Engagement Operations Specialist
Core
Central operational function supporting audit, tax, and advisory engagements through risk analysis, client documentation, and financial management.
Role type
Engagement Operations Specialist
Builds
Engagement letters, financial reports, service forecasts, and budget plans
Domain
Professional services (Audit, Tax, Advisory)
Required skills
Engagement risk analysis, document preparation, invoice management, payment monitoring, financial reporting, CRM documentation, multi-interface task management
Preferred skills
Commercial orientation, finance/economics/capital markets/regulation knowledge
Technologies
CRM system
Responsibilities
Conduct initial company research and prepare risk analysis documents, prepare engagement letters, manage full engagement processes with partners, handle invoicing and collections, monitor supplier payments, prepare financial reports, communicate with international teams, build service forecasts and budgets (via careerplan.io/jobs/F3-007-9D-07E-engagement-operations-specialist)
Seniority
Individual Contributor, operational support