Partner, Assurance Services - Financial Institutions

RubinBrown LLP; Chicago (IL); Hybrid; USD 250,000 - 450,000; Full time

Job summary

RubinBrown LLP seeks a dynamic Partner, Assurance Services – Financial Institutions in Chicago. Lead the FI assurance practice, drive client relationships, and shape strategic direction for audit quality and regulatory excellence.

You will oversee complex engagements, mentor future leaders, and collaborate across teams to accelerate growth while upholding RubinBrown’s One Firm culture and professional integrity.

Qualifications

• Bachelor’s degree in Accounting or related field required; CPA license required.
• 10+ years of progressive public accounting experience, with substantial expertise serving financial institutions.
• Extensive knowledge of U.S. GAAP, AICPA auditing standards, and financial institution regulatory requirements.
• Demonstrated success managing complex client relationships and advising executive leadership, audit committees, and boards of directors.
• Proven track record of driving business development, expanding client relationships, and contributing to sustainable practice growth.

Responsibilities

• Lead strategic client relationships with financial institutions, serving as trusted advisor to executive leadership, audit committees, and boards of directors.
• Provide technical leadership on complex accounting, auditing, and regulatory matters, including CECL, loans and deposits, fair value, derivatives, and regulatory reporting.
• Direct assurance engagements from planning through completion, ensuring audit quality, regulatory compliance, and timely delivery of commitments.
• Champion audit quality and risk management by maintaining rigorous professional standards, independence compliance, and technical excellence.
• Drive engagement performance and profitability through budgeting, staffing, resource allocation, realization, and financial results.
• Accelerate business development and practice growth by identifying opportunities, expanding client relationships, and pursuing strategic engagements.
• Leverage cross-functional collaboration to deliver integrated client solutions and expand the reach and impact of RubinBrown’s Financial Institutions practice.
• Build and develop high-performing teams through recruiting, mentorship, leadership development, and succession planning.
• Champion RubinBrown’s One Firm culture by fostering collaboration, accountability, ethical leadership, and professional excellence.

Skills

Leadership

Client relationship management

Communication

Business development

Education

Bachelor's degree in Accounting or related field

CPA license

Tools

GAAP knowledge

AICPA standards

Job description

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $265 million with 1,000+ team members across locations in Chicago, Denver, Detroit, Kansas City, Las Vegas, Mumai (India), Nashville, and St. Louis.

We are seeking a dynamic, growth-oriented Partner, Assurance Services – Financial Institutions to lead and expand our financial institutions assurance practice. This high-impact leadership role combines strategic vision, deep industry expertise, and a proven ability to drive business development, cultivate lasting client relationships, and deliver exceptional assurance services. The ideal candidate will champion audit quality and regulatory excellence, lead complex client engagements, develop future leaders, and capitalize on opportunities to strengthen RubinBrown’s market presence and accelerate practice growth.

Major Responsibilities

• Lead strategic client relationships with financial institutions, serving as a trusted advisor to executive leadership, audit committees, and boards of directors.
• Provide technical leadership on complex accounting, auditing, and regulatory matters, including CECL, loans and deposits, fair value, derivatives, and regulatory reporting.
• Direct assurance engagements from planning through completion, ensuring exceptional audit quality, regulatory compliance, and timely delivery of client commitments.
• Champion audit quality and risk management by maintaining rigorous professional standards, independence compliance, and technical excellence.
• Drive engagement performance and profitability through effective oversight of budgets, staffing, resource allocation, realization, and financial results.
• Accelerate business development and practice growth by partnering with existing leadership to identify new opportunities, expand client relationships, and pursue strategic engagements.
• Leverage cross-functional collaboration to deliver integrated client solutions and expand the reach and impact of RubinBrown’s Financial Institutions practice.
• Build and develop high-performing teams through recruiting, mentorship, leadership development, and succession planning.
• Champion RubinBrown’s One Firm culture by fostering collaboration, accountability, ethical leadership, and a commitment to professional excellence.

Preferred Experience/Background/Skills

• Bachelor’s degree in Accounting or a related field required; advanced degree preferred.
• Active Certified Public Accountant (CPA) license required.
• 10+ years of progressive public accounting experience, with substantial expertise serving financial institutions.
• Extensive knowledge of U.S. GAAP, AICPA auditing standards, and financial institution regulatory requirements.
• Demonstrated success managing complex client relationships and advising executive leadership, audit committees, and boards of directors.
• Proven track record of driving business development, expanding client relationships, and contributing to sustainable practice growth.
• Strong leadership capabilities with experience managing engagement risk, building high-performing teams, and developing future leaders.
• Exceptional communication, presentation, negotiation, and relationship management skills.
• Unwavering commitment to audit quality, professional integrity, collaboration, and talent development.

Working Conditions

• Hybrid work arrangement requiring onsite presence approximately 2-3 days per week to support client engagement, leadership collaboration, and business operations.
• Standard business hours are generally 8:00 a.m. to 5:00 p.m., with flexibility based on client and business needs.
• Ability to work extended hours, particularly during peak audit and busy seasons, to meet client deadlines, engagement demands, and practice objectives.
• Travel required based on office location, client needs, and business development activities, ranging from minimal to approximately monthly travel.
• Office-based responsibilities include prolonged computer use, sitting for extended periods, and movement throughout the workplace.
• Physical requirements include occasional lifting, carrying, pushing, or pulling of materials weighing up to 50 pounds, with or without reasonable accommodation.

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

RubinBrown is an independent member of Baker Tilly International, the 9th largest accounting and business advisory network in the world. For more information, visit www.RubinBrown.com.

Colorado, Nevada, and Illinois Salary Statement

The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado, Nevada or Illinois, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications, if applicable (e.g. JD, MBA, CPA, CFE, CISA, CFP).

Partner, Assurance Services - Financial Institutions