Sr. Audit Manager- Treasury/Finance
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools.
What you will do
Assists with the development of audit budget estimates for respective area of focus.
Assists with the development of the annual risk assessment and audit plan
Leads and performs continuous monitoring activities periodically for the area assigned
Maintains ongoing relationships with management of auditable units
Tracks and manages audit resources to meet the audit budget and audit plan mandates.
Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Completes all required training.
Acts as a role model/mentor to lower level Auditors
Enhances and maintains morale of the audit staff
Performs on-the-job training of lower level auditors
Evaluates and provides performance feedback to lower level auditors
Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance
Participates in interviews and evaluations of new applicants.
Keeps informed of new services, products and events that have a significant business and technology affect.
Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned.
Must-Have
Bachelor's Degree or equivalent
Minimum of 7 years of audit experience
CPA - Certified Public Accountant CPA, CIA, CISA, or CFA
Skills and Knowledge
Must possess strong managerial, organizational, and verbal and written communication skills.
6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution
Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations
Experienced in managing and mentoring staff
Excellent writing and communication skills
Strong project management skills
Compensation
Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks .
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit .
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Sr. Audit Manager- Treasury/Finance
Jersey City, NJ jobs
WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools.
What you will do
Assists with the development of audit budget estimates for respective area of focus.
Assists with the development of the annual risk assessment and audit plan
Leads and performs continuous monitoring activities periodically for the area assigned
Maintains ongoing relationships with management of auditable units
Tracks and manages audit resources to meet the audit budget and audit plan mandates.
Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Completes all required training.
Acts as a role model/mentor to lower level Auditors
Enhances and maintains morale of the audit staff
Performs on-the-job training of lower level auditors
Evaluates and provides performance feedback to lower level auditors
Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance
Participates in interviews and evaluations of new applicants.
Keeps informed of new services, products and events that have a significant business and technology affect.
Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned.
Must-Have
Bachelor's Degree or equivalent
Minimum of 7 years of audit experience
CPA - Certified Public Accountant CPA, CIA, CISA, or CFA
Skills and Knowledge
Must possess strong managerial, organizational, and verbal and written communication skills.
6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution
Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations
Experienced in managing and mentoring staff
Excellent writing and communication skills
Strong project management skills
Compensation
Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks .
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit .
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Audit Supervisor (Hybrid Work Options Available)
Fairfax, VA jobs
Job DescriptionSalary:
Looking for a fantastic career opportunity and excellent work/life balance with a growing mid-size CPA firm in the metro DC area? Thompson Greenspon is seeking an exceptional, experienced Audit Supervisorto join the Firm.
An audit supervisor leads or is the senior field personnel for audits, reviews, and compilations for clients in various industries, including not-for-profit, construction, real estate, government contracting as well as employee benefit plan audits.
Responsibilities include, but are not limited to:
Planning, directing and reviewing all phases of engagements
Having the ability to work for multiple clients simultaneously
Ensuring delivery of quality client service and maintains profitable client relationships
Developing, supervising and mentoring team members
Conducting research and performing other related tasks
Developing relationships with engagement-related client personnel who are responsible for accounting matters
Maintaining contact with client personnel responsible for the engagement matters throughout the year
Possessing a deep knowledge of the client and the clients business
Directly interacting with executive level client personnel and owners
Identifying planning and consulting opportunities
Being able to tackle more complex accounting and/ or tax issues
Being cognizant of time budgets, but does not allow time budgets to sacrifice the quality of the audit procedures
Qualified candidates will have several years of CPA firm experience and will:
Possess a broad knowledge of GAAP and GAAS and a general tax knowledge
Have an understanding of a broad range of accounting issues including those involving professional judgment such as: priority for income taxes, revenue recognition, subsequent events, contingencies and industry specific procedures
Be knowledgeable of business trends
Have the ability to review and provide feedback on work in a professional manner
Possess the skill to establish a rapport and good communication with clientele
Be able to gather, organize and summarize information efficiently and effectively
Have the capacity to adhere to budgets and time deadlines
Be proficient in MS Word, Excel, PowerPoint and the Internet
Motivate, develop and direct people as they work
Demonstrate excellent verbal and written communication skills
Apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Demonstrate strong organizational skills and attention to detail
Have the ability to train, orient and mentor staff
CPA license preferred
Active PTIN required, or ability to obtain one before start date
Why Thompson Greenspon?
Thompson Greenspon has been recognized as a
Top Workplace
by The Washington Post for several years- and were proud of the fact that our success is rooted in our commitment to a positive, healthy work environment.
We offer:
A strong focus on work/life balance, including competitive salaries, a generous benefits package, Fridays off during the summer, free parking, and gym access
A collaborative, close-knit team environment where youll be exposed to diverse client accounts and the full spectrum of public accounting
Ongoing career development, including training, seminars, continuing education programs, and a mentoring initiative to support your growth
Opportunities for advancement Thompson Greenspon values organic growth and believes in promoting from within
Access to cutting-edge technology and resources typically found in larger firms, all within a personal, supportive setting
About us
:
Since 1956, Thompson Greenspon has provided audit, tax, accounting, financial reporting, consulting and advisory services to a broad spectrum of clients. We are located in Fairfax, Virginia and serve clients throughout the nation. We are among the 20 largest firms practicing in Virginia with the resources and expertise to meet all professional accounting needs. We are the exclusive Northern Virginia member of CPAmerica International, one of the largest associations of CPA firms in the United States. Visit***************** more information.
Audit Supervisor
Denver, CO jobs
As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates.
Responsibilities
Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget.
Build and maintain client relationships and manage all aspects of the client engagement process.
Supervise, train, and mentor associates and interns on the audit process.
Identify and resolve client issues discovered during the audit process.
Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients.
Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters.
Assist partners and managers on proposals and business development calls.
Continue professional development and training sessions on a regular basis.
Requirements
BS/BA in Accounting.
Minimum of 4 or more years of progressive audit experience with a public accounting firm.
Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements.
A passionate learner who welcomes opportunities to be stretched.
An entrepreneurial point of view in the Auditor role.
An energized professional seeking greater responsibility and more autonomy with clients.
