As Assurance Senior in the Credit Union practice you will actively participate in the assurance engagement process by conducting financial statement audits, agreed-upon procedures, or other assurance projects for clients in the Credit Union industry. Oversee fieldwork procedures on engagements and provide supervision and development to staff. Focus on four major initiatives established by the Firm: Profitability, Practice Growth, Client Focus, and Brand Culture/Development.

Tasks:

• Execute audit, agreed-upon procedures, and other assurance engagements.
• Supervise and review work of staff and/or interns on assigned client engagements.
• Responsible for training of staff.
• Consult and communicate with department leaders and client personnel to complete assurance engagements.
• Perform analysis and testing of account balances and internal controls.
• Review financial statements, including significant account policy descriptions and footnotes to financial statements, as well as other related reports and documents.

Profitability:

• Complete assignments within established budget for assigned areas and monitor and report the actual hours incurred compared to the budget for assigned client engagements.
• Achieve charge hour budget and meet hour expectations established by the Firm.
• Participate in non-client initiatives to improve firm administration.
• Consistently utilize all firm and department software efficiently.
• Ensure completion of accurate, neat, organized workpapers that are free of basic grammatical, spelling, and calculation errors.

Practice Growth:

• Represent firm and build relationships by participating in external activities.
• Demonstrate strong leadership skills while working on client work and firm-related projects.
• Demonstrate excellent written and verbal communication skills.
• Interact with current and prospective clients, develop cross-selling skills and identify new opportunities for the practice.

Client Focus:

• Demonstrate strong analytical skills, judgment and knowledge of GAAP and GAAS.
• Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
• Lead client and team interaction to help ensure efficient flow of information between team members and client personnel.
• Identify process improvements resulting in efficiencies on client engagements.
• Comprehend and summarize complex issues and perform technical research.
• Ability to complete assignments timely and accurately.
• Demonstrate ability to work additional hours necessary to meet client deadlines.

Brand Culture/Development:

• Exemplify Brand Attributes of the Firm.
• Adhere and ensure compliance with all administrative policies and procedures of the Firm.
• Demonstrate ability to address conflict with peers and subordinates.
• Consistently enhance and develop individual, professional and technical skills.
• Provide timely feedback to direct reports and identify coaching and mentoring opportunities to assist in development of the associate.

Work Experience and Education:

• BA or BS in accounting or a related field.
• CPA strongly preferred, or successful completion of at least two sections of the CPA exam.
• Strong proficiency in the use of technology and basic PC applications (Excel, Word).
• Approximately 3+ years of public accounting and financial audit experience.
• Prior financial institution experience a plus.

Organizational Relationships:

• Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.
• May supervise interns and staff members on client engagements.
• May perform roles of performance manager for interns and staff members.

Special Requirements:

• Reliable transportation for on-site client work.
• Ability to work evenings and weekends based on time of year and client demands.