Running client engagements from start to finish, including all aspects of financial statement preparation
Supervising, training, and mentoring staff and interns on audit process
Maintaining an outstanding relationship with clients to increase customer happiness
Working with your audit team to identify and resolve client issues discovered during the audit process
Researching and analyzing financial statements and audit issues using electronic databases
Engaging with key client management to collect information and make recommendations for improvements

2+ years of recent and relevant public accounting external audit experience
Experience in external audit working with Banking, Private Equity, Asset Management, Insurance, & Fintech clients
Organization, social, technical, and accounting and auditing skills
Experience with engagement management, reviews, and staff supervision
Ability to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently
Ability to perform research on technical matters prior to submitting for manager review
Meeting the education requirement for CPA certification in your aligned home office state
Having a CPA license in that state already is even better
Ability to work additional hours as needed and travel to various client sites.

Senior Associate, Audit – Financial Services

Key skills