Audit Manager - Financial Services

BerryDunn — Assurance, Tax and Consulting; United States; Remote; USD 100,000 - 130,000; Full time

Job summary

BerryDunn seeks an experienced Audit Manager for our Financial Services Practice Group. You will lead audit, review, compilation engagements for financial services clients, coach staff, and build strong client relationships in a collaborative environment.

Based in the Northeast, this role offers remote options with minimal travel and opportunities to grow within a supportive public accounting firm.

Qualifications

• BS/MS degree in Accounting
• CPA license required
• 6+ years of progressive public accounting experience, preferably with financial services clients

Responsibilities

• Manage, direct and monitor multiple client engagements; schedule and coordinate workflow and staffing for projects.
• Maintain active communication with clients to manage expectations and lead change efforts.
• Research and analyze financial statements using databases and software to audit, review and compile information.
• Consult with clients to recommend business and process improvements.
• Supervise, mentor associates and interns and assess staff performance.

Skills

Technical skills

Analytical thinking

Problem solving

Communication

Client service

Education

BS/MS in Accounting

CPA license

Job description

Overview

BerryDunn is seeking an experienced and relationship-focused Audit Manager to join our Financial Services Practice Group. In this role, you'll lead audit, review, compilation, and related engagements for financial services clients while building strong client relationships, coaching developing professionals, and contributing to a collaborative team that values quality, curiosity, and practical problem-solving. This is a great opportunity for someone who enjoys working directly with clients, developing others, and growing their career within a supportive public accounting environment. This position may be based in Waltham, MA ; Manchester, NH ; New Haven, CT; Bangor, ME ; Portland, ME ; or remotely.

Travel Expectations: Travel expectations for this position are minimal, less than 10%

You Will

• Manage, direct and monitor multiple client engagements; schedule and coordinate workflow and staffing for projects and engagements.
• Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively.
• Research and analyze financial statements and related issues utilizing electronic databases and employ software to audit, review and compile financial information, as well as possess the ability to document conclusions developed during the engagement.
• Consult, work with, and service clients to make recommendations on business improvement and process improvement and serve as a business advisor to clients.
• Team with Principals and other Senior Managers on proposals and business development activities
• Supervise, lead, and mentor associates and interns on engagements and assess performance of staff.
• Participate in personal and professional development sessions on a regular basis.

You Have

• BS/MS degree in Accounting
• 6+ years of progressive public accounting experience, preferably with financial services clients (banks, credit unions, broker-dealers, etc.)
• CPA license
• Excellent technical skills, including an understanding of professional rules, and regulations
• Highly evolved analytical and problem solving ability
• Proven supervisory and training success
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
• Excellent communication and client service skills
• Excellent interpersonal, relationship building and organizational skills

Compensation Details

The base salary range targeted for this role is $100,000 - $130,000. This position may also be eligible for a discretionary annual bonus based on factors such as company and personal performance. This salary range represents BerryDunn's good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.

BerryDunn Benefits & Culture

Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what's expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn .

We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact [e-mail] to request an accommodation.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

About BerryDunn

BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm's tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm.

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