Excellent project management, organizational and analytical skills.
Strong leadership and mentoring skills.
Dedication to providing superior client service.
Excellent verbal and written communication skills.
Proficiency in MS Office, specifically Word and Excel.
The collaborative drive to contribute to a dynamic team environment as a true team player.
Preferred Requirements
Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans
Experience in personal and entity income taxation preferred but not required
CPA certification is in-hand or eligible to sit for the exam.
About Us
Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ********************
Benefits
Competitive annual salary range of $105,000-$145,000
Annual discretionary bonus eligibility
35-hour workweek during non-busy season
To learn more about our firm and benefit offerings, please visit our careers page.
Remote Work Internet Policy
Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
Auto-ApplySupervisor, Risk Consulting - Internal Audit and SOX
Chicago, IL jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Position
As a supervisor in RSM's growing Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In the Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure.
Key Responsibilities
Contributions to Firm Culture
Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
Lead teams in identifying out of the box solutions to complex issues. Encourage innovative thinking from seniors and associates
Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions
Client Experience
Learn about the industry that we serve and leverage your understanding to become your clients' trusted advisor
Identify current and relevant industry thought leadership and incorporate this into client service
Independently implement and coach others on foundational industry policies, procedures, and work-programs
Own process level client relationships and collaboration with external stakeholders
Lead risk assessment management interviews and internal audit plan development
Draft test plans or work programs for review by senior members of the team
Create/review narratives or flowcharts for a process
Identify and review all risks and controls for a process as needed
Perform review of staff work for accuracy, completeness, and well-reasoned conclusions
Manage budgets and provide accurate analysis of estimates to complete to engagement leader
Prepare deliverable drafts
Have the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives
Participate in relevant industry associations and events to develop and/or maintain industry focus and relationships
Talent Experience
Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment
Proactively seek out opportunities to learn from or teach team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and demonstrate leadership capability
Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received.
Provide assistance, guidance, mentoring and feedback to staff assigned to work with you
Support recruiting efforts by understanding and promoting the RSM brand and developing the ability to accurately assess talent
Business Development
Actively participate in relevant industry associations and events
Demonstrate industry understanding and provide thought leadership to clients and prospects
Build an internal network and actively demonstrate familiarity with other services provided by the firm
Contribute to new pursuits by teaming and developing proposals and other materials
Identify new client opportunities or surface ideas for introducing others to existing client relationships
Position Required Qualifications
Bachelor's or Master's Degree in business, accounting or related discipline.
Minimum of 4 years of experience in audit, internal audit or related internal control positions
Preferred Qualifications
Proficiency in professional writing, spreadsheet, and presentation creation tools
Job relevant certification (e.g. CPA, CIA) preferred
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $88,900 - $168,300
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyAudit Supervisor
Chicago, IL jobs
As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates.
Responsibilities
Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget.
Build and maintain client relationships and manage all aspects of the client engagement process.
Supervise, train, and mentor associates and interns on the audit process.
Identify and resolve client issues discovered during the audit process.
Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients.
Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters.
Assist partners and managers on proposals and business development calls.
Continue professional development and training sessions on a regular basis.
Requirements
BS/BA in Accounting.
Minimum of 4 or more years of progressive audit experience with a public accounting firm.
Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements.
A passionate learner who welcomes opportunities to be stretched.
An entrepreneurial point of view in the Auditor role.
An energized professional seeking greater responsibility and more autonomy with clients.
Excellent project management, organizational and analytical skills.
Strong leadership and mentoring skills.
Dedication to providing superior client service.
Excellent verbal and written communication skills.
Proficiency in MS Office, specifically Word and Excel.
The collaborative drive to contribute to a dynamic team environment as a true team player.
Preferred Requirements
Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans
Experience in personal and entity income taxation preferred but not required
CPA certification is in-hand or eligible to sit for the exam.
About Us
Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ********************
Benefits
Competitive salary with the range of $110,000 to $130,000, with annual merit increases
Annual discretionary bonus eligibility
35-hour workweek during non-busy season
To learn more about our firm and benefit offerings, please visit our careers page.
Remote Work Internet Policy
Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
Auto-ApplyAudit Supervisor
Eden Prairie, MN jobs
We are actively seeking a skilled and client-driven individual to become a valuable addition to our Audit Team.
With offices in Minnesota (Eden Prairie, Minneapolis, and Mankato) and a remote workforce spanning 20+ different states, Boulay offers a diverse work environment that empowers you to work where and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your milestones.
We want to help you build a career fit for your life.
If you are seeking a unique opportunity to continue advancing professionally, bring a fresh perspective, and achieve a balance between personal and professional ambitions, Boulay may be the right fit for you.
The Audit Supervisor is responsible for assisting our internal team with the attestation of our clients and financial reporting for our clients. This includes examination of the financial record keeping and reporting processes and possible tax assignments. This position also allows for acquisition of knowledge about the broader scope of the business, the Firm, builds client relationships and maintains smooth working relationships. This includes managing multiple projects and client relationships simultaneously.
Essential Functions and Responsibilities: To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.
Client-Facing and Technical Work:
Review and possibly oversee all phases of compilations, reviews, and audits of financial statements
Perform more complex attestation services, including, but not limited to: accrued liabilities, investments, and inventory
Assist the client with complex accounting transactions and manage internal teams for successful completion
Review the workpapers for completeness and accuracy
Delegate and oversee the initial preparation and set-up of client files and engagement letters
Develop a work plan and timeline for the engagement and delegate work accordingly
Review sample sizes and transactions to be tested Work effectively within given budgetary parameters
Prepare and review client financial statements and related documents
Research and prepare memos on technical issues
Requirements
Bachelor's Degree in Accounting, Finance, or related field with 150 credit hours
4+ years of progressively challenging Public Accounting experience (Depending on position)
Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
Strong working knowledge of all areas of the general ledger
Strong knowledge of financial statement procedures and the ability to distinguish between material and immaterial items
Strong knowledge of generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards
The annual salary range for this position is: $72,000 - $130,000. (Range for Senior & Supervisor) This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Mercedes at ************************.
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.
