Assurance Senior - Financial Services Group (FSG)

CLA (CliftonLarsonAllen); Indianapolis (IN); On-site; USD 85,000 - 120,000; Full time

Job summary

CLA (CliftonLarsonAllen) is seeking an Assurance Senior to join our Financial Services Group. You will deliver high-quality audit, review, and compilation services for financial institution clients while mentoring team members and acting as a trusted advisor.

The role is based in one of CLA's growth markets, including Indianapolis, St. Louis, or Dallas, offering opportunities to expand technical expertise and leadership skills in a collaborative environment.

Qualifications

• Bachelor’s degree in Accounting or related field is required.
• 2 years of relevant experience required.
• CPA exam eligibility preferred.
• Prior experience with an established public accounting or professional services firm is preferred.

Responsibilities

• Participate in audit, review, and compilation engagements serving financial institution clients.
• Assist with engagement planning and all aspects of financial statement preparation.
• Coordinate, delegate, and review the work of Associates to ensure quality and timely client service.
• Support the development of team members through coaching, mentoring, and training opportunities.
• Collect and analyze data to identify control deficiencies, duplicated efforts, fraud risks, and non-compliance with laws, regulations, and management policies.
• Perform analytical reviews of financial information and identify trends, risks, and areas for improvement.
• Build strong relationships with clients and team members while contributing to a positive team culture.

Skills

Team leadership

Coaching

Mentoring

Client relationships

Education

Bachelor’s degree in Accounting or related field

CPA exam eligible / CPA eligibility preferred

Public accounting experience

Job description

CLA is seeking an Assurance Senior to join our growing Financial Services Group. In this role, you will work closely with financial institution clients, delivering high-quality audit, review, and compilation services while serving as a trusted advisor and mentor to team members. This is an excellent opportunity to expand your technical expertise, develop leadership skills, and make an impact within a collaborative and growth-focused environment.

This role can be based in one of our strategic growth markets, including Indianapolis, St. Louis, or Dallas.

How you’ll create opportunities in this Assurance Senior role:

• Participate in audit, review, and compilation engagements serving financial institution clients.
• Assist with engagement planning and all aspects of financial statement preparation.
• Coordinate, delegate, and review the work of Associates to help ensure quality and timely client service.
• Support the development of team members through coaching, mentoring, and training opportunities.
• Collect and analyze data to identify control deficiencies, duplicated efforts, fraud risks, and non-compliance with laws, regulations, and management policies.
• Perform analytical reviews of financial information and identify trends, risks, and areas for improvement.
• Build strong relationships with clients and team members while contributing to a positive team culture.

What you will need:

• 2 years of relevant experience required
• Bachelor’s degree in Accounting or related field is required.
• Eligible to sit for CPA exam preferred
• Prior experience with an established public accounting or professional services firm is preferred.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

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.