UNDERSTANDING AND PLANNING TO EXCEED CLIENT EXPECTATIONS

§ Develops basic understanding of client's business in order to identify issues and provide recommendations in own assigned areas for inclusion in management letters.

§ Develops understanding of service offerings within and across lines of service to identify opportunities to meet client needs.

MANAGING THE ENGAGEMENT FOR EFFECTIVENESS

§ Applies appropriate accounting principles and auditing standards to reach and support conclusions related to assigned areas.

§ Contributes to discussions (asks questions, provides valued inputs).

§ Obtains needed information from available client data and conducts appropriate client data analysis.

§ Reviews client practices within an assigned area of responsibility and refers possible problems and solutions to team leader quickly.

§ Keeps current on industry trends affecting clients (e.g., reads trade journals).

§ Appropriately utilises industry-specific terminology.

§ Applies basic understanding of client's industry operations when obtaining data and reaching conclusions.

MANAGING THE ENGAGEMENT TO MAXIMIZE EFFICIENCY

§ Fully understands purpose and objectives of assigned areas before commencing work.

§ Keeps team manager informed of progress.

§ Monitors own time against budget and inform Team Manager of potential variances on a timely basis.

MAINTAINING EFFECTIVE RISK MANAGEMENT

§ Demonstrates awareness of firm's risk management policies and procedures by identifying and referring ethical, independence and conflict issues to team manager and/or engagement leader.

§ Consults with Team Manager on a timely basis when variances to standard practices are encountered.

UTILIZING AND DEVELOPING OUR PEOPLE EFFECTIVELY

§ Takes ownership of personal career development (e.g., actively contributes to setting objectives).

§ Proactively seeks ongoing coaching and feedback on performance and responds effectively.

§ Understands and values differences among team members.

§ Is committed to self-development, applies knowledge and skills learned through formal training and self-development activities.

§ Is sensitive to interaction with others

USING TECHNOLOGY EFFECTIVELY

§ Effectively and proactively utilises basic capabilities of audit technology tools and other firm standard technologies to perform and document work in assigned areas.

§ Follows firm guidance regarding secure use of hardware, software and client information.

COMMUNICATING CONTINUOUSLY WITH THE CLIENT

§ Conducts interviews to gather information (e.g., using appropriate style, using predetermined guides).

§ Prepares internal written documents in a clear and concise, incorporating proper punctuation and correct usage of grammar.

§ Orally communicates information and ideas clearly and concisely.

§ Demonstrates effective listening skills (e.g., asking follow up questions to gain clarity, discern opinion from fact, respects different perspectives).

EVALUATING PERFORMANCE TO IDENTIFY AREAS FOR IMPROVEMENT

§ Honestly assesses own performance, accurately defining strengths and areas for improvement.

§ Proactively suggests ways to improve own performance/approach to work and client service delivery.

§ Seeks and incorporates feedback from supervisors and team members.

§ Provides upward feedback