The annual salary range for this position is: $87,000 - $130,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Mercedes at ************************.
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.
Benefits
401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home
Auto-ApplyHospital Bill Audit Supervisor
Fort Worth, TX jobs
The hospital bill audit nurse supervisor will maintain a positive team building approach with emphasis on overseeing the day to day functions of hospital bill audit nurses, reporting, leadership and professional communication with all CERiS departments.
This is a remote position.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
Utilize nursing education, experience and industry best practices to lead a team of registered nurses to plan, execute and deliver timely and accurate hospital bill audits
Ensure accuracy of audits through acquired knowledge of client policies, provider contract information, and other standard guidelines
Assist in the development and support of auditors to meet and exceed productivity requirements based on CERiS productivity standards
Act as a point of contact to answer and resolve auditor issues with the goal of providing excellent customer service and relationship management
Perform audits as necessary
Keep manager informed of any issues that arise with audits or staff and escalate issues that cannot be resolved
Research and respond to staff questions and concerns in a timely, professional manner
Prepare and distribute reporting materials and team training presentations as directed by the manager
Responsible for team training protocols as directed by the manager
Knowledge of and understanding of all departmental policies and procedures as they relate to hospital bill audit
Maintain teams with minimum assistance from manager
Excellent interpersonal skills to maintain positive team culture and communicate with all CERiS clients both internal and external
May be required to travel overnight and attend meetings or training of various for Hospital Bill Audit review. Must be willing to travel to provider facilities for onsite audits as needed
Additional duties/responsibilities as assigned by manager and as needed to meet business needs
KNOWLEDGE & SKILLS:
Knowledge and understanding of acute hospital billing requirements including UB-04's, itemized bills, revenue codes, CPT/HCPCS codes, ICD10 diagnosis and procedure codes
Knowledge and understanding of CMS, payor, and other industry guidelines required
Ability to write and speak clearly, easily communicating complex ideas across multiple platforms
Ability to think critically and work independently to meet deadlines and complete priorities
Ability to remain poised in stressful situations and communicate diplomatically via telephone, computer, fax, correspondence, etc.
Computer proficiency and technical aptitude with the ability to utilize MS Office including Excel spreadsheets
Exceptional organizational skills
EDUCATION & EXPERIENCE:
Associate Degree in Nursing or higher required. BSN preferred
Must maintain current licensure as a Registered Nurse in the state of employment
Experience in hospital bill audit required
Minimum of 5 years' experience in the OR, ICU, or ER as an RN highly preferred
PAY RANGE:
CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time.
For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process.
Pay Range: $76,207 - $117,662
A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management
In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first.
ABOUT CERiS:
CERiS, a division of CorVel Corporation, a certified Great Place to Work Company, offers incremental value, experience, and a sincere dedication to our valued partners. Through our clinical expertise and cost containment solutions, we are committed to accuracy and transparency in healthcare payments. We are a stable and growing company with a strong, supportive culture along with plenty of career advancement opportunities. We embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!).
A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.
CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
#LI-Remote
Provider Audit and Reimbursement - Lead Auditor (CMS)
Jacksonville, FL jobs
PROVIDER AUDIT AND REIMBURSEMENT LEAD AUDITOR (CMS) - REMOTE ARC Group has an immediate opportunity for a Provider Audit and Reimbursement Lead Auditor (CMS)! This position is 100% remote working eastern time zone business hours. This is a direct hire FTE position and a fantastic opportunity to join a well-respected organization offering tremendous career growth potential.
100% REMOTE!
Candidates must currently have PERMANENT US work authorization.
Job Description:
The Provider Audit and Reimbursement Lead utilizes advanced knowledge of Medicare laws, regulations, instructions from the Centers for Medicare and Medicaid Services (CMS), and provider policies to perform desk reviews and audits of the annual Medicare cost reports, as well as interim rate review/reimbursement, and/or settlement acceptance/finalization for all provider types, including complex and organ transplant hospitals, as both a preparer and reviewer of work product based on established performance goals. The position will mentor and train Auditors and In-Charge Auditors and oversee daily workload of unit team.
ESSENTIAL DUTIES & RESPONSIBILITIES
Lead Accountabilities (60%):
Coordinates with management by overseeing the unit's daily workload. Routinely uses independent judgment and discretion to make decisions for self and less experienced auditors with regard to additional time and procedures; identifies and raises errors to the attention of supervisor and/or provider and identifies and communicates actions to correct same. Prioritizes auditor work and ensures that audit work is completed on time. Recognizes data needs for self and other auditors; develops plan of work for less experienced auditors (10%)
Analyzes working papers and cost reports for errors. (10%)
Reviews workpapers of auditors for correctness, control and adherence to Generally Accepted Accounting Practices (GAAP), Generally Accepted Accounting Standards (GAAS) and Government Auditing Standards (GAS) as required. Examines and reviews workpapers upon completion of the audit to ensure compliance with CMS Uniform Desk Review (UDR), policy, or technical direction and reflects proper reference, clear and concise conclusion of the major audit categories and assembly of working papers into logical sequence. (10%)
Reviews, evaluates and approves the disbursement of tentative cost settlements in compliance with Federal and State Government regulations for each class/type of provider within area of responsibility. (5%)
Develops technical competence and constructive work attitudes in self and less experienced auditors; strives to build an effective team and to develop the growth needs of individual members of his/her team. (10%)
Coordinates the assignments and subsequent development of auditors based on their training needs; explains work to be performed and principle or objective of procedure; provides accurate and constructive coaching, mentoring, and training of team members. Identifies training needs within the team and/or department. (5%)
Manages, implements and coordinates an internal quality control program in conjunction with the Internal Quality Control (IQC) department and provides reasonable assurance that the Provider Audit and Reimbursement Department has established, as well as is following, adequate policies, procedures, and is following applicable auditing standards. (5%)
Facilitates the development of Quality Management System (QMS) policies and procedures. (5%)
Auditor Accountabilities (40%)
Performs audit functions including those which are non-routine; keeps track of instructions for many projects simultaneously. Presents and defends adjustments and workpapers to provider with minimal consultation from manager. (10%)
Coordinates large audits and/ or diverse audits independently while seeking help on truly unusual or major items. (10%)
Uses professional communication techniques in own and auditor's work and in conclusions drawn from the work. (5%)
Establishes and maintains constructive provider relations by demonstrating a professional approach, expressing positive corporate image. Advises providers on Medicare policy questions and directs other questions to responsible departments or personnel. (5%)
Conducts entrance and exit conferences and meetings away from office as needed. (5%)
Perform other duties as the manager may deem necessary (5%)
REQUIRED QUALIFICATIONS
Bachelors' degree or a combination of education and experience in disciplines such as auditing, accounting, analytics, finance or similar experience in lieu of a degree
In addition to having a thorough understanding of the Medicare cost report, including the step-down method, the candidate must possess the required work experience to independently perform the duties of the position.
