Staff - Financial Services

About the role

Actively participate in the assurance engagement process by conducting financial statement audits, agreed-upon procedures or other assurance projects for clients in the Financial Services industry. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Responsibilities

• Assist in the execution of audit, agreed-upon procedures and other assurance engagements.
• Perform analysis and testing of account balances and internal controls.
• Prepare financial statements, including significant account policy descriptions and footnotes to financial statements, as well as other related reports and documents.
• Complete assignments within established budget for assigned areas.
• Achieve charge hour budget and minimum billable hours as set by the Firm.
• Participate in non-client initiatives to improve firm administration.
• Utilize all firm and department software efficiently.
• Complete accurate, neat, organized workpapers that are free of basic grammatical, spelling and calculation errors.
• Represent the Firm and build relationships by participating in external activities.
• Develop and demonstrate strong leadership skills.
• Demonstrate excellent written and verbal communication skills.
• Interact with current and prospective clients, develop cross-selling skills and identify new opportunities for the practice.
• Develop and display knowledge of GAAP, GAAS and demonstrate good judgment.
• Work in partnership with other team members and client personnel to help ensure efficient flow of information from client to audit team.
• Comprehend new, complex issues and perform basic research to solve complex problems.
• Exemplify Brand Attributes of the Firm.
• Comply with all policies and procedures of the Firm.
• Work in a team environment and develop solutions-based approaches to client and team needs.
• Consistently seek feedback on performance from supervisors to develop and enhance professional and technical skills.

Requirements

• BA or BS in accounting or a related field.
• Must be actively pursuing the CPA exam or be eligible to sit for the CPA exam.
• Strong proficiency in the use of technology and basic PC applications (Excel, Word).
• 1-3 years of financial audit and public accounting experience preferred.

Qualifications

Reliable transportation for on-site client work. This position requires overnight travel throughout the state of Ohio and surrounding states. Overnight travel is, on average, 1 night a week, increasing to 2-3 nights a week from January – April. Ability to work evenings and weekends based on time of year and client demands.

Skills

• CPA Exam Eligibility
• Financial Audit and Public Accounting Experience
• Technology Proficiency (Excel, Word)

Benefits

N/A

Pay

N/A

Schedule

N/A