• Extracts, manipulates, visualizes, and analyzes accurate, relevant, timely, and cohesive analytics that support the audit lifecycle.
• Analyzes data to determine if businesses are conducting operations in accordance with established policies/procedures, best practices, US GAAP, and governmental and legal requirements.
• Applies analytical models (e.g., regression, simulation, statistical, etc.) to audit scope areas to identify outliers, trends and/or projections, where appropriate.
• Uses data concepts, tools, and programming techniques including SQL programming, MS SQL Server development, Oracle Business Intelligence, Teradata, Tableau, Data Bricks, Snowflake and/or comparable platforms (e.g., Alteryx, Spark, Python, R) to perform extract, transform, load (ETL) and data analysis activities.
• Develops process flows, prototypes, and requirements documentation to accelerate understanding between stakeholders and guide the development of solutions.
• Facilitates discussions that lead to decision-making throughout the lifecycle of creating and enhancing a data solution.
• Prepares clear and well-organized analysis workpapers, documenting root-cause (as applicable), work performed, findings, and recommendations.
• Creates graphical reports and executive presentations to effectively summarize analysis and findings.
• Discusses engagement objectives with other CGA team members and provides recommendations on potential data analytics to support the audit.  
• Assists with managing, scheduling, monitoring, and maintaining automated processes in production.
• Delivers on project tasks and assists with the development of project plans and timelines.
• Assists less experienced team members in understanding and executing data analytics and automation activities.
• Identifies audit scope areas that can be automated or repeated through data analytics and works with leadership to schedule/implement.
• Ensures all data is secure and follows company policies regarding data classification.
• Identifies opportunities for improvement to team activities, tools, and training.
• Supports department objectives and performs other duties and responsibilities, as assigned.
• Consistent exercise of independent judgment and discretion in matters of significance.
• Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) as necessary.
• Other duties and responsibilities as assigned.
   

How You Deliver

• Demonstrates the ability to quickly grasp complex subject matter and apply strong analytical skills and business knowledge to assessing processes, risks, and controls.
• Stays current on data analytics trends (e.g., new tools, statistical methods, visualization techniques) as well as emerging technologies that impact how data can be used on audits (e.g., AI, Blockchain).
• Works with discretion regarding work details on assignments of a varied and difficult nature.
• Utilizes creative thinking, individual initiative, and flexibility in prioritizing and completing tasks.
• Exhibits willingness to tackle new areas and challenging topics.
• Demonstrates the ability to work in a complex, dynamic, and fast-paced environment.
• Acts in accordance with stated CGA and company policies and practices, and maintains the highest degree of integrity in all activities and interactions.
• Displays regular, consistent, and punctual attendance. Able to work nights and weekends, variable schedule(s), as necessary. Out-of-town travel is required approximately 20%.

How You Partner

• Exhibits strong interpersonal skills including written and verbal communications, and an ability to collaborate with others.
• Shows respect to other team members and clients in all interactions.
• Demonstrates a willingness to assist other team members in areas outside of direct assignments, when necessary.
• Collaborates in a virtual environment to complete projects with team members in various locations.
• Educates audit team members on data analytics and automation techniques through daily interactions.

How You Develop

• Exhibits a commitment to continuously self-improve by working with leadership to leverage strengths and focus on areas of development.
• Gains knowledge of IT controls and cyber security concepts, and applies to engagements

Employees at all levels are expected to:

• Understand our Operating Principles; make them the guidelines for how you do your job.
• Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.
• Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.
• Win as a team - make big things happen by working together and being open to new ideas.
• Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.
• Drive results and growth.
• Respect and promote inclusion & diversity.
• Do what’s right for each other, our customers, investors and our communities.

Disclaimer:

• This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.