To demonstrate the necessary experience, the candidate must have performed the following tasks at a sufficiently successful level to show understanding of the work, judgment, and the ability to perform these tasks independent of supervision, which is generally gained through 2.5 to 3 years of Medicare cost report auditing experience:
A Uniform Desk Review (UDR) and an audit for a large or complex hospital, as the in-charge auditor
A review of Medicare Bad Debts, inclusive of all relevant sample selection and testing according to CMS standards
A review of DSH, inclusive of all relevant sample selection and testing according to CMS standards
A review of IME/GME, inclusive of reviewing rotation schedules, bed count and all relevant testing according to CMS standards
A review and appropriate approval of an audit's scope
A supervisory review and approval of all work papers* Sample testing, transferring of testing to the audit adjustment report, and explaining the adjustments to a provider with the achievement of understanding by the provider* Assistance to audit management in the assignment and monitoring of workload, as well as leading junior team members
Additionally:
The auditor must display leadership skills by being integrally involved in junior auditor formal training or assisting on special projects, or have been a Subject Matter Expert (SME)* The auditor must be able to prepare workpapers according to CMS standards
The auditor must have a good working knowledge of all applicable software applications
The auditor must be able to serve as an effective mentor for less experienced staff
The auditor must demonstrate engagement, commitment to departmental success, and professionalism by completing their work within prescribed deadlines, taking ownership of their work and setting an example for more junior auditors and staff by consistently and reliably working the time necessary to properly complete their duties, timely attending meetings, providing adequate notice to management and co-workers when unexpected issues arise, and ensuring work is properly covered in the auditor's absence.
Demonstrated oral and written communications skills
Demonstrated ability to exercise independent judgement and discretion Demonstrated attention to detail
PREFERRED QUALIFICATIONS
3 to 4 years of Medicare cost report auditing experience
Demonstrated work experience to independently perform:
A review of Nursing & Allied Health Education (NAHE), inclusive of calculating the additional add-on payment and all relevant testing
A review of Organ Acquisition costs, inclusive of all relevant testing
Requirements
This opportunity is open to remote work in the following approved states: AL, AR, FL, GA, ID, IN, IO, KS, KY, LA, MS, NE, NC, ND, OH, PA, SC, TN, TX, UT, WV, WI, WY. Specific counties and cities within these states may require further approval. In FL and PA in-office and hybrid work may also be available.
Would you like to know more about our new opportunity? For immediate consideration, please send your resume directly to John Burke ******************** or apply online while viewing all of our open positions at *******************
ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed.
At ARC Group, we are committed to providing equal employment opportunities and fostering an inclusive work environment. We encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender identity, sexual orientation, age, disability, or any other protected status. If you require accommodations during the recruitment process, please let us know.
Position is offered with no fee to candidate.
Easy ApplyInternal Auditor - IT Applications
New York jobs
Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.
Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are ‘Investors for a new now'. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.
This is your chance to invest in your future.
The “Internal Auditor IT Applications” is responsible for auditing DWS's technology and security controls. You will be involved in the planning, preparation, coordination and execution of audits to evaluate the adequacy and effectiveness of internal controls related to IT Applications (SaaS, On-Premises, Cloud) including Cyber and Information Security aspects. You will undertake audit assignments, draft and consolidate audit reports as well as tracking and closing audit findings. You will work as part of a global team.
Your Key Responsibilities:
You will support the Head of Internal Audit IT in managing a portfolio of audits and will actively contribute to risk assessment and business monitoring.
Conduct as lead auditor / auditor the local and global IT audits, this includes writing the findings and drafting the audit report.
Drafts high quality audit reports for review by audit management, facilitates finding tracking and validates actions taken to remediate previous audit findings.
Executes audit fieldwork in line with internal methodology e.g. documenting process flows, identification of key risks, testing of key controls to determine whether they are properly designed and are operating effectively and documenting work in accordance with standards.
Partners with other divisional/teams during audit engagement to guarantee an integrated approach.
Acts as a competent partner and challenger to clients in the closure process of findings.
Communicates openly with management and the internal stakeholders; keeps them informed of potential findings and escalate problems/delays accordingly.
Your Skills & Experience:
University degree in computer science, mathematics, engineering or a related scientific degree. Certifications as CISA, CCSP, CISSP or equivalent qualification in the areas of information security, project management or process-/quality management would be an advantage.
Experience in IT Audit, IT risk management or information security preferably, in the financial industry.
A fundamental understanding of the following Audit disciplines: audit concepts (e.g. pre-/post implementation audits), controls in outsourced environments (e.g. for managed services), and auditing project management.
Demonstrable experience in one or more of the following disciplines: IT Application Manager, IT infrastructure, IT production such as system administrator, database administrator, or software development for applications.
Confident appearance and strong verbal and written communication skills and the ability to communicate effectively in conflicts and at all management levels.
Self-driven, eager to learn, well organized team player with strong analytical skills, and willing to travel on an occasional basis.
What we'll offer you:
At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone.
The salary range for this position in New York, NY is $101,000 to $145,000 . Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
DWS' Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.
If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.
Privacy Statement
The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS' Privacy Notice.
We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
Auto-ApplyAprio PH - Audit Associate, EBP
Clark, NJ jobs
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join our Aprio PH Audit team and you will help clients maximize their opportunities. Aprio has a career opportunity for an Audit Associate to join their dynamic team. The candidate for this position must live in the Philippines.
