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Financial Services Manager
2 months ago
Make a meaningful impact with our Assurance & Accounting team as a Manager. This dynamic team of professionals is dedicated to delivering exceptional results and exceeding clients' unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you'll provide comprehensive, tailored financial information that enables clients to make informed decisions with confidence.
Key Responsibilities
- Lead client-facing engagement teams to complete audits, compliance tax engagements, budgeting, internal controls, and financial/accounting transactions
- Deliver industry and technical expertise in audit and assurance through client interactions, reports, technical work, management presentations, and high-quality deliverables
- Manage a portfolio of clients while understanding their business, key risks, and ways to deliver added value; ensure clients' needs are met and that relationships and accounts grow and develop
- Accountable for engagement planning and scheduling as well as project financials (i.e., budgets, WIPS, timely billing, collection, variance recognition)
- Maintain quality control and apply specialized knowledge to anticipate, identify, and address issues relevant to the client's business, financial entries, and reports
- Network in the local business community, consider business development opportunities, and contribute to the preparation and delivery of competitive proposals to meet client needs
- Mentor, motivate, and coach team members towards professional and personal development by setting clear expectations, providing feedback, and conducting performance reviews
- Maintain flexibility to travel, as necessary
Requirements
- CPA designation
- 4 to 6 years of relevant public accounting experience
- Strong understanding of business, accounting, management, and practice development principles
- Proven people management, relationship building, and leadership skills