As a Manager, Assurance Services - Financial Institutions, you'll lead assurance engagements for banks and other financial institutions while serving as a trusted advisor to your clients. This role offers the opportunity to apply your technical accounting and regulatory expertise, deepen your industry knowledge, and make a meaningful impact through strong client relationships, team mentorship, and insights that strengthen financial reporting, risk management, and operations. With continued growth in our Financial Institutions practice, this position provides opportunities for career development and advancement within the firm.
Major Responsibilities- Lead assurance engagements for financial institution clients ranging from $200M to $8B in assets, ensuring timely, compliant, and on-budget delivery.
- Advise clients on complex accounting and regulatory matters, including CECL, loans and deposits, investments, derivatives, and fair value.
- Evaluate controls over lending, deposits, investments, IT, and regulatory compliance, recommending risk and efficiency improvements.
- Review workpapers, financial statements, and disclosures for accuracy and compliance with U.S. GAAP, regulatory requirements, and firm standards.
- Manage engagement budgets, staffing, and progress to meet quality, productivity, and profitability goals.
- Serve as a primary client contact, providing insights that support risk management, compliance, and strategic decision-making.
- Train and mentor team members on technical assurance skills and financial institution best practices.
- Identify cross-service opportunities and support growth of the Financial Institutions Industry Group.
- Assist in onboarding new engagements including developing client relations and service team members.
Preferred Experience/Background/Skills- Bachelor's degree in Accounting or related field required; Master's degree preferred.
- Active CPA required.
- Progressive public accounting experience focused on financial institutions.
- Strong knowledge of U.S. GAAP, AICPA standards, and financial institution regulatory reporting.
- Experience with CECL, loans and deposits, investment securities, and fair value accounting.
- Understanding of internal controls and regulatory processes across lending, deposits, and investments.
- Knowledge of core banking operations, including credit risk, liquidity, capital, and asset/liability management.
- Proven ability to lead engagements, mentor staff, and manage multiple projects.
- Strong client relationship and presentation skills, including executive and audit committee communication.
- Ability to identify process improvements and deliver practical, risk-focused solutions.
- Excellent communication skills with the ability to translate technical issues into business insights.
- Proficiency in audit software and Microsoft Office.
- Ability to support firm growth initiatives.
Working Conditions- Typical office hours are 8:00 a.m. to 5:00 p.m., Monday through Friday.
- Ability to work extra hours as determined by workload and client expectations.
- Hybrid model (2-3 days in the office per week).
- Travel will be most dependent upon office location. Travel may range from minimal to monthly.
- Ability to sit for long periods of time.
- Ability to move throughout office.
- Ability to lift, carry, push, pull up to 30-50 pounds.