For private and closely held companies, precise financial statements provide the accurate information needed to effectively manage successful business relationships. Taking this simple step minimizes risk and provides peace of mind to key lenders and stakeholders. Our assurance advisors offer specialized and personalized audit expertise that gives you and your stakeholders the confidence and financial insight needed to make sound business decisions. As a registered member of the Public Company Accounting Oversight Board (PCAOB), we adhere to the highest professional standards and provide a full range of assurance services. We focus on building trusted relationships, clear communication and efficiency throughout the audit process, making the audit experience effortless so you can focus on what's next.
Position Responsibilities:
* Accurately and skillfully performing audits
* Preparing audit work papers and adjusting trial balances
* Utilizing time management to plan and schedule client engagements
* Assembling trial balances and compiling financial statements into a written report to be presented
* Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers
* Continuously fostering relationships with coworkers and clients
Qualifications:
* Work Setup: Hybrid - Initial 2 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week. Work location is either at our Clark or Makati site.
* 4 year bachelor's degree in Accounting
* Licensed CPA preferred
* At least 1-2 years of experience working for a public accounting firm
* Profound knowledge of auditing and accounting literature US GAAP & GAAS
Developed specialties in various industries Understanding and applying Excel skills Successfully using Case ware or other audit software Demonstrating exceptional verbal and written communication skills Working effectively and personably within a team
Perks/Benefits we offer for full-time team members:
* Wellness program
* HMO coverage
* Rewards and Recognition program
* Free shuttle service (provided by CDC | for onsite employees)
* Free lunch meal (For onsite employees)
* On-demand learning classes
* Discretionary time off and Holidays
* Performance-based salary increase
* Discretionary incentive compensation based on client or individual performance
* Hybrid set up to selected roles/location, terms and conditions may apply
* CPA & Certification Assistance and Bonus Program
What's in it for you:
* Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
* A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
* Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
* Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio PH - Audit Associate, Diversified
Clark, NJ jobs
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio PH Audit team and you will help support clients maximize their opportunities. Aprio has a career opportunity for an Audit Associate to join their dynamic group.
Position Responsibilities:
* Skillfully and accurately performing audits, reviews, and compilations.
* Preparing audit work papers and adjusting trial balances
* Compiling financial statements into a written report to be presented
* Creating and strengthening relationships with coworkers and clients
* Reviewing procedures as assigned by supervisors.
Qualifications:
* Bachelor's degree in accounting or a related field (CPA track is a plus).
* 1-2 years of experience in an auditing role.
* Manufacturing, distribution, construction, and technology industry experience is preferred, but open to candidates with relevant experience from other industries.
* Solid understanding of auditing and accounting standards (US GAAP and GAAS); open to candidates with local PH audit experience, with training provided as needed.
* Familiarity with accounting/auditing software and programs e.g., CaseWare, Suralink, IDEA.
* Intermediate proficiency in Microsoft Excel.
* Excellent verbal and written communication skills.
* Strong interpersonal skills; able to work effectively and professionally with clients and team members.
* Demonstrated team collaboration and leadership abilities.
* Highly detail-oriented, organized, and capable of managing multiple priorities.
* Proven ability to meet deadlines in a fast-paced environment.
* Strong analytical, mathematical, and problem-solving skills.
* Amenable to work day shift starting from 6:30 AM-:3:30 AM PHT
* Shifting Schedule (depending on business/client needs)
* Work Setup: Hybrid - Initial 2 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week.
* Work location is either at our Clark or Makati site.
Perks/Benefits we offer for full-time team members:
* Wellness program
* HMO coverage
* Rewards and Recognition program
* Free shuttle service (provided by CDC | for onsite employees)
* Free lunch meal (For onsite employees)
* On-demand learning classes
* Discretionary time off and Holidays
* Performance-based salary increase
* Discretionary incentive compensation based on client or individual performance
* Hybrid set up to selected roles/location, terms and conditions may apply
* CPA & Certification Assistance and Bonus Program
What's in it for you:
* Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
* A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
* Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
* Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio PH - Audit Associate, Real Estate (Affordable Housing)
Clark, NJ jobs
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio PH Audit team and you will help support clients maximize their opportunities. Aprio has a career opportunity for an Audit Associate to join their dynamic group.
Position Responsibilities:
* Skillfully and accurately performing audits
* Preparing audit work papers and adjusting trial balances
* Compiling financial statements into a written report to be presented
* Creating and strengthening relationships with coworkers and clients
* Reviewing procedures as assigned by supervisors.
Qualifications:
* Bachelor's degree in accounting or a related field (CPA track is a plus).
* 1-2 years of experience in an auditing role.
* Real estate, Affordable Housing industry experience preferred.
* Solid understanding of auditing and accounting standards (US GAAP and GAAS); open to candidates with local PH audit experience, with training provided as needed.
* Intermediate proficiency in Microsoft Excel.
* Excellent verbal and written communication skills.
* Strong interpersonal skills; able to work effectively and professionally with clients and team members.
* Demonstrated team collaboration and leadership abilities.
* Highly detail-oriented, organized, and capable of managing multiple priorities.
* Proven ability to meet deadlines in a fast-paced environment.
* Strong analytical, mathematical, and problem-solving skills.
* Familiarity with accounting and auditing software, such as CaseWare.
* Amenable to work day shift starting from 6:30 AM-:3:30 PM PHT
* Shifting Schedule (depending on business/client needs)
* Work Setup: Hybrid - Initial 3 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week. Work location is either at our Clark or Makati site.
Perks/Benefits we offer for full-time team members:
* Wellness program
* HMO coverage
* Rewards and Recognition program
* Free shuttle service (provided by CDC | for onsite employees)
* Free lunch meal (For onsite employees)
* On-demand learning classes
* Discretionary time off and Holidays
* Performance-based salary increase
* Discretionary incentive compensation based on client or individual performance
* Hybrid set up to selected roles/location, terms and conditions may apply
* CPA & Certification Assistance and Bonus Program
What's in it for you:
* Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
* A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
* Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
* Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Staff Auditor II- WFH
Remote
Are you ready to take your career to the next level? LoanCare, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as a Staff Auditor II. The ideal candidate will enjoy working with clients, both internal and external, be detail oriented, and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big.
