Sales Team Leader leading sales agents at Miway, focusing on performance and compliance in the commercial insurance sector.
About the role
- Assurance Senior executing audits and reviewing work at BPM while consulting with leaders and clients. Developing client relationships and maintaining satisfaction through various assurance engagements.
Responsibilities
- Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
- Supervise associate level professionals and delegate engagement responsibilities.
- Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
- Develop and execute audit strategy from planning to reporting.
- Develop and maintain client relationships, thus driving client satisfaction.
- Research, understand and apply complex accounting concepts and auditing procedures.
- Draft financials and report audit findings (both verbal and written).
- Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Requirements
- Licensed CPA, or in the process of obtaining the CPA.
- BS/BA degree in Accounting, Finance or related field.
- 3+ years’ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
- Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
- Demonstrated leadership/supervisor experience.
- Excellent oral and written communication skills.
- Strong desire to continuously learn.
- Competently analyzes and prioritizes information to make appropriate recommendations.
- Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
- Understands client needs, identifies root causes of problems, and implements pragmatic solutions.
Benefits
- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Directeur Principal gérant la transformation numérique et opérationnelle de l’assurance collective. Supervisant les équipes de support et assurant la gestion des budgets des projets.
Commercial Property and Casualty Insurance Agent at Beneva in Quebec, responsible for assessing business insurance risks and advising clients. Collaborates with agents and clients for optimal insurance solutions
Health Insurance Program Advisor managing Alberta Health Insurance operations within the registry Agent Network. Focused on administration, performance monitoring and compliance reporting.
Assurance Senior executing audits and client engagements at BPM while mentoring associates and managing client relationships.
Assurance Supervisor executing audits and reviewing client engagements at BPM. Leading teams and ensuring client satisfaction through effective strategies and communication.
Assurance Associate II assisting in audits and communicating with leaders and client personnel at BPM. Contributing to audit strategy and maintaining client relationships in assurance engagements.
Assurance Senior managing audits and executing assurance engagements for clients at BPM. Supervise team members and develop client relationships while fostering a positive work environment.
Placement Specialist supporting marketing operations for Marsh McLennan Agency in the Dakotas. Preparing submissions, maintaining documentation, and collaborating with team members.
Insurance Software Migration Lead at DXC Technology, handling large - scale migrations for major insurance clients. Collaborating with stakeholders to design solutions aligned with digital transformation strategies.