Financial Institutions Audit Manager jobs in United States
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Mauldin & Jenkins · 3 days ago

Financial Institutions Audit Manager

Mauldin & Jenkins, LLC is seeking an Audit Manager for their financial institutions practice, based in Atlanta, Georgia. The role involves managing client relationships, completing audit engagements, and mentoring staff while ensuring client service excellence and business growth.

ConsultingFinancial Services
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Growth Opportunities

Responsibilities

Serves as client’s first point of contact
Applies knowledge of financial institutions industry to client relationships
Understands importance of fostering a personal relationship with appropriate individuals at client
Proactively provides client with relevant information (industry developments, accounting guidance) throughout the year to create and maintain client loyalty
Delegates appropriately while considering engagement economics as well as providing development opportunities for team and self
Manages and meets the expectations of self, team, and clients
Accepts responsibility to complete audit engagements, ready for Partner review within established timeframe and budget; keeps the Partner informed on engagement status and key issues in a timely manner
Knows financial institution client’s business goals, strategy and what motivates the client; serves as a valued business advisor for appropriate client management
Performs additional tasks as needed
Participates in Firm activities (facilitating CPE, recruiting, inspections, etc.)
Trains staff through on-the-job training and facilitating internal CPE
Provides real-time and ongoing constructive feedback (both positive & constructive) to entire engagement team
Willingly serves as a Career Advisor for younger team members
Successfully has difficult conversations with clients and engagement team members
Possesses the maturity to serve as a role model for staff (client interactions, Work/Life balance, etc.)
Meets chargeable hour and margin goals
Displays an ability to set and maintain business development goals
Manages existing financial institution client relationships to learn about existing and/or potential needs
Understands dynamics of our relationship and engagement history with the client; uses information about prior work to improve current engagement efficiencies
Strong awareness of engagement economics and the key drivers of success/profitability; involved in billing process and financial arrangements
Identifies out of scope work and tactfully discusses the issue with client, if appropriate
Strong project management and multi-tasking skills; can meet or exceed time and budget expectations
Understands M&J’s service line offerings in all business units, but particularly within the financial institutions area
Participates in internal/external networking activities while enhancing existing COI network
Participates in proposal process: prospective client meetings, proposal drafting, budget development
Develops and begins to demonstrate strong negotiation skills
Possesses ability to research, interpret, document and arrive at appropriate conclusions
Understands and applies M&J’s quality standards for self, team and client
Is able to effectively and efficiently work on multiple engagements at one time, while maintaining excellent client service
Identifies complex accounting issues
Completes Manager level review for engagements in accordance with M&J’s quality control policies
Possesses the writing skills to draft client deliverables (financial report, management letter, Audit Committee communication, etc.)
Delivers effective presentations and is able to adjust presentation style based on audience (key client meetings, COI, industry, etc.)

Qualification

Financial institution auditActive CPA LicensePublic accounting experienceManaging multiple engagementsCoachingDeveloping staffMarketing the FirmInterpersonal skillsCommunication skills

Required

Understanding of financial institution industry-specific audit information/requirements
Solid interpersonal and communication skills
Managing, coaching, and developing staff accountants
Managing multiple audit client engagements throughout the year
Marketing the Firm and services
Some travel/on-site engagements may be required
Must be able to work with partners and staff in face-to-face, hybrid and remote environments
B.A./B.S. in Accounting
Hold an Active CPA License
Public accounting experience or equivalent

Preferred

Experience with audits of financial institutions preferred

Benefits

Healthy work/life balance
Tools, compensation, and benefits to achieve a high quality of life

Company

Mauldin & Jenkins

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Mauldin & Jenkins, LLC believes that by working together with our clients, we can accomplish anything! Whether we are providing high-quality tax, assurance, or advisory services that help each client achieve their goals and measure their results, or providing cutting-edge insights and techniques to help them grow and thrive in an ever-increasing, challenging, and competitive economic landscape, we can make a difference! Our team of 550+ talented professionals deliver comprehensive support and exceptional service to clients across the Southeast and beyond.

Funding

Current Stage
Growth Stage

Leadership Team

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Adam Fraley
CPA, Partner
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Aleisa Howell, CPA, CGFM
Partner
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