Responsibilities
Develop and execute risk-based audit procedures to evaluate the design and effectiveness of business processes and related technologies
Prepare clear and complete reports of audit findings for presentation to management
Perform effective risk and control assessments and analyses
Execute audit procedures, perform detail analysis, and document results of assigned audit activities
Create work products (e.g., audit analyses, correspondence, memoranda, etc.) that document engagement procedures performed, findings, and results
Identify, research, and document issues and provide insight on recommendations to management
Ensure audit work papers are adequately documented and audit evidence is sufficient to determine that controls are in place
Participate in and lead audit meetings to review/discuss audit findings and present recommended procedure and process changes
Research and remain updated on compliance, state/federal regulations, new audit regulations/trends, and audit methodology
Understand and apply internal audit methodologies
All other duties as assigned
Qualifications
Bachelor's Degree in Accounting, Finance, or related field required
2-4 years of corporate accounting experience (internal audit preferred)
CPA, CIA, CISA, or CFE Candidate (Certification preferred)
Excellent knowledge and understanding of GAAP
Excellent knowledge of Microsoft Office applications (e.g., Word, Excel)
Excellent analytical, problem-solving, research, interpretive, and decision-making skills
Excellent verbal and written communication skills
Familiarity with audit testing
Familiarity with IT security and control frameworks preferred
Ability to successfully manage multiple priorities while maintaining a high level of accuracy
Ability to work independently under minimal supervision while effectively meeting deadlines
Self-motivated with a strong work ethic; ability to quickly learn new systems
Ability to engage with all levels of management while projecting a professional image
Total Rewards
LoanCare's Total Rewards Package offers a comprehensive blend of health and welfare, financial, lifestyle and learning benefits to support employee well-being and engagement. Highlights include:
Health & Welfare Coverage: Optional medical, dental, vision, life, and disability insurance
Time Off: Paid holidays, vacation, and sick leave
Retirement & Investment: Matching 401(k) plan and employee stock purchase plan
Wellness Programs: Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being
Employee Recognition: Programs that celebrate achievements and milestones
Lifestyle & Learning Perks: Enjoy discounts on gym memberships, pet insurance, and employee purchasing programs, plus access to a tuition reimbursement program that supports your continued education and professional growth.
Compensation Range: $58,700 - $98,600 annually. Actual compensation may vary within the range provided, depending on a number of factors, including qualifications, skills and experience.
Build Your Future with LoanCare
At LoanCare, we don't just service mortgage loans-we serve people. As a leading full-service mortgage loan subservicer, we deliver excellence to banks, credit unions, independent mortgage companies, investors, and the homeowners they support. Backed by the strength and stability of Fidelity National Financial (NYSE: FNF), a Fortune 500 company, we offer a career foundation built on integrity, innovation, and collaboration.
Here, you'll find:
A culture that helps you thrive, with resources and support to fuel your growth
Flexibility to work remotely, while staying connected through virtual engagement
Opportunities to make a real impact in an industry that touches millions of lives
If you're ready to grow your career in a place that values your contributions and empowers your success, we invite you to join our team.
About Remote Employment
We provide the necessary equipment; all you need is a quiet, private place in your home and a high-speed internet connection with a minimum network download speed of 25 megabits per second (MBPS) and a minimum network upload speed of 10 MBPS.
Work Conditions
Able to attend work and be productive during normal business hours and to work early, late or weekend hours as needed for successful job performance. Overtime required as necessary.
Physical Demands
Sitting up to 90% of the time
Walking and standing up to 10% of the time
Occasional lifting, stooping, kneeling, crouching, and reaching
Equal Employment Opportunity
LoanCare, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.
#LI-KM1
Auto-ApplyAudit Associate - Condominiums and Cooperatives (Hybrid)
East Brunswick, NJ jobs
Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.
WilkinGuttenplan is seeking an Audit Associate, either entry level or with relevant experience, to join our team. We are looking for recent college graduates or professionals with a background in condominium and cooperative accounting who bring strong organizational skills, sharp attention to detail, and the ability to work independently as well as collaboratively. In this role, you will gain hands-on experience, receive direct coaching from our skilled Audit team, and have the opportunity to grow your career while contributing to the exceptional client service that defines our firm.
Responsibilities
Conduct audits and provide other services to clients in the condominium/cooperative industry.
Create workpapers, reports, and supporting documentation for the audit process.
Prepare financial statements and footnotes.
Handle both large and small engagements simultaneously.
Maintain and improve client relationships through exceptional customer service.
Excel in a dynamic work environment, serving multiple clients within the NY/NJ condominium/cooperative industry.
Collaborate in a team environment and also work independently.
Requirements
Bachelor's Degree in Accounting.
1-3 years of recent and relevant accounting/audit experience for a public accounting firm, or 1-3 years in private accounting with general accounting and financial reporting experience.
Experience with journal entries, navigating through general ledgers, and an understanding of financial statements.
Proficient in Excel and Word (Microsoft 365 suite), comfortable with navigating and learning new technologies; knowledge of accounting systems (ProSystems, CCH) a plus.
Strong communication and interpersonal skills.
Organized with an ability to multi-task and can manage time appropriately.
Exposure servicing closely-held businesses, real estate entities including commercial properties; condominiums cooperatives experience a plus.
Benefits
Why us?
We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
We offer a competitive salary and benefits package, including Unlimited Work Options, Unlimited PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website.
Our collaborative work environment is strongly committed to your professional growth and success.
We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm.
We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault's Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more!
The estimated salary range for this positions is $69,000 to $84,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you'll be recognized and rewarded based on your performance.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.
We believe in equal opportunity:
Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.
Auto-ApplyExperienced Audit Associate
Glendale, CA jobs
Open for Qualified Candidates
Type: Full-Time
Industry: Accounting and Financial Services
Welcome to JLK Rosenberger: Where Careers Skyrocket!
Are you eager to dive into the professional world? Are you aspiring to leave a mark? Join us at JLK Rosenberger, a dynamic growing CPA firm, and watch your career take off!
