Audit Senior, Financial Services

Anchin

$85K — $118K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA preferred.
  • 2+ years of experience in external auditing, with a focus on financial services clients.
  • Strong knowledge of GAAP and IFRS.
  • Familiarity with financial services industry regulations and standards.
  • Excellent communication skills, both written and verbal.
  • Solid computer proficiency, including Excel skills.

Responsibilities

  • Perform audit and compilation for a financial services client base.
  • Prepare work papers and financial statements using computer software.
  • Prepare client financial statements, including footnote disclosures and supplemental schedules.
  • Recalculate book capital allocation models according to partnership agreements.
  • Prepare various tax adjustments in preparation for K-1s and tax returns.
  • Perform valuation testing.
  • Communicate and maintain relationships with client's team.

Benefits

  • Comprehensive benefits package (details available on company's site).
Full Job Description
Title: Audit Senior, Financial Services

Department: Audit, Financial Services

Supervises: N/A

Role Type: Full-time

Location: New York, NY (Hybrid)

ABOUT THE POSITION:

As an Audit Senior in the Financial Services group here at Anchin, you will play a pivotal role in ensuring the accuracy and integrity of financial information for our clients in the financial services industry. You will be responsible for leading and managing audit engagements, conducting thorough examinations of financial statements, and providing valuable insights to clients. This role requires a deep understanding of accounting principles, regulatory compliance, and industry-specific nuances within the financial services sector.

RESPONSIBILITIES:
  • Perform audit and compilation for a financial services client base.
  • Prepare work papers and simple financial statements using computer software.
  • Prepare client financial statements including all footnote disclosures and supplemental schedules.
  • Prepare and recalculate book capital allocation models in accordance with partnership agreements.
  • Prepare various tax adjustments, in preparation of client's K-1's and tax returns.
  • Perform valuation testing.
  • Communicate and maintain relationships with client's team.
  • Performs other accounting, auditing and tax duties as needed in engagements and as assigned by supervisory personnel.
  • Keep in-charges updated about the status of the engagement.

Qualifications:

Education:
  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA preferred.

Experience:
  • 2+ years of experience in external auditing, with a focus on financial services clients.
  • Strong knowledge of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS).
  • Familiarity with financial services industry regulations and standards.
  • Excellent communication skills, both written and verbal.
  • Solid computer proficiency, including Excel skills.
  • Proven ability to manage multiple priorities and deadlines.

Compensation:
  • Competitive annual salary in the range of $85,000 to $118,000 based on the individual's experience level.

Anchin provides comprehensive benefits, which you can view here.

Attributes:
  • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
  • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
  • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
  • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
  • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
  • Technologically Proficient: Ability to apply technology solutions to work.
  • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
  • Action Oriented: Proactively seeks out new and challenging work.
  • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

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