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Strategic Financial Services Consultant
3 weeks ago
Job Title: Financial Services Specialist
">At our organization, we're seeking a talented and experienced Financial Services Specialist to join our team. In this role, you will provide exceptional services to our financial services group.
">Responsibilities:
">- ">
- Plan, supervise, and perform external financial statement audits for community bank and credit union clients;">
- Evaluate clients' internal control systems and develop recommendations to improve client processes, accounting systems, control structure, and procedures;">
- Identify issues and recommend creative solutions to complex customer issues;">
- Work and communicate effectively with staff and customers to enhance their understanding of business and audit processes;">
- Direct and control engagement planning process to successful completion;">
- Bottom-line management of assigned engagements and individual productivity opportunities;">
- Pursue opportunities to provide additional services; pursue leads; retain customers;">
- Develop and maintain strong business relationships with individual customers and appropriate financial officers;">
Requirements:
">- ">
- Qualified Chartered Accountant or CPA;">
- 5+ years of recent audit experience (U.S. audit experience preferred) with a concentration in the financial services industry;">
- Successful experience in developing new or extended service opportunities with existing and/or prospective customers;">
- Strong oral and written interpersonal skills;">
- Effective analytical and problem-solving ability;">
- Experience in developing and leading a team of professional auditors;">
- Ability to multitask along with demonstration of commitment to continuous learning;">
- Experience with CaseWare preferred;">
Working Environment:
">The employee is expected to work in our office. Flexibility is granted to employees to work remotely on an as-needed basis.
">Position Type / Expected Hours of Work:
">Non-Busy Season: 40 hours per week. Busy Season (January - April): 55 hours per week (to be outlined in the employment agreement).
">Travel:
">May be required to travel up to four to eight weeks to U.S. offices.