Why JLK Rosenberger?
Fast-Track Your Career: Imagine becoming a partner in your 30s. At our fast-growing firm, rapid advancement isn't just a catchphrase-it's a reality.
Dynamic Culture: Work with close-knit colleagues who are as fun as they are professional. Get your work done and have fun while you're at it.
Get the Full Experience: From day one, you'll be immersed in every aspect of auditing, not just a tiny slice. Gain invaluable experience, learn faster, and accelerate your growth.
Unparalleled Training: Benefit from our hands-on training programs designed to make you a well-rounded professional.
Flexible Work Environment: Choose how you work best with our flexible remote work schedules. Occasional field work is required over the course of the year, but most client sites are local and reachable via car.
What We're Looking For
We are currently seeking a skilled audit associate with public accounting experience to join our Assurance line of business. We're interested in people who are naturally curious and have a passion for learning and problem-solving. This individual will need to be professional, detail-oriented and proactive with a genuine interest in auditing.
What You'll Do
As an Experienced Audit Associate, you'll work with clients in the insurance industry, nonprofit industry, and also audit employee benefit plans. This role is ideal for someone with a strong foundation in audit principles who is ready to take on more responsibility, assist in leading engagements, and mentor junior staff.
Specific Responsibilities include:
Getting to know our clients, their business and how they work to provide the right service
Proactively assist the team in audit and review engagements from planning through reporting
Perform risk assessments and evaluate internal controls
Ensure compliance with accounting standards and firm policies
Supervise and mentor junior associates and begin strengthening the soft skills to support evaluating their performance
Begin acquiring the skills necessary to develop quality client relationships and loyalty
Become proficient at accounting and auditing research including knowledge of the reference sources available to the firm
Coordinate with offshore teams and manage workflow efficiency
Contribute to internal initiatives such as training, process improvement, and AI integration
Skills and Attributes for Success
Ability to work in a fast-paced, team environment
Ability to prioritize work under tight deadlines
Ability to adapt to change
Strong analytical and problem-solving skills
Ability to interact with various levels of leadership (client or within the team) in both written and verbal form
Self-motivating and taking responsibility for personal growth and development
Detail oriented and a high level of pride in your work
Familiarity with audit software (e.g. CCH Engagement, PPC audit methodology)
Perks and Benefits
We understand that our employees are the backbone of our firm, and this is why we offer a comprehensive benefit plan package:
Unlimited PTO: You set your days off to balance your work and personal life.
Top-Tier Benefits: Low premiums on medical, dental, vision, and life insurance.
A 401(k) plan with a 3% salary-based safe harbor contribution and discretionary profit sharing is offered after meeting the plan requirements.
CPA License Journey: We support a CPA exam review course and reimburse fees for passed exam sections.
Continuing Education: We invest in your professional growth and provide consistent, customized, and diverse outlets for CPE.
Let Loose: Annual Christmas party, Ditch the Office Day, and more!
Give Back: We'll make an annual $300 charitable donation to your favorite charity.
All Around Development: Opportunities in firm growth, recruitment, mentorship, and guidance to help build your professional brand.
Purposeful Work: Feel the immediate impact of your contributions.
Ready to Soar?
If you're eager to join a firm that supports your professional dreams while also fostering a work-life balance, we want to hear from you! Apply now and redefine your career trajectory with JLK Rosenberger.
Don't just settle for a job-craft your legacy with us.
Requirements
Minimum of two years' experience in public accounting
Bachelor's degree in accounting, finance, economics or another related field
Strong knowledge of U.S. GAAP and auditing standards
CPA license or progress towards licensure
Salary Description $77,000 - $81,000 per year
Auditor II- Treasury/Finance
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements.
What you will do
* Completes time sheets and expense reports in a timely manner.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all required training.
* Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates.
* Keeps informed of new services, products and events that have a significant technology and business impact.
* Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned.
* Assists the Senior Auditor and or Audit Manager in the development of the audit scope.
* Holds preliminary discussions and interviews with auditees prior to the beginning of the field work.
* Prepares narratives/flowcharts detailing internal controls of area audited.
* Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary.
* Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines.
* Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn.
* Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise.
* Contributes to the drafting of audit observation sheets and audit reports.
* Supports and or participates in audit exit meeting with management.
* Ensures written reports are properly prepared and formatted for distribution.
*Must-Have**
* Bachelor's Degree or equivalent
* Minimum 3 years experience in performing internal control audits and risk assessments required.
* Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required.
*Skills and Knowledge*
* Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions.
* Ability to work independently or under the guidance and supervision of a Senior Auditor.
* Strong verbal and written communication skills, to effectively present to peers and management.
* Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change.
* Understanding of internal auditing standards, COSO and risk assessment practices.
* Understanding of the technical aspects of accounting and financial reporting.
* Experience in performing multiple projects and working with varying team members.
* Prior financial services industry experience is a plus.
*Compensation*
Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
**To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our ****************************************************************************************************
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit *********************
*EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. **************************************************************************************************
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-KTB
\#CA-KTB
Auditor II- Treasury/Finance
Jersey City, NJ jobs
WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements.
What you will do
* Completes time sheets and expense reports in a timely manner.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all required training.
* Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates.
* Keeps informed of new services, products and events that have a significant technology and business impact.
* Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned.
* Assists the Senior Auditor and or Audit Manager in the development of the audit scope.
* Holds preliminary discussions and interviews with auditees prior to the beginning of the field work.
* Prepares narratives/flowcharts detailing internal controls of area audited.
* Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary.
* Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines.
* Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn.
* Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise.
* Contributes to the drafting of audit observation sheets and audit reports.
* Supports and or participates in audit exit meeting with management.
* Ensures written reports are properly prepared and formatted for distribution.
*Must-Have**
* Bachelor's Degree or equivalent
* Minimum 3 years experience in performing internal control audits and risk assessments required.
* Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required.
*Skills and Knowledge*
* Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions.
* Ability to work independently or under the guidance and supervision of a Senior Auditor.
* Strong verbal and written communication skills, to effectively present to peers and management.
* Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change.
