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RubinBrown LLP · 3 months ago

Manager, Assurance Services (Financial Institutions)

Nashville, TN

Full-time

Onsite

Senior Level

5+ years exp

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms, specializing in assurance services for financial institutions. The Manager, Assurance Services position involves overseeing audits, managing client relationships, and mentoring staff while providing specialized technical guidance and strengthening internal controls for financial institution clients.

AccountingConsulting

Growth Opportunities

Responsibilities

Lead Industry-Specific Audit Engagements

Plan, manage, and oversee assurance engagements for financial institution clients that range from $200 million to $4 billion in assets, ensuring projects are delivered on time, within budget, and in compliance with professional standards and regulatory requirements (FDICIA PCAOB, etc.)

Provide Specialized Technical Guidance

Advise clients on complex industry issues including allowance for credit losses (CECL), loan and deposit accounting, investment securities, derivatives, fair value, and other financial institution-specific reporting and compliance matters

Evaluate and Strengthen Internal Controls

Assess clients’ controls over lending, deposit operations, investment activities, information technology, and regulatory compliance, recommending improvements to mitigate risk and enhance efficiency

Review and Analyze Key Financial Statements

Examine workpapers, financial statements, and disclosures for accuracy, completeness, and alignment with U.S. GAAP, regulatory reporting requirements (e.g., Call Reports), and RubinBrown’s quality expectations

Manage Engagement Budgets & Timelines

Develop engagement budgets, monitor progress, and ensure teams meet productivity and quality benchmarks while maintaining profitability

Build Strong Client Relationships

Serve as a primary point of contact for client leadership, delivering insights that support sound risk management, regulatory compliance, and long-term strategic decision-making

Mentor and Develop Staff in Industry Best Practices

Train and coach team members in both technical assurance skills and financial institution industry best practices, promoting professional growth and engagement

Support Strategic Growth of the Industry Group

Identify opportunities for cross-service collaboration (e.g., risk advisory, IT audit, regulatory compliance consulting, tax planning, and M&A advisory) and assist in expanding the Financial Institutions Industry Group’s client base and services provided

Qualification

CPA licenseU.S. GAAPFinancial institution expertiseInternal controlsAudit softwareClient relationship managementCustomer serviceTeam playerDetail oriented

Required

Active CPA license

Minimum 5 years of progressive public accounting experience, with significant focus and expertise in the financial institutions industry

Strong understanding of U.S. GAAP and AICPA auditing standards, and regulatory reporting requirements applicable to financial institutions (e.g., Call Reports, FDICIA, PCAOB standards)

Proficiency in financial institution-specific accounting areas, including allowance for credit losses (CECL), loan and deposit accounting, investment securities, and fair value measurements

Experience with internal controls and processes over lending, deposits, investment activities, interest rate risk, and regulatory compliance

Knowledge of operational and financial processes within financial institutions including asset/liability management, credit risk, liquidity management, and capital adequacy

Work closely with partners on complex transactions and advisory services

Proven ability to manage engagement teams, mentor staff, and lead multiple concurrent projects

Demonstrated success in building strong client relationships, presenting findings to executives and audit committees, and providing actionable recommendations

Ability to identify process inefficiencies and provide solutions that improve risk management, regulatory compliance, and operational performance

Excellent written and verbal communication, with the ability to translate complex accounting issues into clear, business-focused advice

Skilled in audit software and the Microsoft Office suite

Ability to recognize cross-service opportunities and contribute to firm growth initiatives

Customer Service

Management

Team Player: Works well as a member of a group

Leader: Inspires teammates to follow them

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Preferred

Bachelors or better in Finance or related field

Bachelors or better in Accounting Systems or related field

Bachelors or better in Accounting or related field

Functional Expert: Considered a thought leader on a subject

Enthusiastic: Shows intense and eager enjoyment and interest

Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business

Company

RubinBrown LLP

Glassdoor4.4

RubinBrown provides unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations.

Founded in 1952

Saint Louis, Missouri, USA

501-1000 employees