Partner, Assurance Services - Financial Institutions jobs in United States
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RubinBrown LLP · 1 day ago

Partner, Assurance Services - Financial Institutions

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms, known for its commitment to client satisfaction and integrity. The Partner, Assurance Services - Financial Institutions serves as a senior leader, providing strategic direction and oversight for assurance engagements within the financial institutions sector, while also focusing on client relationships and practice growth.

AccountingConsulting
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Growth Opportunities

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

Qualification

Active CPAU.S. GAAPAICPA auditing standardsPublic accounting experienceFinancial institution knowledgeCommunication skillsPresentation skillsRelationship-building skillsLeadership skills

Required

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

Company

RubinBrown LLP

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

Funding

Current Stage
Late Stage

Leadership Team

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Jennifer Jones
Chief Financial Officer
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Aaron Pollard
Partner & Vice Chair, Transportation and Dealership Services Group
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