Senior Cpe Compliance Specialist

The Senior CPE Compliance Specialist role is responsible to ensure we meet mandatory professional education and licensing standards as mandated by NASBA and are required to provide CPA and financial services to our clients. This person will play a leadership role in mentoring team members to better understand NASBA guidelines and manage the risk controls for the firm.  This is a unique opportunity to collaborate across multiple departments while delivering meaningful and measurable contributions to the larger firm, as well as our individual professionals. You will continually advise firm leaders on NASBA and state-specific criteria for eligible learning, participate in ongoing internal process analysis and deliver analytical reporting on key licensure dates throughout the year.

In this role you will:

• Monitor NASBA, state board regulations, and all other industry standards related to continuing professional education requirements
• Primary liaison and subject matter expert for CPE compliance knowledge
• Maintain and improve CPE and related processes and communications to ensure NASBA compliance, state compliance and a positive associate experience
• Collaborate with program managers to monitor and advise on all upcoming classroom activities to ensure CPE compliance rules are maintained
• Provide necessary reporting requirements for compliance and licensure records during Peer Review, PCAOB and other regulatory inspections
• Request, review and enter CPE information into Learning Management System
• Lead vendor and state-specific compliance relationships and work with external vendors to resolve outstanding CPE compliance issues
• Compile and distribute weekly and monthly reports with training participation and compliance statistics and activity
• Monitor and enhance the process of awarding CPE for live events (i.e. code words, attestation process, check-ins) in accordance with NASBA standards
• Manage the process for delivering external CPE certificates for CB clients
• Mentor teammates to ensure knowledge sharing
• Monitor and resolve learning mailbox emails to ensure timely resolution and maintain great client service
• Manage annual CPE compliance reporting process and annual NASBA sponsorship renewals

What you bring to the role:

• Bachelor's Degree with 3 - 5 years of demonstrated professional compliance and licensure experience (NASBA CPE compliance preferred).
• Strong attention to detail, project management, and data analytical abilities
• Passion for creating a positive and productive client experience is a must
• Proficiency working with Learning & Compliance Management Systems (LMS) – i.e. Docebo, LearnLive and/or LCVista

What you can expect from us:

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you.
• A collaborative environment focused on enabling you to further your career growth and continuous professional development.
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
• Flexibility to do impactful work and the time to enjoy your life outside of work.
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures.

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The annual salary range for this position is $80,000 - $88,000. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.  

Candidates must demonstrate eligibility to work in the United States.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook.

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