Director of Assurance

SVA is looking for a Director to join and lead our growing Assurance Team out of our Brookfield, WI location. This is the opportunity you have been looking for! In this role, you will refine your skills across several industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and share your knowledge of how accounting impacts the business world to our more junior staff. Collaborate with an accomplished and diverse team of professionals and enhance your career with personalized development and mentoring opportunities. Demonstrate your expertise and leadership skills, while continuing your career in an independent and growing professional services firm that has been certified as a Great Place to Work®!  SVA You. Together, We Serve. People. Better. 

The Director of Assurance is responsible for the strategic, effective and profitable operations of the Assurance Group. This position provides decisive leadership within the Assurance Group, including client service delivery, financial management, business growth, and human resource development. This position ensures all resources are appropriately allocated and are held accountable for their respective targets. The Director has strong managerial and leadership presence and is accountable to the CPA President. The Director will work cohesively with the President and each other to meet the overall goals of the CPA firm.

Essential Functions

Strategy

• Collaborate with the President and other Industry Group or Service Line Leaders to establish a firm-wide strategy, goals and annual initiatives.
• Define and execute the Assurance Service Line’s strategy for an effective and profitable service offering, including creating value propositions of services provided, conducting gap assessments of client needs, developing pricing and billing strategies, and providing overall strategic recommendations of key industry differentiators and/or new services to complement the service portfolio based on industry trends.
• Define target client profile, create lead generation plan, and execute sales strategy by developing both external and internal cross-functional channels, utilizing internal Business Development for alignment with the marketing strategy. Expand branding efforts to include publishing and delivery of articles, blogs, speeches, etc. Earn and obtain Measurable Results stories from high, medium, and low profile clients.
• Meet or exceed Service Line budgeted revenue and profit goals. Review activity regularly and revise objectives and plans in accordance with current conditions, and with consultation from President.
• Develop strategies and reporting metrics for new business and retention, workload alignment, capacity planning, staff scheduling, margin reporting, client service and retention, staff engagement and growth, cross-servicing referrals, and new products/services.
• Partner with Corporate Services leaders to develop strategies and processes for go to market, staffing and resource planning, employee development, employee engagement and retention, succession planning, technical and software needs, risk mitigation, etc.

Technical Expertise

• Maintain, demonstrate, and execute knowledge of industry trends, developments, new technologies, and market conditions. Determine how best to position the Company, including opportunities for mergers and due diligence investigation to complement and/or execute the strategic plan.
• Ensure awareness and adherence to all applicable regulatory matters and industry standards.

Client and Community Relationship

• Partner with other SVA entity leadership to foster client relationships with a focus on overall end-to-end client experience and value delivery. Ensure processes, decisions, and communications are well considered and effective between SVA’s various locations, creating a unifying effect between the offices. Incorporate and lead the organization’s Account Management structure, including seamless handoff between sales and the relationship manager and client service team.
• Actively participate and/or lead partnerships with strategic centers of influence (COI’s) and industry associations to build industry-focused network.

Leadership and Staff Development

• Prepare, support, and help individuals and the team in leading organizational change in situations of process reviews, technological evolutions, redirecting and redefining the use of resources, etc.
• All other duties as assigned.

Supervisory Responsibility

• Assurance Service Line members

Qualifications

• 4 year Degree in business or related field required; Advanced Degree preferred.
• 8 years of proven leadership experience, preferably within the related field and at an executive level.
• CPA required.
• Position may be based out of our Madison or Brookfield, WI offices. Will require regular travel to other office as needed

Demonstrated Skills, Abilities, & Behaviors

• Foster a Company culture that promotes ethical practices and encourages individual integrity and responsible decision making. Supports and reinforces the SVA DNA Fundamentals.
• Ability to work cohesively with peer leaders and members of the Industry and Service Line Groups.
• Innovative, with a vision of the Company’s future and ability to inspire/lead others to perform.
• Superb communication skills, particularly within all levels of the organization.
• Business, financial, and operational knowledge, as well as knowledge of regulations, policy and procedures that affect the Company.
• Ability to attract, develop and retain top talent.
• Have a high level of emotional intelligence, innovative approach to problem solving, and perseverance to overcome challenges.
• Strong leadership skills with the ability to inspire people to action through their influence.
• Identifies the need for, and executes organizational transformation through effective change management principles.
• Proven track record of building new business channels and developing business relationships.
• Experience with project management including planning, directing, coordinating resources, budgeting, and execution.
• Ability to produce sales and implement marketing strategies.
•  Strong analytical and problem-solving skills with a proven ability to exercise initiative, judgment, and discretion.
•  Proficient with Microsoft Office Suite and related industry software.

Work Conditions/Physical

• Work is normally performed in a typical interior/office work environment.
• Requires sitting for long periods of time.
• Some bending and stretching required.
• Manual dexterity required for use of a computer keyboard.

Apply Today!

Begin a long-term relationship with a company where motivation drives advancement.  We invite you to explore employment opportunities with us and see how you can have an exciting and enjoyable career!

SVA is certified as a great workplace by the Great Place to Work® institute. 

SVA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. 

SVA participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU.