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CBIZ

Senior Manager – Risk & Advisory

CBIZ

. Serve as the client’s trusted advisor and communicate solution options to the client and team .

Posted 9/15/2026full-timeTulsa • Oklahoma • United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in client engagement management, including risk and advisory services, internal audit, and compliance with Sarbanes-Oxley. Proven ability to lead teams, develop client relationships, and implement effective business processes.

Highest-signal resume keywords
Active CPA CertificationClient Engagement ManagementInternal Audit ExperienceSupervisory ExperienceData Analytics Experience in ACL or IDEA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Risk AssessmentAudit Program DevelopmentInternal Control EvaluationBudget ManagementProcess Improvement
Soft Skills
Verbal CommunicationWritten CommunicationTeam LeadershipClient Relationship Management
Tools & Technologies
ACLIDEA
Certifications & Qualifications
CPA
Industry Keywords
Public AccountingSarbanes-Oxley ComplianceCybersecuritySupply Chain ManagementESG

Tech Stack

Tools & technologies
Cyber Security

About the role

Key responsibilities & impact
  • Serve as the client’s trusted advisor and communicate solution options to the client and team
  • Manage staff on engagement deliverables and complete technical and strategic reviews to ensure quality control, on-time delivery, and budget compliance
  • Handle client responsibilities using knowledge of industry trends, industries, and alternatives
  • Understand client organizations, procedures, and internal policies
  • Develop new clients with upper management and participate in client meetings, presentations, proposal development, and cross-serves
  • Manage and retain multiple client relationships, engagements, and special projects
  • Develop overall engagement budgets and meet charge hour goals
  • Manage billing and realization for assigned clients and explain variances
  • Supervise, train, and mentor staff
  • Foster a positive team culture and support management decisions
  • Participate in practice development activities that generate new business and cross-serving opportunities
  • Conduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures
  • Monitor and assess client business control environments and identify changes or exceptions
  • Complete audit work papers, clear management comments, vet findings and observations, and communicate them to clients, teammates, and management
  • Identify process improvements, effective business processes, best practices, and internal control approaches
  • Provide risk and advisory services including internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG, and risk consulting

Requirements

What you’ll need
  • Bachelor's degree required
  • 8 years experience in public accounting or related field
  • 5 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on business needs
  • Experience in assessing internal controls, risks, and business processes, as well as developing audit programs to address those assessments is a plus
  • Industry experience is a plus
  • Data analytics experience in ACL or IDEA

Benefits

Comp & perks
  • Opportunities to grow personally and professionally throughout their careers
  • Travel based on business needs