Bachelor's degree in Accounting or related field; advanced degree preferred.
Active CPA required.
10+ years of progressive public accounting experience, particularly with financial institutions.
Deep knowledge of U.S. GAAP, AICPA auditing standards, and regulatory requirements for financial institutions.
Experience leading client relationships and executive-level discussions.
Proven ability in business development and managing risks.
Strong communication and relationship-building skills.
Responsibilities
Serve as the primary relationship owner for financial institution clients.
Provide strategic guidance on accounting, auditing, and regulatory matters.
Oversee assurance engagements, ensuring compliance with standards and quality expectations.
Maintain audit quality and serve as a technical resource on complex issues.
Monitor engagement budgets, staffing, and profitability.
Lead business development efforts and support client expansion.
Recruit and mentor assurance professionals for practice sustainability.
Benefits
Hybrid work model (2-3 days in the office/week).
Inclusive culture emphasizing diversity and equity.
Commitment to employee development and professional growth.
Full Job Description
Partner, Assurance Services - Financial Institutions serves as a senior leader within RubinBrown's Assurance Services practice, providing strategic direction, client ownership, and technical leadership for assurance engagements serving financial institutions. This role offers the opportunity to build and deepen trusted client relationships, ensure the highest standards of audit quality and regulatory compliance, and mentor and develop future leaders within the practice. The Partner also plays a key role in driving practice growth through business development, cross-service collaboration, and thought leadership within the financial institutions industry.
Major Responsibilities
Serve as the primary relationship owner for financial institution clients, advising executive management, audit committees, and boards.
Provide strategic guidance on complex accounting, auditing, and regulatory matters, including CECL, loans and deposits, fair value, derivatives, and regulatory reporting.
Oversee assurance engagements from planning through completion, ensuring compliance with standards, regulations, and RubinBrown's quality expectations, and approve key deliverables.
Maintain responsibility for audit quality, risk management, and independence compliance, serving as a technical resource on complex matters.
Monitor engagement economics, including budgets, staffing, realization, and profitability, to support sustainable client relationships.
Collaborating with existing team, lead and support business development through opportunity identification, client expansion, and proposal support.
Coordinate across service lines to deliver integrated solutions and support growth of the Financial Institutions Industry Group.
Recruit, develop, and mentor assurance professionals, supporting succession planning and long-term practice sustainability.
Model RubinBrown's One Firm culture through collaboration, ethical leadership, and professional excellence.
Preferred Experience/Background/Skills
Bachelor's degree in Accounting or a related field; advanced degree preferred.
Active CPA required.
10+ years of progressive public accounting experience with significant focus on financial institutions.
Deep knowledge of U.S. GAAP, AICPA auditing standards, and financial institution regulatory requirements.
Demonstrated success leading client relationships, audit committees, and executive-level discussions.
Proven ability to drive business development, manage risk, and lead high-performing teams.
Strong communication, presentation, and relationship-building skills.
Commitment to quality, integrity, and the development of people and the profession.
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.
Travel will be most dependent upon office location. Travel may range from minimal to monthly.
Hybrid model (2-3 days in the office/week).
Ability to sit for long periods of time.
Ability to move throughout office.
Ability to lift, carry, push, pull up to 30-50 pounds.
Colorado, Nevada and Illinois Salary Statement:
The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado, Nevada or Illinois, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD / Technology).
