Associate \ PDPLine of ServiceLine of Service">Assurance
Industry">IndustryIndustry">Financial Services
State & City">State & CityState & City">MO-Kansas City
Travel Requirements">Travel RequirementsTravel Requirements">0-20%
Auto req ID">Auto req IDAuto req ID">27395BR
PwC/LoS Overview
Are you interested in the opportunity to work for an industry-leading firm that services Fortune 500 companies, and will give you the experience and exposure you need to build your career? If you are, then PricewaterhouseCoopers LLP ( is the firm for you. PricewaterhouseCoopers LLP (PwC US) is well placed to help clients meet the challenges and opportunities of the US marketplace in the areas of assurance, tax, and advisory. We offer the perspective of being part of a global network of firms combined with detailed knowledge of local, state and US national issues. More than 169,000 people in over 158 countries across the PwC network are committed to deliver quality in assurance, tax and advisory services. People across the PwC network share knowledge, experience and solutions to develop fresh perspectives and deliver practical advice.
At PwC US, you will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career. We provide unparalleled coaching, mentoring, and career development programs; global opportunities; and state of the art technology-driven methodologies to help you provide quality service to our clients.
Our Assurance practice collaborates with clients, so that the financial information they report to the investing public and other stakeholders is clear and reliable. When we fulfill our role as Assurance professionals, by standing firm on quality and integrity, we have a direct impact on how well the world's capital market system functions.
The highly trained and educated Assurance teams go inside companies, and get to know those businesses. They ask questions, test assumptions, and provide assurance that the companies are reporting information on which investors and others can rely. Every assignment is an exciting opportunity to learn, to grow and to understand how businesses operate from all levels and perspectives.
Our Assurance professionals are constantly challenged to learn more in order to provide our clients with the highest quality services. This learning takes place through interaction on the job with colleagues and clients, formal training programs, and the insights provided by mentors and coaches. PwC is all about our people, encouraging high performance and quality. Join us and we will help you implement a successful career strategy, as you explore the many career opportunities in PwC Assurance.
Job Description
PricewaterhouseCoopers (PwC) is the world's leading network of audit and assurance firms our clients include almost half of the Fortune 500. Our leading edge audit approach focused on quality is designed to meet the needs of private companies to large organizations. The PwC audit is underpinned by our deep industry knowledge, wide international experience and global network of skilled professionals.
As a member of our Core Audit Team, you will:
> examine financial and accounting records, other documents, and tangible items such as plant and equipment or watching certain processes or procedures being performed
> ask a range of questions from formal written questions to informal oral questions of a range of individuals at the organization
> obtain written confirmations of a certain matters; for example, asking a debtor to confirm the amount of their debt with the organization
> test some of the organization's internal controls
> make judgments on significant estimates or assumptions that management made when they prepared the financial report
Our auditors maintain independence from management and directors so that the tests and judgments are made objectively.
As the leading auditor of insurance companies in the U.S., PwC has extensive knowledge of the issues, trends and challenges that insurers face and our dedicated insurance professionals work to help organizations manage risk and improve performance. Our ability to provide assistance across a complete range of insurance company activities broadly includes: GAAP and SEC accounting and reporting, statutory accounting principles and their application, regulatory and compliance solutions, merger & acquisitions, international financial reporting standards, actuarial-related audit and consulting services and insurance tax-related services.
Our major insurance markets include New York, Philadelphia, Boston, Chicago, Milwaukee, and Los Angeles.
Our U.S. Insurance Practice consists of:
âeuro¢ 625 assurance professionals, including 61 partners and 175 managers.
âeuro¢ 85 tax professionals, including 13 principals and 30 managers.
âeuro¢ 15 insurance regulatory specialists.
âeuro¢ 100 credentialed life, health and non-life actuaries, including eleven principals.
The depth and breadth of our insurance industry client base ensures that PwC has the resources we need to effectively serve our clients. We have a pool of talented professionals who know and understand the issues, challenges and problems that insurers face, and can address their current and future issues and strategies.
Position/Program Requirements
Knowledge Preferred:
Some knowledge of public accounting and audit practice, procedures and reporting standards. Some knowledge of SEC, U.S. GAAP, U.S. GAAS, IFRS procedures and standards.
Proven experience of first level review of basic audit reports produced by associates
Proven experience of first level review of basic audit reports produced by associates
Skills Preferred:
Technical knowledge of US GAAP; ability to apply applicable auditing standings in completing audit areas; experience preparing a record of work that provides a clear understanding of audit procedures; basic Insurance industry knowledge ; previous project experiences that include utilizing professional skepticism.
Minimum Years of Experience Necessary:
1
Minimum Degree(s) and Certification(s) Required:
Bachelor's Degree in Accounting or related field
CPA or has demonstrated required minimum number of
hours for CPA licensure per respective state
regulations
Additional Information
The Professional Development Program (PDP) is comprised of various Learning Solutions, including seminars and technical workshops, eLearn self-studies, podcasts, webcasts and Tailored Training courses designed to meet the needs of clients and target clients in the Investment Management and Real Estate Industries. Each year over 30 courses are offered close to the hubs of investment management and real estate markets to train participants, ranging from CEOs to investment management service providers, in a variety of topics, from introductory material for professionals new to the industry to specialized courses addressing current complex issues and the latest technical developments. Additionally the PDP offers Tailored Training in which we work with clients to develop "just-in-time" training solutions that are flexible and cost effective.
Job Objective: Briefly list the essential responsibilities of the job, and what it is expected to accomplish.
• The primary responsibility of the PDP Associate is to ensure the successful implementation of client training services with a delivery of differentiated client service consistent with PwC's national brand promise. The PDP Associate is required to work with practice professionals and clients to determine the training needs of our clients and target clients of the various Investment Management and Real Estate marketplaces throughout the country.
• Respond to client inquiries regarding courses offered through the PDP calendar, including registration, course content, availability, future offerings, payment options, etc.
• Assist with PDP Coordinator responsibilities during their absence
• Oversee code requests and invoicing through GFS. Reconcile participant fees as reported by website vendors to billings in GFS.
• Prepare Monthly WIP Analysis including Summary Report on Fiscal and Calendar Year Basis. Research and resolve wip issues surfaced during monthly wip reviews.
• Assist PDP management team with calendar production and PDP website maintenance.
• Assist in development and execution of national and regional client surveys to determine training needs of our clients in order to make recommendations for future offerings through the program.
• Support and coordinate PDP marketing initiatives as needed.
• Assist with targeted marketing efforts to clients throughout the year.
• Perform research and prepare Detailed Content Documents for PDP courses
• Assist with Tailored Training process including course materials, preparation of checklist, AFS and independence research and documentation
• Quarterly update and maintenance of Joint Business Relationship independence management
• Maintain and coordinate Elearn annual development/update tracker
SECTION II: Education and Other Requirements
Bachelor's degree in Business required, prefer Accounting or Finance major
• 0-1 year minimum experience in a professional services environment preferred
• Ability to learn and master PwC tools such as myKCurve, Comperio, Technical Databases, etc.
• Excellent interpersonal skills with all levels of management and clients
• Strong computer capability
• Experience with Lotus Notes, Microsoft Word, Excel, PowerPoint, and other software
• Exhibits initiative in problem solving and trouble shooting with assignments
• Overtime flexibility
SECTION III: Travel Requirements
10-20%
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