* Understanding of internal auditing standards, COSO and risk assessment practices.
* Understanding of the technical aspects of accounting and financial reporting.
* Experience in performing multiple projects and working with varying team members.
* Prior financial services industry experience is a plus.
*Compensation*
Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
**To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our ****************************************************************************************************
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit *********************
*EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. **************************************************************************************************
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-KTB
\#CA-KTB
Senior Internal Auditor | Remote
Remote
Who We Are: Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees-to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered "good enough"
Looking to join a growing company that values its people, innovates, and expands on its proprietary technology? Apply below!
Who We Need:
The Senior Internal Auditor reports directly to the Internal Audit Manager, who reports to the VP of Risk Management. This position is responsible for effectively managing and conducting performance, operational, financial, and compliance audit projects in accordance with the annual audit plan. The Senior Internal Auditor may serve as either engagement staff or an engagement lead based on the overall resource plan and/or subject matter expertise. Duties include completing individual audit projects, conducting fieldwork, reporting results, and making recommendations to management to achieve business objectives.
What You Will Do:
* Work under the direction of the Internal Audit Manager to develop audit scope, perform internal audit procedures, and prepare reports summarizing audit results.
* Act as an audit engagement lead to guide and review the work performed by other internal audit staff, including resources from the co-sourcing firm (as applicable).
* Develop and maintain productive team-oriented client and staff relationships through individual contacts and group meetings.
* Develop recommendations to strengthen internal controls and improve regulatory compliance throughout the organization.
* Proactively perform follow-up on the status of outstanding internal audit findings.
* Performs audit procedures, including identifying and defining issues, developing criteria, reviewing and analyzing evidence, and documenting client processes and procedures.
* Conduct interviews, review documentation, compose summary memos, and prepare workpapers, ensuring that workpapers support any audit findings and conclusions.
* Identify, develop, and document audit findings and recommendations for improvement using independent judgment concerning areas being reviewed.
* Address problems directly and resolve client questions as needed.
* Assist in communicating the results of audit and consulting engagements via written reports and oral presentations on a timely basis to management.
* Proactively communicate any changes that could impact the timeline in completing the audit engagement in alignment with the audit plan.
* Pursue professional development opportunities, including external and internal training and professional association memberships, and share information gained with co-workers.
* Perform other related duties as assigned by the Internal Audit Manager.
What You Need:
* Bachelor's degree from an accredited college or university required, preferably in Business, Finance, or Accounting.
* 3+ years of full-time experience in internal auditing, external auditing, compliance or audit-related roles is required.
* Must have obtained or be willing to work towards job-related professional designations (CPA, CIA, CISA, CFE, or CMA).
* 3+ years experience in, knowledge of, and skill in applying internal auditing, accounting principles, or preferred business management practices. Prior mortgage industry or financial services regulation experience is preferred.
* Knowledge of management information systems terminology, concepts, and practices is preferred.
* Knowledge of contemporary risk management and control techniques, including control frameworks is preferred.
* Ability to work independently and with minimal day-to-day supervision during fieldwork.
* Ability to work on multiple assignments with varying deadlines in a fast-paced changing environment.
* Excellent interpersonal, verbal, and written communication skills.
* Data analysis skills are desirable.
* Proficient in Google Business suite platform. Proficient in Microsoft Office suite, including Excel.
* Conforms to the IIA Standards and Code of Ethics.
* Skill in negotiating issues and resolving problems.
* Integrity and professionalism.
What We Offer:
* Strength, Stability, and Vision
* Great compensation package
* Opportunity for career growth
* A commitment to be a relevant market leader - we are aiming for the top!
* Octane, our engineered proprietary technology that is transforming the mortgage industry
* An empowered culture where your ideas are important and your voice matters
* Full Benefits, beginning the first day of the month following your start date, including - Medical, Dental, Vision, Life, Disability Insurance, and much more
* Generous paid time off package that also includes all major holidays
* 401K w/ 50% match - Beginning the 1st of the month following 30 days of employment
Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. California residents click here to review Cardinal's California Employee Privacy Policy & Notice at Collection. The expected base salary for this position ranges from seventy one thousand dollars to one hundred thousand dollars, determined based on the applicant's experience, skillset, education, training, certificates, and licenses.
Audit Senior
Cincinnati, OH jobs
JOB SUMMARYAs an Audit Senior Accountant, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior Accountant leads client engagements, maintains client relationships, and acts as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.
Audit Execution
Perform complex audit procedures, including substantive testing, control testing, and analytical review, to evaluate the accuracy and completeness of financial statements
Review workpapers, documentation, and audit evidence prepared by audit staff for accuracy and adherence to standards
Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks
Identify key areas for audit focus, potential risks, and necessary resources
Financial Statement Analysis
Analyze financial statements, disclosures, and supporting documentation to identify potential issues or discrepancies
Assess the application of accounting principles and standards, and provide recommendations for improvements
Internal Controls Assessment
Evaluate internal control systems and processes to identify weaknesses or deficiencies that could impact the accuracy of financial reporting
Provide valuable insights and recommendations to clients for improving financial processes and controls
Client Communication
Serve as a main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates
Builds client relationships and maintains smooth working relationship
Team Supervision
Supervise and mentor audit staff members, providing timely feedback, guidance, and training to support their professional development
Foster a collaborative and productive team environment
Engagement Leadership
Lead and manage audit engagements from planning through completion, ensuring adherence to timelines, budgets, and professional standards
Delegate tasks to audit staff members and provide guidance throughout the engagement
Technical Research
Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements
Research, resolve, and document complex accounting and auditing issues as they arise
Reporting and Documentation
Ensure the accuracy and completeness of audit documentation, findings, and conclusions in accordance with firm and regulatory standards
Review and finalize audit reports for distribution to clients
Continuous Improvement
Engage in continuous learning and development to enhance your technical skills and knowledge
Participate in post-engagement reviews to assess the effectiveness of audit processes and identify areas for improvement
Contribute ideas to enhance the firm's methodologies and procedures
Supervisory responsibilities
May supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
Bachelor's degree in accounting, finance, or a related field
3 - 6 years of relevant audit experience within a CPA firm
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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