RSM Global
Audit Partner - Financial Services - Banking
RSM Global, San Francisco, California, United States, 94199
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM has an exciting opportunity for an Audit Partner to join our Banking and Financial services practice in California. RSM's Financial Services practice combines our resources, experience and deep industry knowledge in Banking, Specialty Finance, and Fintech with a high level of partner attention and customized service delivery. Drawing on this perspective and relevant experience with other issuer clients, our curated teams are well positioned to properly focus on each Financial Services company audit.
Responsibilities:
Serve as Audit engagement leader and/or client service coordinator managing the auditing of all required financial statements, related disclosures, and other client deliverables
Manage multiple engagements, oversee engagement status and ensure maintenance of milestones of all projects for clients in Financial Services, Banking, Specialty Finance, and Fintech space
Identify technical accounting matters early and assess impact on financial statements; coordinate with firm specialists as needed
Review work product and communicate audit status to clients periodically and assess resources needed for project completion
Maintain contact with clients throughout the year to develop deeper relationships to better understand client's goals and strategies
Manage profitability of projects, evaluate strategy for growth of the Firm
Assess risk along with design and communicate audit procedures to engagement teams
Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
Provide insightful business advice and present oneself as a trusted business advisor
Understand skillsets and capabilities of team members and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process
Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives
Anticipate and address client concerns and escalate issues as they arise
Ensure professional development through ongoing education
Keep abreast of latest developments as they affect GAAP and the Firm's standards and policies
Required Qualifications:
BS/BA Degree in Accounting or equivalent degree
CPA Certification
12+ years of current or recent audit experience in a public accounting environment with a focus in auditing financial services clients
8+ years' experience auditing companies and related organizations in Financial Services, Asset Management, Banking, Specialty Finance, or Fintech
A proven record of building profitable, sustainable client relationships
A successful record of directing and deploying team members on multiple simultaneous engagements
Understanding of audit services with knowledge of GAAP, GAAS and FASB regulations
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
RSM has an exciting opportunity for an Audit Partner to join our Banking and Financial services practice in California. RSM's Financial Services practice combines our resources, experience and deep industry knowledge in Banking, Specialty Finance, and Fintech with a high level of partner attention and customized service delivery. Drawing on this perspective and relevant experience with other issuer clients, our curated teams are well positioned to properly focus on each Financial Services company audit.
Responsibilities:
Serve as Audit engagement leader and/or client service coordinator managing the auditing of all required financial statements, related disclosures, and other client deliverables
Manage multiple engagements, oversee engagement status and ensure maintenance of milestones of all projects for clients in Financial Services, Banking, Specialty Finance, and Fintech space
Identify technical accounting matters early and assess impact on financial statements; coordinate with firm specialists as needed
Review work product and communicate audit status to clients periodically and assess resources needed for project completion
Maintain contact with clients throughout the year to develop deeper relationships to better understand client's goals and strategies
Manage profitability of projects, evaluate strategy for growth of the Firm
Assess risk along with design and communicate audit procedures to engagement teams
Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
Provide insightful business advice and present oneself as a trusted business advisor
Understand skillsets and capabilities of team members and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process
Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives
Anticipate and address client concerns and escalate issues as they arise
Ensure professional development through ongoing education
Keep abreast of latest developments as they affect GAAP and the Firm's standards and policies
Required Qualifications:
BS/BA Degree in Accounting or equivalent degree
CPA Certification
12+ years of current or recent audit experience in a public accounting environment with a focus in auditing financial services clients
8+ years' experience auditing companies and related organizations in Financial Services, Asset Management, Banking, Specialty Finance, or Fintech
A proven record of building profitable, sustainable client relationships
A successful record of directing and deploying team members on multiple simultaneous engagements
Understanding of audit services with knowledge of GAAP, GAAS and FASB regulations
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.