Senior Audit Associate – Financial Services

Jobtailor; Illinois; On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an experienced audit professional to run client engagements from start to finish, including planning, staffing, budgeting, and performing financial statement audits for Financial Services clients.

You will supervise staff and interns, mentor junior team members, maintain strong client relationships, collaborate with audit teams, and research technical issues to drive process improvements. Travel to client sites is required; CPA in the aligned home state is preferred.

Qualifications

• 2+ years of recent and relevant public accounting external audit experience.
• Experience auditing Banking, Private Equity, Asset Management, Insurance, and Fintech clients.
• Must meet the education requirement for CPA certification in the aligned home office state.
• CPA license in the aligned state is advantageous.
• Ability to travel to various client sites.
• Crowe is not sponsoring work authorization.

Responsibilities

• Run client engagements from start to finish, including financial statement preparation, engagement staffing, scheduling, budgeting, planning, and administrative functions
• Supervise, train, and mentor staff and interns and assess staff performance for engagement reviews
• Maintain strong client relationships and work with client management and staff at all levels to perform audit services
• Collaborate with audit teams to identify and resolve client issues
• Research and analyze financial statements and audit issues using electronic databases and audit software
• Engage with client management to collect information, resolve audit-related problems, and recommend business and process improvements
• Lead, develop industry insight, and grow client relationships within Financial Services audit engagements

Skills

Public accounting experience

Engagement management

Staff supervision

Financial statement analysis

Audit issue resolution

Budgeting

Planning

Technical research

Client relationship management

Multitasking

Process improvement

Organization

Communication

Mentoring

Collaboration

Problem-solving

Education

CPA Certification

Tools

Audit Software

Electronic Databases

Job description

• Run client engagements from start to finish, including financial statement preparation, engagement staffing, scheduling, budgeting, planning, and administrative functions
• Supervise, train, and mentor staff and interns and assess staff performance for engagement reviews
• Maintain strong client relationships and work with client management and staff at all levels to perform audit services
• Collaborate with audit teams to identify and resolve client issues
• Research and analyze financial statements and audit issues using electronic databases and audit software
• Engage with client management to collect information, resolve audit-related problems, and recommend business and process improvements
• Lead, develop industry insight, and grow client relationships within Financial Services audit engagements

Requirements

• 2+ years of recent and relevant public accounting external audit experience
• Experience auditing Banking, Private Equity, Asset Management, Insurance, and Fintech clients
• Organization, social, technical, accounting, and auditing skills
• Experience with engagement management, reviews, and staff supervision
• Ability to multitask across concurrent engagements
• Ability to research technical matters before manager review
• Must meet the education requirement for CPA certification in the aligned home office state
• CPA license in the aligned state is advantageous
• Ability to work additional hours as needed
• Ability to travel to various client sites
• Ability to verify identity and eligibility to work in the United States
• Crowe is not sponsoring work authorization

Core Competencies

Demonstrates expertise in financial statement preparation, audit services, and client engagement management within the Financial Services sector. Proven ability to supervise and mentor staff while maintaining strong client relationships and resolving audit-related issues.

Highest-signal resume keywords

• Public Accounting Experience
• Financial Statement Preparation
• Audit Services
• CPA License
• Engagement Management

ATS Optimization Keywords

Hard Skills

• Financial Statement Analysis
• Audit Issue Resolution
• Engagement Staffing
• Budgeting
• Planning
• Technical Research
• Staff Supervision
• Multitasking
• Client Relationship Management
• Process Improvement

Soft Skills

• Organization
• Communication
• Mentoring
• Collaboration
• Problem-Solving

Certifications & Qualifications

• CPA Certification

Industry Keywords

• Banking
• Private Equity
• Asset Management
• Insurance
• Fintech

Tools & Technologies

• Audit Software
• Electronic Databases