Business Management

• Ensure that client concerns are evaluated for opportunities, especially those not in scope of work.
• Ensure that all the inquiries are attended within 5 minutes
• Ensure that all the inquiries attended are reported to designated superior
• Ensure that all client status has been reported to superior
• Ensure that the allocated time budget has been met and proper time charging has been done
• Ensure that all issues are reported to superior
• Ensure that all personnel are trained in using NBT-EOP system, from BD to UB.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis, and 3) Strategic development on all BD activities.

Financial Management

• Ensure that 100% budget has been prepared and requested within reasonable time
• Ensure that all liquidation expenses have been prepared and submitted
• Ensure that all reimbursement forms have been transmitted to audit secretary
• Ensure that all to reports are completed on time to ensure timely billing.
• Ensure to perform personal monitoring that 100% of the time with cost charges has been computed and reviewed by the respective engagement member and team leaders
• Ensure to participate in scheduling/arranging/follow-up the collection with client

Project Management

• Ensure that Pajamas Brand of Service is being implemented
• Ensure that all TBAs are charged to the right engagement or project.
• Ensure to participates directly in the performance of audit procedures and prepare the relevant working papers to document the work performed.
• Ensure to prepare request for schedules and other documents necessary for financial statement audit.
• Ensure to complete 100% of assigned working papers in planning phase such as but not limited to the following:
• performs analytical procedures for last year and current year balances to determine major changes in accounts balances
• prepare confirmations letters
• performs substantive testing to achieve the audit objectives for specific account balances
• prepare working papers aid for achieving the audit objectives and for future references
• Ensure to proactively interact with key client’s management to gather information, resolve problems, and make recommendations for business and process improvements
• Ensure to develop and maintain productive working relationships with client personnel at appropriate levels and committed to continually improve client satisfaction
• Ensure to discuss everything with the engagement team the accounting and auditing issues identified together with the proposed resolutions of the issues
• Ensure that 100% of the execution and completion of working papers has been completed and properly documented
• Ensure to be assigned with client portfolio with approximate value per year of ₱1.2 million
• Ensure to participate in the preparation or review of draft and final financial statements
• Ensure to participate in the preparation or review of income tax returns
• Ensure to deliver all requirements and results of the team where he/she belongs, either existing based on the structure or assigned on team-based basis
• Ensure to assist in the quality control of financial statements, footnote disclosures
• Ensure to assist in preparation of management letter comments
• Ensure to complete all assigned audit requirements documentation
• Ensure to perform other job-related duties as necessary

People Management

• Ensure that all audit personnel are aligned to the mission, vision and beliefs of the firm.
• Ensure that monthly coaching and mentoring has been attended at least once a month
• Ensure that every training of the firm (internal and external) has been supported and attended
• Ensure to proactively volunteer for additional firm projects/programs
• Ensure that weekly plan and daily TBAs are provided by Supervisor, broken down every 30 minutes.
• Ensure that daily outputs are analyzed and results are encoded in the system.
• Ensure to follow al company policies, rules and regulations.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis, and 3) Strategic development on all BD activities.

Changemaker (Self-Leadership)

• Conduct self-assessment on overall compliance, performance and strategic management.