplify complex messages, highlighting and summarising key points.
  
  
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  Uphold the firm's code of ethics and business conduct.
  
  
  Additional Responsibilities :
  The Investments Center of Excellence (COE) provides a career opportunity within our audit practice to virtually lead & execute audit procedures related to valuation and existence. COEs directly support engagement teams, performing specific procedures across a portfolio of clients using the latest technology. In the Investments COE you will focus on Investment specific areas of the audit requiring subject matter insight to enhance the reliability of our clients' information.
  Custom Orgs :
  Global LoS :
  Assurance
  Global Network :
  Assurance
  Sector :
  Asset and Wealth Management
  Job Requirements and Preferences :
  Basic Qualifications :
  Minimum Degree Required :
  Bachelor Degree
  Required Fields of Study :
  Accounting
  Minimum Years of Experience :
  5 year(s)
  Certification(s) Required :
  CPA License. International hires are required to hold the equivalent accounting certification in the selected individual's home country. Hires from a PwC affiliate firm must meet the credential requirements for a PwC US manager in that PwC affiliate firm.
  Required Knowledge and Skills :
  The role requires relevant experience in the Asset & Wealth Management sector, including experience with valuation and existence testing of exchange traded equity securities and derivative instruments as well as vendor priced fixed income securities using MIDA's Global Securities Pricing and MATCH applications.
  Preferred Qualifications :
  Certification(s) Preferred :
  CPA license in work office state
  Preferred Knowledge/Skills :
  Demonstrates extensive knowledge and/or a proven record of success in Generally Accepted Accounting Principles in the United States (U.S. GAAP), United States Generally Accepted Auditing Standards (U.S. GAAS) and the Public Company Accounting Oversight Board (PCAOB) standards, emphasizing an in-depth, extensive understanding - for the respective industry - of the applicable business and accounting issues, and technical accounting and financial reporting standards.
  Demonstrates extensive abilities and/or a proven record of success as a team leader and team member within the US Assurance practice of a global network of professional services consulting firms, including, but not limited to, the following areas:
  Whole Leadership: being agile and adaptive to working on a virtual global team, pursuing opportunities to develop existing and new skills, which are outside of my comfort zone; maintaining positive energy in the face of obstacles or when dealing with complexity; and, acting to resolve issues, which prevent effective team working, even during times of change and uncertainty.
  Global Acumen: maintaining a fresh perspective on global and cross-cultural issues; maintaining relationships with the SDC; developing a perspective on key global trends, including globalization, and how they impact on client challenges; and, sowing my cultural dexterity by modifying my behavior to the environment.
  Relationships: reacting positively and providing well reasoned and self-assured responses, even when challenged; managing a variety of viewpoints to build consensus and creating positive outcomes for all parties; and, managing the expectations of my clients/engagement teams, seeking and acting on feedback.
  Business Acumen: incorporating up-to-date technology/technology developments in my work; seeking opportunities to add value to client/engagement team account planning; and, promoting new ideas and services by applying knowledge of the industry/sector and societal trends to create value for clients, PwC and broader stakeholders.
  Technical Capabilities: driving the development of the audit approach for audit areas in scope of the COE, building my knowledge of the firm's service offerings related to my area of specialization; seeking new learning opportunities to stay technical and relevant; identifying and sharing learnings at the end of a project; and, addressing sub-standard work or work which does not meet the firm's/clients expectations.
  Demonstrates extensive knowledge and/or a proven record of success in automation & digitization in a professional services environment including:
  
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    Innovating through new and existing technologies, along with experimenting with digitization solutions;
    
    
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    Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients/engagement teams; and,
    
    
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    Utilizing digitization tools to reduce hours and optimize engagements.
    
    
    Learn more about how we work: https://pwc.to/how-we-work
    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
    All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
    For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
    For positions in Albany (NY), California, Colorado, Nevada, New York City, Washington State, or Westchester County (NY), please visit the following link for pay range information: https://pwc.to/payrange-v1-assurancemanager
    #LI-Remote

Keywords: PwC, San Jose , Audit COE Manager - Investments (US-Virtual), Executive , San Jose, California