Assurance Principal or Signing Director - Financial Services

CliftonLarsonAllen LLP

Bellevue (WA)

On-site

USD 150,000 - 400,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision
401(k)

Job summary

CliftonLarsonAllen LLP is seeking a Principal or Signing Director to lead the Financial Services Assurance team in the Pacific Northwest. You will oversee assurance engagements for financial institutions, manage client relationships, and drive business growth across services.

The role emphasizes leadership, risk management, and collaboration with cross-functional teams. The ideal candidate has a CPA, 8+ years in public accounting, and deep knowledge of the banking/financial services sector.

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field.
  • 8+ years of public accounting experience, including financial statement audits.
  • Active CPA license required.
  • Strong knowledge of banking and financial services industry.
  • Ability to travel to client sites as needed.

Responsibilities

  • Lead assurance engagements for financial institutions, ensuring quality, compliance, and timely delivery.
  • Serve as the primary client relationship owner and trusted advisor for a portfolio of financial services clients.
  • Drive business development through networking, thought leadership, and growth of a book of business.
  • Manage engagement scope, fees, budgets, deadlines, and overall client satisfaction.
  • Review and approve financial statements, audit workpapers, engagement letters, and deliverables.
  • Provide engagement leadership, including staffing, risk management, quality control, and project oversight.
  • Maintain year-round relationships with clients, identifying opportunities to expand services and deepen partnerships.
  • Collaborate across the firm to bring specialized resources and solutions to clients.
  • Mentor and develop high-performing assurance professionals through coaching, feedback, and career development.
  • Communicate regularly with clients and engagement teams regarding progress, risks, findings, and recommendations.

Skills

CPA license
Public accounting
Banking knowledge
Relationship management

Education

Bachelor's degree in Accounting/Finance

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

As part of our continued strategic growth, CLA is seeking a Principal or Signing Director to join our Financial Services Assurance team in one of our Pacific Northwest offices. This role is designed for a motivated leader who is excited to help build and grow our presence in the market while contributing to an established, high-performing team.

How you’ll create impact in this Assurance role:
  • Lead assurance engagements for financial institutions, ensuring quality, compliance, and timely delivery.
  • Serve as the primary client relationship owner and trusted advisor for a portfolio of financial services clients.
  • Drive business development through networking, thought leadership, community involvement, and growth of a book of business.
  • Manage engagement scope, fees, budgets, deadlines, and overall client satisfaction.
  • Review and approve financial statements, audit workpapers, engagement letters, and deliverables.
  • Provide engagement leadership, including staffing, risk management, quality control, and project oversight.
  • Maintain year-round relationships with clients, identifying opportunities to expand services and deepen partnerships.
  • Collaborate across the firm to bring specialized resources and solutions to clients.
  • Mentor and develop high-performing assurance professionals through coaching, feedback, and career development.
  • Communicate regularly with clients and engagement teams regarding progress, risks, findings, and recommendations.
What you will need:
  • Bachelor’s degree in Accounting, Finance, or a related field.
  • 8+ years of public accounting experience, including financial statement audits and related reporting.
  • Active CPA license required.
  • Strong knowledge of banking and financial services industry.
  • Ability to travel to client sites as needed.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people.

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this role in Washington is $150,000 - $400,000 #LI-CD1

  • To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact mypeoplesolutions@claconnect.com.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles, it’s the discovery of your strengths and the outer reaches of your true potential.

At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

Watch our video to see why people join CLA.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website.

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