Senior Audit Lead — Financial Services & Funds (Hybrid)

Oliver James Group

San Francisco (CA)

Hybrid

USD 75,000 - 120,000

Full time

6 days ago

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Job summary

Oliver James Group in California is seeking an Audit Senior Associate to join its Financial Services practice in a hybrid role, focusing on investment management and private equity clients. You will lead audit workstreams, oversee planning and delivery, and mentor junior staff while collaborating with client stakeholders to ensure engagement success.

The position requires 3+ years of public accounting audit experience and CPA eligibility, with a bachelor’s degree in accounting or a related

Qualifications

3+ years of public accounting audit experience.
Experience in financial services, private equity, hedge funds or investment management audits.
CPA qualified or eligible to sit examinations.
Bachelor's degree in Accounting or a related field.

Responsibilities

Lead financial statement audit workstreams for investment management and financial services clients.
Take responsibility for audit planning, execution and final deliverables.
Review investment fund financial statements and related disclosures.
Develop engagement budgets, timelines and audit work plans.
Supervise and mentor junior associates and interns.
Work directly with client stakeholders and engagement leadership.
Participate in client proposals and engagement development activities.