Partner, Assurance Services - Financial Institutions

Major Responsibilities

• Serve as the primary relationship owner for financial institution clients, advising executive management, audit committees, and boards.
• Provide strategic guidance on complex accounting, auditing, and regulatory matters, including CECL, loans and deposits, fair value, derivatives, and regulatory reporting.
• Oversee assurance engagements from planning through completion, ensuring compliance with standards, regulations, and RubinBrown’s quality expectations, and approve key deliverables.
• Maintain responsibility for audit quality, risk management, and independence compliance, serving as a technical resource on complex matters.
• Monitor engagement economics, including budgets, staffing, realization, and profitability, to support sustainable client relationships.
• Collaborate with existing team, lead and support business development through opportunity identification, client expansion, and proposal support.
• Cross-service collaboration to deliver integrated solutions and support growth of the Financial Institutions Industry Group.
• Recruit, develop, and mentor assurance professionals, supporting succession planning and long-term practice sustainability.

Preferred Experience/Background/Skills

• Bachelor’s degree in Accounting or a related field; advanced degree preferred.
• Active CPA required. 10+ years of progressive public accounting experience with significant focus on financial institutions.
• Deep knowledge of U.S. GAAP, AICPA auditing standards, and financial institution regulatory requirements.
• Demonstrated success leading client relationships, audit committees, and executive-level discussions.
• Prominent ability to drive business development, manage risk, and lead high-performing teams.
• Strong communication, presentation, and relationship-building skills.
• Commitment to quality, integrity, and the development of people and the profession.

Working Conditions

• Typical office hours are 8:00 a.m. to 5:00 p.m., Monday through Friday.
• Ability to work extra hours as determined by workload and client expectations.
• Travel may range from minimal to monthly.
• Hybrid model (2-3 days in the office/week).
• Ability to sit for long periods of time.
• Ability to move throughout office.
• Ability to lift, carry, push, pull up to 30-50 pounds.

One Firm

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.

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 (e.g. JD / Technology).

Benefits Summary

EEO Employer W/M/Vet/Disabled