Opportunistic Cyber Consulting Principal for Jonathan Sharpe

About this role

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Position Responsibilities • Technical: • Manages and leads engagements by: • Working with others to develop and implement creative solutions and recommendations for data security risk issues. • Identifying and evaluating complex business and technology risks, internal controls which mitigate risks, and related opportunities for internal control improvement. • Completing data security project activities; playing a support role in gathering, organizing, and analyzing data. • Ensuring projects are aligned to client’s organizational strategy, responsive to a changing business climate, with clearly defined policies and procedures. • Enhancing the process of developing robust controls around pre- and post-implementation system reviews through a clearly defined project management methodology. • Developing statistical control solutions depending on client need. • Assuring client deliverables meet or exceed client’s expectations. • Leading client meetings and site visits while interacting with top-level management to acquire and access important information for analysis. • Executing advanced security risk services; understanding complex business and information technology management processes. • Assisting in the selection and tailoring of approaches, methods, and tools to support service offering or industry projects. • Performing third-party and other opinion-level services in response to service organization requests from clients for information about internal controls. • Interacting with other practice areas including but not limited to audit, tax, and other management consulting service groups. • Applying process consulting skills to support practice development efforts. • Satisfying internal reporting requirements. • Effectively executing individual project tasks, with some focus on overall project objectives.

• Staff Development: • Delegates and manages the work of consultants in practice; monitors/maintains morale of engagement. • Conducts performance reviews and contributes to feedback for staff; follows up with staff relative to career development objectives/plans. • Identifies needs for practice resources and recruits the right staff, considering technical competencies and culture. • Ensures appropriate distribution of projects to facilitate staff development while achieving project objectives and economic goals. • Ensures integration of individual career development plans with the practice plan. • Coaches others to be effective in developing staff. • Mentors staff in the development of their relationships with clients. • Identifies, attracts, and develops staff to provide necessary skills and competencies to serve clients. • Provides appropriate and timely performance feedback to those supervised. • Effectively conducts staff career planning sessions. • Provides balanced feedback to clients and staff. • Contributes to people initiatives, including recruiting, retaining, and training other consultants/professionals.

• Practice Development: • Engages in client expansion and cross-serving with meaningful fees sold goal; recognizes the importance of lead generation. • Reviews and leads proposals and engagement letter development. • Syndicates ideas and services to other practice developers. • Facilitates the development of practice development skills of others. • Understands Practice Development as a team effort and is able to meaningfully orchestrate opportunities. • Solicits client referrals and converts referrals into Practice Development opportunities. • Presents new services to potential clients. • Develops a personal marketing plan. • Proactively defines client relationships that best meet the objectives of both the client and Plante Moran. • Creates client champions for Plante Moran, increasing the level and types of services to clients. • Initiates “cross selling” business; demonstrates knowledge of firm services relevant to this client. • Develops a wider understanding of client’s business outside the scope of engagement by engaging with clients about how they are responding to current business trends and risks in their industry and seeing how we can help. • Builds relationships with client decision-makers where ideas and new service offerings can be discussed. • Asks clients for referrals to other business owners/decision makers. • Engages the client in conversation about business plans and strategies and identifies opportunities for involvement. • Develops personal relationships with third parties associated with the client (e.g., banker, attorney, vendor) to facilitate referrals. • Introduces Plante Moran staff in service lines which would benefit the client, including colleague partnering. • Coaches all Plante Moran team members on cross-serving skills and creates learning opportunities. • Establishes and monitors performance measurement metrics consistent with career development and practice plans. • Interacts with other practice areas including but not limited to audit, tax, and other management consulting service groups.

• Practice Management: • Analyzes budgets/time summaries for planning and billing purposes; leads billing activities; responsible for realization goals. • Works within budgetary and time constraints while providing a high level of client satisfaction. • Responsible for practice economics including production, realization, billing, and collection. • Satisfies internal reporting requirements. • Manages multiple projects; deals fluidly and effectively with multiple client relationships. • Leads and conducts practice activities in a manner that is consistent with and promotes Firm values. • Exhibits attitudes and behaviors that recognize responsibility for the Plante Moran team as a whole. • Coordinates appropri

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