Manager - Assurance Workflow Automation, Innovation (52010)

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are looking for a Manager – Assurance Workflow Automation, Innovation to join the Innovation team within the Methodology & Innovation department. It’s embedded within our firm’s Assurance Innovation team to execute our vision for redefining automation of assurance workflows, while leveraging AgenticAI and GenAI. This role will work closely with our external tooling vendors to work at the intersection of our audit methodologies, processes and procedures to further develop existing workflow automation, support tooling proofs of concept and pilots, and execute solutions at scale across the assurance service line. The ideal candidate will combine technical expertise with automating workflows with a deep technical understanding of auditing professional standards to drive operational excellence and deliver actionable insights.

Responsibilities are, but not limited to:

• Basic knowledge of financial accounting data.
• Basic knowledge of accounting information systems data fields and structures.
• Ability to extract data from accounting information software and format data into a usable format for data ingestion.
• Excellent experience working with Excel to efficiently format data extractions.
• Functional experience designing and developing user interfaces.
• Ability to validate the integrity of data and understand the nature of data flow.
• Working knowledge of AI and machine learning concepts.
• Moderate experience with data modelling, visualization, and automation tools, such as VBA for Excel (Macros), Power BI, and Power Automate is helpful.
• Basic knowledge of various Microsoft 365 applications, such as SharePoint, Lists, Forms, Power Apps etc. is helpful.
• Working knowledge of programming concepts.
• Attitude of a continuous learner in a fast-paced environment.
• Ability to work quickly and efficiently under compressed time requirements is necessary.
• Self-starter who can work both independently and yet collaboratively with audit teams to assist them in solving data extraction and ingestion problems.
• Excellent communication skills are necessary to engage directly with clients and audit teams.