Assurance Advisor, Insurance (FSO) Senior Manager
Prepare audit strategy and business plan for client engagements, including setting budgets and scheduling. Direct activities of personnel engaged in filing, recording, compiling and transmitting financial records. Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity. Prepare, analyze, and verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning. Resolve all legal, regulatory, and accounting issues that arise during the audit engagement. Provide accounting insights to clients in a clear and concise manner, including insights into complex accounting issues such as revenue recognition, share-based compensation, business combinations and internal controls. Focus on audits for insurance clients.
Lead and direct teams of professionals with diverse skills and backgrounds by providing constructive on-the-job feedback/coaching to team members. Develop and maintain long-term client relationships and networks. Manage risk in the delivery of quality client services. Generate and manage new business opportunities.
Full time employment, Monday – Friday, 40hours per week, 8:30 am – 5:30 pm.
Bachelor's degree in Accounting, Economics, Finance, Business, or a related field, plus 8 years of related work experience (of which 5 years are post-bachelor’s, progressive); OR a Master's degree in Accounting, Economics, Finance, Business, or a related field, plus 7 years of related work experience.
Must have 4 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in the insurance industry which may include life, health, property and casualty, reinsurance, or similar institutions.
Must have 4 years of managerial experience training project teams in a professional services environment.
Must have 2 years of experience identifying new business opportunities at existing or potentially new clients.
Of the required experience, must have 6 years of experience:
- supervising the planning, execution, reporting on audits of financial statements prepared in accordance with, U.S. GAAS and U.S. GAAP, or a foreign equivalent (International Accounting Standards (IAS) or International Financial Reporting Standards (IFRS));
- supervising audit teams consisting of two or more staff members; and
- Recent audit experience with a public accounting firm, working with large multinational clients.
Must have 4 years of experience in public company SEC rules, regulations, financial reporting, and PCAOB standards; and/or, a foreign equivalent (International Financial Reporting Standards (IFRS)).
Must have Active US CPA certification in work location state (or Active CPA and the ability to obtain CPA in work location state within 2 years of hire); OR Foreign equivalent as long as there is sufficient educational/experience requirements (as determined by state Board of Accountancy in work location state) to receive CPA certification within two years of hire/promotion.
Must have 2 years of experience in the use of audit documentation software.
Travel required to meet client needs up to 10%.
Employer will accept any suitable combination of education, training, or experience.