Funds Audit Senior - Financial Services

Insite Group; New York (NY); Hybrid; USD 115.000 - 140.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Health benefits

Retirement plan

Generous paid time off

Zusammenfassung

Insite Group in New York is seeking a Funds Audit Senior to lead engagements for alternative investment clients. Hybrid work with three days in the office, base in New York or Boston for the right candidate.

You will oversee work plans, coach teams, and communicate with senior leadership while expanding exposure to funds, VC, PE, hedge funds, and private credit. A CPA and several years in public accounting are required.

Qualifikationen

• Fully qualified CPA with public accounting background.
• Experience leading audit fieldwork and supervising teams.
• Solid US GAAP knowledge and analytical approach.
• Ability to manage client expectations and move engagements forward.

Aufgaben

• Build engagement work plans and lead the team through planning, fieldwork and completion.
• Audit funds and management companies across private equity, venture capital, hedge funds and private credit.
• Manage client relationships and act as main contact throughout the engagement.
• Address complex areas like investment valuations, fair value measurement, capital activity.

Kenntnisse

Auditing

Team leadership

US GAAP knowledge

Client relationship management

Ausbildung

CPA

Jobbeschreibung

Private equity, private credit, hedge funds, venture capital - if that's the world you want to build your audit career in, this is a rare chance to do it with a firm that's backing the sector properly.

A respected national firm is expanding its financial services assurance team and is looking for a Funds Audit Senior to lead engagements across a growing book of alternative investment clients. The position sits in New York, with Boston available as an alternative base for the right person. Working is hybrid, typically around three days a week in the office, with the rest of the week your own.

About the opportunity

You'll be leading engagements rather than simply working on them - building the work plan, running the team on the ground and keeping clients informed at every stage. The client list spans fund managers, their funds and related entities, so the work is varied, technically rich and highly visible to senior leadership.

Importantly, you don't need to have spent your whole career in financial services. Strong auditors from broader public accounting backgrounds who want to specialise in funds are very welcome, and you'll be given the training and client exposure to get up to speed quickly.

For a Funds Audit Senior with ambition, the route to manager is well-trodden here. Progression is based on what you deliver rather than time served, and specialist funds experience is one of the most marketable skill sets you can add to your profile.

What you'll be doing

• Building engagement work plans and leading the team through planning, fieldwork and completion
• Auditing funds and management companies across private equity, venture capital, hedge funds and private credit
• Managing client expectations and acting as the main point of contact throughout the engagement
• Working through complex areas such as investment valuations, fair value measurement and capital activity
• Reviewing the work of associates and giving practical, regular coaching
• Keeping managers and partners updated on progress, issues and timelines
• Supporting business development activity and contributing to client proposals

What we're looking for

• A fully qualified CPA
• Three or more years in public accounting, including time leading or supervising audit fieldwork
• Solid US GAAP knowledge and a methodical, curious approach to the work
• The confidence to manage client relationships and keep an engagement moving
• Ideally, some experience with alternative investment funds or capital markets clients - though this isn't a must
• Familiarity with fair value and investment company reporting would be a bonus

What's on offer

• $115,000 - $140,000 base salary, plus discretionary bonus
• Hybrid working with roughly three days a week in the office, based in New York or Boston
• Specialist financial services training and a clear, merit-based route to promotion
• Full benefits package including health, retirement plan and generous paid time off
• Exposure to one of the most in-demand niches in public accounting, with clients you'll be proud to have on your CV