Audit Manager

Role Overview

• Perform and manage financial statement audits in accordance with applicable accounting and auditing standards
• Review financial statements and supporting documentation to ensure accuracy and compliance
• Perform initial financial statement setup in Caseware (DAS / OnPoint PCR) for engagements migrated from CCH Engagement, including supplementary information as needed
• Align Caseware financial statement layouts, row names, and groupings to prior year audited financial statements (PY AFS) while adhering to Caseware best practices
• Develop and modify new processes to promote consistency and efficiency in financial statement setup and reporting
• Ensure consistency in financial statements across the practice
• Work with the financial statement processing team as issues arise and develop efficient resolutions
• Based upon issues, evaluate if any can be streamlined and incorporated into the master template for usage across all teams
• Coordinate with engagement teams, migration resources, and transformation leadership to confirm setup timing, priorities, and resolve questions related to grouping, presentation, or unusual reporting requirements
• Manage and prioritize a high volume of financial statement setups across multiple engagements
• Provide recommendations for changes to master templates to improve efficiency and consistency
• Support continuous improvement efforts by identifying recurring issues, efficiency opportunities, and training needs related to financial statement setup in Caseware
• Work closely with Caseware Support to troubleshoot issues, document resolutions, and ensure timely completion of financial statement setup
• Supervise and work with practice champions to promote best practices and assist in further knowledge sharing
• Demonstrate a strong willingness to learn, adopt, and effectively use new software as part of the firm’s transition to Caseware
• Support and execute financial statement conversion processes
• Identify audit risks and recommend improvements to financial controls and processes
• Prepare and review audit work papers and documentation
• Collaborate with internal teams and stakeholders to ensure timely completion of audit engagements
• Maintain high standards of quality and compliance throughout the audit process.

Requirements

• 5+ years of experience in End-to-End US Audits and Financial Statement Conversion
• CA/CPA Mandatory
• Experience with Financial Statement Conversion
• Strong understanding of financial statements and audit or accounting engagement workflows
• Ability to problem solve and develop practical resolutions, including both temporary and permanent solutions when applicable
• High attention to detail and commitment to consistency in financial statement presentation
• Strong organizational skills with the ability to manage multiple engagements, tasks, and deadlines simultaneously
• Ability to work effectively in a high-volume, deadline-driven environment, particularly during migration or busy season
• Strong communication skills to collaborate with engagement teams, migration stakeholders, and support resources
• Comfort with learning new systems and adapting to evolving processes and standards
• Ability to implement change management, in coordination with the manager of transformation and innovation as needed to enhance the process
• Good understanding of financial reporting and accounting standards
• Strong analytical and problem-solving skills
• Excellent communication and stakeholder management skills
• Ability to manage multiple priorities and meet deadlines.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements