RSM US

Assurance Senior Manager - Financial Markets (Digital Assets/Lending/Capital Markets and/or Insurance)

RSM US$99K — $182K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related discipline required.
  • Active CPA or equivalent certification is mandatory.
  • Minimum of 9 years of recent assurance experience in public accounting with external audits.
  • Demonstrated ability to manage multiple audit engagements from planning to completion.
  • Strong knowledge of GAAP, CASs, and regulatory requirements with risk-based audit methodology.
  • Proven experience in client relationship management and business development.
  • Excellent leadership skills demonstrating coaching and mentoring capabilities.

Responsibilities

  • Deliver high-quality client service, coordinating audits and financial statement reviews.
  • Assess and manage audit risk by designing and communicating procedures to teams.
  • Oversee multiple engagements, ensuring project milestones and quality standards are met.
  • Guide and review the work of Senior Associates and Managers, providing constructive feedback.
  • Identify technical accounting issues and collaborate with specialists for resolution.
  • Maintain ongoing client relationships, understanding their goals to provide tailored advice.
  • Develop strategies for expanding business through external relationships and networking.

Benefits

  • Flexible scheduling to balance work and personal life demands.
  • Opportunities for ongoing education and professional development.
  • Discretionary bonuses based on firm and individual performance.
  • A competitive benefits package designed to support overall well-being.
  • Access to various internal resources and industry publications for knowledge sharing.
Full Job Description

RSM is looking for an Assurance Senior Manager to join our growing national Financial Markets service line, which specializes in serving clients across digital assets (cryptocurrency), lending (banking and specialty finance), capital markets and broker deals, and insurance.

Job Responsibilities:

  • Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables

  • Assess risk along with design and communicate audit procedures to engagement teams

  • Understand and utilize RSM27s Audit Methodology

  • Manage multiple engagements, oversee engagement status and ensure maintenance of milestones of all projects

  • Understand skillsets and capabilities of Senior Associates, Supervisors and Managers and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process

  • Identify technical accounting matters early and assess impact on financial statements; coordinate with firm specialists as needed

  • Review work product of Senior Associates, Supervisors and Managers and communicate audit status to clients periodically and assess resources needed for project completion

  • Maintain contact with clients throughout the year to develop deeper relationships to better understand clients27 goals and strategies

  • Provide insightful business advice and present oneself as a trusted business advisor

  • Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives

  • Subscribe to and actively read industry publications and share relevant information with clients as considered applicable

  • Anticipate and address client concerns and escalate issues as they arise

  • Understand RSM27s lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm

  • Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth

  • Manage profitability of projects, evaluate strategy for growth of the Firm

  • Ensure professional development through ongoing education

  • Keep abreast of latest developments as they affect GAAP and the Firm27s standards and policies

  • Willingness to travel 10% of the year, depending on your clients

Minimum Qualifications:

  • Bachelor27s degree in Accounting or other discipline.

  • Active CPA (or equivalent certification) required.

  • 9+ years of recent assurance experience within a public accounting environment with extensive exposure to external audit engagements.

  • Proven experience leading and managing multiple audit engagements from planning through completion, including overseeing engagement teams, managing scopes. timelines, and budgets, and ensuring quality standards are met.

  • Excellent technical proficiency in accounting and auditing standards, including GAAP, CASs or other relevant regulatory requirements, with the ability to apply risk-based audit methodology, control testing, substantive procedures, and financial statement review.

  • Ability to communicate clearly and professionally with firm personnel and clients, manage client relationships, respond to client needs, and address issues while building trust.

  • Proven client relationship and business development experience, with a history of building, maintaining, and growing sustainable client relationships, identifying opportunities to expand services, and delivering high-quality client service.

  • Applies sound business judgment, risk awareness, and ethical integrity to ensure audit quality, compliance, and independence, and to provide guidance to team members.

  • Excellent leadership and people-management skills, including mentoring, coaching, performance feedback, and supporting the career development of audit staff through the manager level.

  • Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment.

  • Ability to work extended and/or non-standard hours during peak periods or as necessary to meet client, project, or firm business needs.

  • Ability to maintain consistent onsite presence during core business hours, regularly report to a firm office location, and travel to client sites as required, including access to reliable transportation.

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life27s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .

At RSM, an employee27s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $99,000 - $182,000

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

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