Assurance Manager - NorCal Asset Management Broker Dealer practice
Core
Provide industry-focused audit and assurance services to middle-market clients in the Asset Management Broker Dealer space.
Role type
Senior IC assurance manager (audit)
Builds
Financial statements and audit reports for middle-market clients
Domain
Accounting / Asset Management / Broker Dealer
Required skills
Audit planning and execution, internal controls testing, financial statement analysis, client engagement management, team leadership and mentoring, business advisory
Preferred skills
Industry expertise in Asset Management, entrepreneurial networking skills
Technologies
Audit software, financial modeling tools
Responsibilities
Proactively engage with clients to understand business goals and challenges, implement testing to assess internal control deficiencies, manage fieldwork for quality and timely delivery, provide financial statement guidance and business recommendations, assist with engagement staffing and profitability targets, mentor and coach staff
Seniority
Senior, hands-on IC with leadership responsibilities
