Business Management

• Ensure that client concerns are evaluated for opportunities, especially those not in scope of work.
• Ensure that all inquiries are uploaded in BD System
• Ensure that all inquiries are uploaded in BD System
• Ensure that all inquiries were disposed of with proposals within 24 hours or as per policy
• Ensure that all inquiries were reported to the superior for monitoring and updating
• Ensure that all projects have time budgets
• Ensure that all staff makes appropriate time charges with the right TBA.
• Ensure that all report analysis is done on a regular basis -  of inquiries, closed proposals, project margin analysis, billings and collections, including projects by concerned partners
• 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 issues identified by the associates were reviewed and discussed with the client within the end of day
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis, and 3) Strategic development on all BD activities.

Financial Management

• Ensure that all TBAs are charged to the right engagement or project.
• Ensure that all newly approved proposals are initially billed upon acceptance.
• Ensure that 100% budget has been prepared and requested within reasonable time
• Ensure that 100% the liquidation expenses have been prepared and submitted
• Ensure that 100% the reimbursement form has been transmitted to audit secretary
• Ensure to inform audit secretary to bill the client when there’s a progress on the engagement.
• Ensure that to report the progress of engagement for proper billing
• Ensure that 100% of the time charges has been computed and reviewed by the respective engagement member and team leaders
• Ensure that all time charges are billed within reasonable time
• Ensure that all billings are collected on time
• Ensure that associates are regularly coursing with the client for collection schedule and follow-up
• Ensure that the scheduled collection has been picked up from the client
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis, and 3) Strategic development on all BD activities.

Project Management

• Ensure that Pajamas Brand of Service is being implemented
• Ensure that all the DPR, NBT and TBA has been submitted and documented to the system (dashsuccess). Daily TBAs are forecasted a day before as follows:
• Daily TBA Plan per Position Level (as encoded on the system)
• Senior Associate – every 2 hours
• Experienced Associate/Associate – every 30 minutes
• Ensure to staff performs and documents client's processes and procedures to understand the Client's accounting systems and operations.
• Ensure to work closely with the Supervisor, Manager and Partner from planning, execution and finalization process.
• Ensure to prepare audit plan, taking into consideration the approach needed based on the complexity and level of risks (staff assignment to specific TBAs).
• Ensure to oversees audit plan, field work, and audit reporting; prepares reports, and communicates findings and recommendations to line and senior management of the client.
• Ensure to review audit work papers prepared by the audit staff each day to ensure sound audit theory and compliance with the department's methodology.
• Ensures that reviews are completed in compliance with the quality assurance review of the Firm.
• Ensure to work closely with the Staff, Supervisor Manager and Partner from planning, execution and finalization process.
• Ensure that audit plans are prepared, taking into consideration the approach needed based on the complexity and level of risks (staff assignment to specific TBAs)
• Ensure teamwork with the organization and within the team.
• Ensure to prepare request for schedules and other documents necessary for financial statement audit.
• Ensure to performs analytical procedures for the last year and current year balances to the reasons for changes for specific accounts balances.
• Ensure to prepare confirmations letters and provided by client (PBC) lists
• Ensure to performs compliance testing to test if the company complies with their policy and implemented internal controls.
• Ensure that working papers prepared aid for achieving the audit objectives and useful for future reference.
• Ensure that income tax returns/financial statements are reviewed.
• Ensure documentation on the working papers and complete all the audit requirements
• 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 that that the organization is complying with relevant laws and statutes.
• Ensure to supervise and guide the staffs to their audit procedures
• Ensure to review, document and recommend changes as well as evaluate whether the changes were for the last year's findings.
• Ensure presentation to be discussed with the Management has been reviewed
• Ensure that there's a summary of audit findings and draft report.
• Ensure that queries on operation are clarified with management and other relevant parties
• Ensure that the client has been updated for pick-up of FS/ITR/Supplementary documents needed for the filing with government agencies.
• Ensure to make recommendations on how to improve internal controls and governance processes.
• Ensure that a representation letters has been created before FS/ITR/Supplementary are released
• Ensure that the client has been updated for pick-up of FS/ITR/Supplementary documents needed for the filing with government agencies.
• Review completed of billings for standard fees.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis, and 3) Strategic development on all BD activities.

People Management

• Ensure that all audit personnel are aligned to the mission, vision and beliefs of the firm.
• Ensure that a 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 that all TBAs with superior are aligned
• Ensure that all TBAs are loaded in system and updated every 30 minutes.
• Ensure that the staff prepare TBAs and load in system, day prior.
• Ensure to review staff work and related TBAs status (every 30 minutes).
• Ensure to maintain review checklist of accomplished TBAs.
• Ensure to prepare staff assignment to client based on managers plan.
• Conduct internal trainings to all newly hired associates
• 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.