Financial Institutions - Manager (Assurance)
Location:
New Haven , Connecticut
Posted:
November 19, 2017
Reference:
req1525_New Haven

RSM is looking for an enterprising Manager to join our Financial Institutions team in our Stamford office. Financial Institutions is a rapidly growing practice in our firm Nationwide, focused specifically on community banks and specialty finance, in which we are the middle market leaders throughout the country.



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 RSM’s Audit Methodology

  • Manage multiple engagement teams and prepare end-of-engagement evaluations for Staff

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

  • Supervise substantive testing and analytical review procedures as well as documentation of internal control systems

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

  • Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment

  • Review control deficiency and compliance letters, with an eye on quality, thoroughness and accuracy

  • Maintain contact with clients throughout the year to understand impact of significant developments in client’s business and assess impact on current year audit engagements

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

  • Manage profitability of projects

  • Ensure professional development through ongoing education

  • Keep abreast of latest developments as they affect GAAP and the Firm’s standards and policies

  • Willingness to travel 25% of the year, depending on your clients



Required Qualifications:




  • BS/BA Degree in Accounting or equivalent degree

  • CPA or CA Certification

  • 5+ years of current or recent experience in a public accounting environment

  • Experience leading teams and mentoring associates

  • Understanding of audit services with knowledge of GAAP and GAAS regulations

  • A proven record of building profitable, sustainable client relationships

  • Minimum of 4 years of team lead or in-charge experience overseeing Staff on multiple engagements



Preferred Qualifications:




  • Previous experience auditing financial institutions and related organizations

  • Previous experience performing audits of internal control over financial reporting

  • A successful record of directing and deploying Staff and Senior Associates on multiple, simultaneous engagements



A little about us:
The leading provider of audit, tax & consulting services focused on the middle market.

Know someone who would be interested in this job? Share it with your network.