Audit Manager - Insurance and Banking

Overview

This role supports audit engagement teams delivering high-quality assurance services to insurance companies, banks, credit unions, and specialty finance institutions. The position involves managing day-to-day execution of complex financial services audits, mentoring and developing staff, and collaborating with Partners on client service, project management, and business development.

Responsibilities

• Manage the day-to-day execution of complex financial services audit engagements
• Deliver high-quality assurance services for insurance, banking, and specialty finance clients
• Mentor and develop Associates, Senior Associates, and Supervisors
• Collaborate with Partners on:
  • Client service
  • Project management
  • Business development
• Project-manage audit engagements, including planning, risk assessment, scoping, staffing, budgeting, and timeline management while maintaining high-quality execution
• Supervise Senior Associates and Associates and review work for completeness, accuracy, and technical proficiency
• Apply technical knowledge to internal controls over financial reporting (ICFR), including evaluating design and operating effectiveness of controls within financial institutions or insurance entities

Requirements

• Bachelor’s degree in Accounting or related field
• Active CPA license
• 5+ years of public accounting experience with demonstrated focus on financial services audit clients—specifically insurance companies and/or banking/lending institutions
• Working knowledge of U.S. GAAP and Statutory Accounting Principles (SAP) as they apply to property & casualty and/or life insurance companies, including familiarity with statutory financial reporting, the Model Audit Rule, and state insurance department regulatory requirements
• Experience with or strong exposure to banking regulatory frameworks, including FDICIA compliance, NCUA requirements for credit unions, or similar regulatory environments for alternative or specialty financing entities
• Demonstrated understanding of key financial services audit areas, including one or more of the following:
  • Insurance: Loss reserves (including IBNR), premium revenue recognition, claims processing and liabilities, reinsurance, and policy liabilities
  • Banking: Allowance for credit losses (CECL), loan portfolio analysis, deposit operations, interest rate risk, and capital/liquidity considerations

Preferred Qualifications

• Master’s degree in Accounting or related field
• Experience serving clients across multiple financial services sub-sectors (e.g., both insurance and banking, or banking and specialty/alternative lending)
• Familiarity with SOX/ICFR requirements for public company financial services clients
• Experience with insurance statutory audits filed with state Departments of Insurance
• Exposure to HUD audits, agreed-upon procedures, or other regulatory engagements common to financial institutions
• Strong relationship management and practice development skills, including ability to identify opportunities to expand services to existing clients
• Proven ability to manage, mentor, and develop staff in a team-oriented environment
• Demonstrates independent thinking and sound professional judgment on complex or non-routine accounting and auditing matters
• Ability to attract and service new clients and expand services to existing clients

Compensation & Benefits

• Estimated compensation range: $120,000 to $160,000
• Actual compensation will be based on experience, skills, certifications, and geographical location (among other factors)
• Benefits include competitive health benefits such as medical, dental, vision, disability, and life insurance, plus a 401(k) plan
• Flexible scheduled time off (STO)
• Minimum of 56 hours of sick and safe leave
• 11 holidays
• 2 scheduled recharge days
• In-house CPE and learning opportunities through internal Learning & Development

Additional Information

• Equal opportunity employer
• Not accepting resume submissions from third-party staffing agencies for this role
• This role is Employee Referral Program eligible

How to Apply

Upload your most recent resume with your application. Applications may be submitted for multiple roles.