Assurance + Advisory Process Development Specialist

Assurance + Advisory Process Development Specialist

A detail-oriented, collaborative professional with assurance or advisory experience who enjoys solving problems and improving workflows. Lead innovation and process improvement initiatives by defining requirements, partnering with developers, testing solutions, and supporting change adoption. Full-time role supporting ongoing development cycles and continuous improvement efforts. Atlanta, GA. To modernize and streamline assurance and advisory processes by building intuitive, high-impact solutions that enhance practitioner efficiency. A fast-paced, innovation-focused team environment that values communication, problem-solving, and continuous improvement. Competitive compensation with benefits.

We are seeking an Assurance + Advisory Process Development Specialist to serve as the link between practitioners and the development team, helping design and deliver solutions that transform how assurance and advisory services are performed. This role blends product ownership, workflow optimization, testing, and stakeholder engagementideal for someone who understands practice processes and wants to help shape their future.

Essential Functions:

• Product Ownership & Development Collaboration
• Advocate for Assurance & Advisory teams on innovation and modernization projects.
• Define, refine, and prioritize the product backlog based on business value.
• Collaborate with developers through sprint planning, standups, and reviews.
• Provide real-time clarification on requirements during build cycles.
• Ensure solutions align with practitioner workflows and usability expectations.

Business Analysis

• Review workflows to identify inefficiencies and automation opportunities.
• Document current-state and design future-state processes.
• Write detailed user stories, functional specifications, and acceptance criteria.
• Validate requirements against business goals.

Testing & Quality Assurance

• Develop and execute test cases for new features and enhancements.
• Conduct functional, UAT, and regression testing.
• Document and track defects and partner with developers on resolution.
• Ensure final deliverables meet performance, usability, and compliance standards.

Stakeholder Engagement & Change Management

• Facilitate workshops, demos, and feedback sessions with practice leaders and staff.
• Support solution rollout with training materials and adoption guidance.
• Monitor solution performance post-launch and recommend improvements.

Position Requirements:

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 3+ years of experience in Assurance (audit, review, compilation) and/or Advisory within a CPA firm or professional services environment.
• Familiarity with tools such as CaseWare, Thomson Reuters, CCH Engagement, IDEA, or Power BI.
• Ability to translate business needs into technical requirements.
• Strong communication skills for working with partners, staff, and developers.
• Detail-oriented, proactive, and collaborative problem-solver.
• Able to manage multiple priorities in a fast-paced environment.