Senior Manager, Assurance - Financial Services

The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements.

What You Will Do:

• Manage the planning and execution of audit engagements, ensuring effective coordination of fieldwork, timely completion of procedures, and adherence to professional standards and client expectations
• Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks
• Conduct in-depth research on complex accounting and audit matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
• Review audit workpapers to ensure accuracy, completeness, and compliance with professional standards, while identifying risks and issues through thorough documentation and defensible support
• Lead presentations for audit committees and board meetings with clarity, confidence, and strategic insight
• Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
• Support client growth and retention through strategic planning and business development
• Mentor and manage assurance professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
• Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
• Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities

Minimum Qualifications:

• Bachelor's Degree in Accounting or related field
• 7+ years of relevant audit experience
• Current and valid CPA (Certified Public Accountant) license
• Proficiency in Microsoft Office Suite
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Preferred Qualifications:

• Master's Degree in related field
• Experience with Caseware software for financial reporting and audit documentation