🚀 Director of Assurance

Overview

SVA is looking for a Director to join and lead our growing Assurance Team out of our Brookfield, WI location. This role offers opportunities to refine your skills across several industries, engage in client-facing work, mentor junior staff, and contribute to a growing independent professional services firm certified as a Great Place to Work.

Role is based in Wisconsin.

Responsibilities

• Collaborate with the President and other Industry Group or Service Line Leaders to establish 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, conducting client needs gap assessments, developing pricing and billing strategies, and recommending service differentiators and/or new services.
• Define target client profiles, create lead generation plans, and execute sales strategies through external and internal channels; expand branding through articles, blogs, speeches, etc., and capture Measurable Results stories from clients.
• Meet or exceed Service Line budgeted revenue and profit goals; review activity and revise objectives with input from the President.
• Develop strategies and metrics for new business, retention, workload alignment, capacity planning, staff scheduling, margin reporting, client service and retention, staff engagement, and cross-servicing opportunities.
• Partner with Corporate Services leaders on go-to-market, staffing, employee development and engagement, succession planning, risk mitigation, and technology needs.

Technical Expertise

• Maintain knowledge of industry trends, developments, new technologies, and market conditions; assess opportunities to position the company and support strategic plans, including potential mergers or due diligence.
• Ensure awareness and adherence to regulatory matters and industry standards.

Client and Community Relationships

• Foster client relationships with a focus on end-to-end experience and value delivery; ensure effective cross-location communication and seamless handoffs between sales, relationship managers and client service teams.
• Lead partnerships with strategic centers of influence and industry associations to build an industry-focused network.

Leadership and Staff Development

• Prepare and support organizational change through process reviews, technology evolution, and resource optimization. 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 in the related field and at an executive level.
• CPA required.
• Position may be based in Madison or Brookfield, WI; regular travel to other offices as needed.

Skills, Abilities & Behaviors

• Foster ethics and integrity; support SVA DNA fundamentals.
• Ability to work with peer leaders and members of Industry and Service Line Groups.
• Innovative with a vision for the company’s future and ability to inspire others.
• Strong communication skills across all levels of the organization.
• Business, financial, and operational knowledge, including regulations and procedures affecting the company.
• Ability to attract, develop and retain top talent; high emotional intelligence and change management capability.
• Proven ability to build new business channels and relationships; project management experience including planning, budgeting, and execution.
• Ability to implement sales and marketing strategies; strong analytical problem-solving skills.
• Proficient with Microsoft Office Suite and related industry software.

Work Conditions / Physical

• Typically arises in an office environment.
• Requires sitting for long periods; some bending and stretching; manual dexterity for keyboard use.

Apply Today

Begin a long-term relationship with a company where motivation drives advancement. Explore opportunities with us and see how you can have an exciting and enjoyable career.

Equal Opportunity

This employer is an Equal Opportunity Employer. SVA is certified as a Great Place to Work and participates in E-Verify.

Roles and responsibilities may be based in Wisconsin. This employer is required to notify all applicants of rights under federal employment laws.