Audit Manager - NorCal Asset Management Broker Dealer practice
Core
Audit Manager providing assurance and consulting services to middle-market clients in the Asset Management Broker Dealer space.
Role type
Senior IC audit manager (Asset Management Broker Dealer)
Builds
Financial statements and audit reports for middle-market clients
Domain
Accounting / Asset Management / Broker Dealer
Required skills
Auditing, Internal controls assessment, Financial statement analysis, Client relationship management, Team supervision, Project management
Preferred skills
Asset management industry experience, Broker dealer audit experience, Supervisory experience
Technologies
Microsoft Suite
Responsibilities
Proactively engage with clients to understand business goals, Implement testing to assess internal control deficiencies, Manage fieldwork to ensure quality and timely delivery, Provide financial statement guidance and business recommendations, Assist with managing engagement staffing and billings, Support the growth and development of team members
Seniority
Senior, hands-on IC with mentorship duties
