Resource Specialist, Independence Department, Wilton, CT

Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu and services are provided by its subsidiaries, including Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP and Deloitte Tax LLP. Deloitte & Touche USA LLP’s subsidiaries are among the nation’s leading professional services firms, providing audit, tax, consulting, and financial advisory services through nearly 30,000 people in more than 80 cities. Known as employers of choice for innovative human resources programs, they are dedicated to helping their clients and people excel.Resource Specialist, Level 4, Ethics & Independence
                                              
The individual in this position will provide support to Deloitte US Entities' partners/principals and employees who request assistance with the various independence, CPA licensing, CPE, and other compliance policies and requirements.  This person will supply information regarding employee investments, or
interpret Independence policy in order for a partner or Manager to divest of a financial interest, that might result in the loss of income or equity.  This requires problem solving and accountability.
 
The resource specialist will need to gain an understanding of the facts surrounding a callers request and then apply either the Firm's or the regulators rules to the facts and circumstances.
 
Factors that need to be considered are:
 
the callers position, past, positions, FSS, role, location, industry etc.
the type of financial interest the caller has, such as stock, bonds, options, hedge funds, mortgages, trusts, insurance products etc.
the rules that apply, including firm policy, SEC rule AICPA rules etc.
 
Based on the unique facts and circumstances, the resource specialist will either provide and answer to the question or it the answer requires an interpretation of our policy, will route the individual to and independence consultation manager.
 
There are many
judgment factors:  what is the broad topic, what rules apply, what information is needed, what is the answer.  The wrong answer has the potential to lead a partner to divest of a financial interest that could result in a loss of significant dollars.
 
This position deals with Independence.  The resource specialist will need to deal with other significant and sometimes sensitive issues within ethics, certification, licensing etc. 
 
This person will work closely with representatives from all groups within Independence, Ethics and Compliance to monitor current and anticipated issues and develop and document resolutions.  This person will build relationships with individuals spearheading IT development efforts specific to IEC initiatives.  Develop and prepare matrices to monitor the performance of the function and to adjust the process as required.
 
 Analysis and Problem Solving:
 
Analyze event management and automatic call distribution statistics and takes action to modify our
process and recommend solutions.  Work with IEC leadership and IT in identifying root cause for problems impacting a significant number of customers.  Identify obstacles impacting IEC's response, and then creates and implements plans to resolve application, quality or productivity problems.
Undergraduate degree in Business Administration/Accounting or equivalent experience. Experience in training or customer support call centers would be a plus. Excellent organizational, analytical, interpersonal, oral and written communication skills, and feel comfortable in communicating with partners and other senior level individuals within the US Firms.  Must be able to grasp various policy documents in a relatively short time frame, analyze specific circumstances, and apply policy to those circumstances.  Good knowledge of Microsoft Access, Outlook, Word, and Excel required.  Working knowledge of basic financial instruments is required. Knowledge of our service offerings in order to differentiate attest vs.
non-attest services is a plus.
 
This person will need to:
 
Implement service standards to ensure that support and service are provided in accordance with established service level targets.
 
Keeps IEC managers informed of the support desk service delivery, capacity, and future resource scheduling needs through reports, presentations, and one-on one status briefings.
 
Provides leadership for support issues and initiatives.
 
Stays knowledgeable of current firm standard computer technology and business processes.
 
Works effectively and independently with little or no direct supervision.
 
Actively participates in Call Excellence program, working with the Call Quality Coaching Supervisor in recommending development plans for individuals not meeting established targets.
 
 
 Deloitte & Touche USA LLP and its subsidiaries ("the Deloitte US Firms") are equal opportunity employers.Deloitte refers to one or more of Deloitte Touche Tohmatsu
, a Swiss Verein, its member firms and their respective subsidiaries and affiliates. As a Swiss Verein (association), neither Deloitte Touche Tohmatsu nor any of its member firms has any liability for each other’s acts or omissions. Each of the member firms is a separate and independent legal entity operating under the names “Deloitte,” “Deloitte & Touche,” “Deloitte Touche Tohmatsu,” or other related names. Services are provided by the member firms or their subsidiaries or affiliates and not by the Deloitte Touche Tohmatsu Verein.
Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu. In the U.S., services are provided by the subsidiaries of Deloitte & Touche USA LLP (Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP, Deloitte Tax LLP and their subsidiaries), and not by Deloitte & Touche USA LLP.
REQUIREMENTS
Please see Job Description