Manager, Assurance Services - Financial Institutions jobs in United States
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RubinBrown LLP · 2 days ago

Manager, Assurance Services - Financial Institutions

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms, and they are seeking a Manager for their Assurance Services focused on Financial Institutions. This role involves leading assurance engagements for banks and financial institutions, applying technical accounting expertise, and mentoring team members to strengthen financial reporting and risk management.

AccountingConsulting
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Growth Opportunities

Responsibilities

Lead assurance engagements for financial institution clients ranging from $200M to $8B in assets, ensuring timely, compliant, and on-budget delivery
Advise clients on complex accounting and regulatory matters, including CECL, loans and deposits, investments, derivatives, and fair value
Evaluate controls over lending, deposits, investments, IT, and regulatory compliance, recommending risk and efficiency improvements
Review workpapers, financial statements, and disclosures for accuracy and compliance with U.S. GAAP, regulatory requirements, and firm standards
Manage engagement budgets, staffing, and progress to meet quality, productivity, and profitability goals
Serve as a primary client contact, providing insights that support risk management, compliance, and strategic decision-making
Train and mentor team members on technical assurance skills and financial institution best practices
Identify cross-service opportunities and support growth of the Financial Institutions Industry Group
Assist in onboarding new engagements including developing client relations and service team members

Qualification

CPAU.S. GAAPFinancial institution experienceCECLAudit software proficiencyClient relationship skillsProcess improvementCommunication skillsMentorship

Required

Bachelor's degree in Accounting or related field
Active CPA required
5+ years of progressive public accounting experience focused on financial institutions
Strong knowledge of U.S. GAAP, AICPA standards, and financial institution regulatory reporting
Experience with CECL, loans and deposits, investment securities, and fair value accounting
Understanding of internal controls and regulatory processes across lending, deposits, and investments
Knowledge of core banking operations, including credit risk, liquidity, capital, and asset/liability management
Proven ability to lead engagements, mentor staff, and manage multiple projects
Strong client relationship and presentation skills, including executive and audit committee communication
Ability to identify process improvements and deliver practical, risk-focused solutions
Excellent communication skills with the ability to translate technical issues into business insights
Proficiency in audit software and Microsoft Office
Ability to support firm growth initiatives

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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