Audit Administrative Coordinator

Essential Functions

The Audit Coordinator is responsible for providing administrative, engagement coordination, and project management support to the Audit Department. The Audit Coordinator supports partners, managers, and engagement teams throughout the client and engagement lifecycle and helps ensure assigned processes, documents, communications, and deadlines are completed accurately and timely.

The Audit Coordinator works collaboratively with audit professionals, clients, and other administrative team members to promote efficient workflows, consistent processes, and exceptional client service.

Client and Engagement Coordination

• Coordinate  audit client onboarding and assist with audit-specific new client and workflow setup.
• Serve as an administrative point of contact for assigned clients and engagement  teams.
• Assist with client projects and special engagement-related assignments as needed.
• Provide timely follow-up and maintain professional communication with clients, partners, managers, and engagement team members.

Engagement and File Administration

• Tie out prior-year financial statement information and prepare or roll forward engagement letters, representation letters, and other assigned engagement documents.
• Complete assigned file-wrap procedures, excluding steps requiring completion or approval by an audit senior or other audit professional.
• Monitor file-wrap deadlines and help ensure engagement files are routed through the appropriate completion process.

Engagement Letters and Confirmations

• Prepare, distribute, and track engagement letters through DocuSign or other designated systems.
• Monitor engagement letter deadlines and follow up on outstanding documents.
• Prepare  and track audit confirmations.

Financial Statements and Engagement Deliverables

• Prepare and revise financial statements based on information and direction provided by the engagement team.
• Draft assigned engagement deliverables, including financial statements, management letters, governance letters, and representation letters.
• Incorporate reviewed changes accurately and route documents through the established review process.
• Assist with report and template changes as assigned.
• Support the preparation and organization of final engagement deliverables.

Board Minutes and Technical Support Processes

• Upload and file board minutes or other authorized governance documents 
• Maintain  Checkpoint newsletters and assigned department templates.
• Assist with designated audit technology, document-management, and workflow processes.

Audit Department and Leadership Support

• Provide administrative support to audit partners and managers, including calendar review, billing, and coordination of administrative items.
• Participate in firm meetings, employee engagement activities, and miscellaneous department or firm projects.
• Coordinate with available staff and administrative team members to delegate or backup tasks when appropriate.
• Perform other duties as assigned by the Audit Service Line Leader, Partner-in-Charge, or another member of the partner group.

Supervisory Responsibility

None. The Audit Coordinator may coordinate, delegate, or redirect assigned tasks based on staff availability but does not have formal supervisory responsibility.

Work Environment

This job operates in a professional office environment. The role routinely uses standard office equipment, including computers, phones, photocopiers, scanners, filing systems, and other technology used by the firm.

Physical Demands

The employee will spend a significant amount of time sitting at a desk and working on a computer. The employee is regularly required to communicate with clients and coworkers and may occasionally be required to stand, walk, reach, bend, or carry engagement materials. The employee may frequently lift or move items weighing up to 10 pounds and occasionally lift or move items weighing up to 25 pounds.

Position Type/Expected Hours of Work

This is a full-time position working 40 hours per week. Core hours of operation are 8:00 a.m. to 5:00 p.m., Monday through Friday.

Additional hours, including occasional evening or weekend work, may be required during peak audit periods or to meet client and engagement deadlines.

Travel

The employee may be required to travel for business purposes. Travel may include local, out-of-town, or overnight travel to client locations, firm offices, training programs, or other business activities.

 Required Education and Experience

• High school diploma or equivalent.
• Two or more years of administrative, project coordination, client service, or      related professional experience.
• Experience managing multiple assignments, projects, or workflows with competing      deadlines.
• Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and Teams.
• Strong written, verbal, and listening communication skills.
• Ability to learn and effectively use audit, workflow, document-management, and      client-collaboration systems.
• Ability to work effectively in a fast-paced, deadline-oriented environment and      adjust priorities as client and department needs change.

Preferred Qualifications

• Associate degree in business administration, accounting, finance, office administration, or a related field.
• Experience in public accounting, professional services, audit administration, or financial document preparation.
• Experience preparing professional financial documents, reports, correspondence, or client deliverables.
• Familiarity with audit engagement terminology and the general lifecycle of an audit engagement.