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Financial Institutions Director/Manager

Company: Clifton Larson Allen
Location: Peoria
Posted on: June 8, 2021

Job Description:

At CLA we create inspired careers.

We recognize that not everyone wants to grow their career in the same way. That's why CLA exists to create opportunities. We promise to know you and help you.

This is why we've created our Director and Manager career paths! These positions share the same level of seniority, but they allow YOU to choose which path is right for you.

Director - If you love servicing existing client relationships and want to grow your career without the pressure of having to bring new client relationships into the firm, then this is the opportunity for you!

Manager - This is a great path for those who have a passion for servicing clients, want to build a book of business, and want to advance into a principal role. If you love being an industry professional, thrive when identifying business opportunities for clients, and desire to be a principal, then this is the opportunity for you!

We're hiring a Financial Institutions Director/Manager for our Des Moines or Cedar Rapids office ( will consider remote within surrounding states) to supervise and perform significant audit and consulting engagements for our clients, build lasting relationships, and assure continued close personal attention to client needs.

Job Description:

  • Assume full responsibility for planning, supervising, and controlling all phases of the firm's regular services for those clients delegated by principals.
  • Delegate or assume in-charge responsibility; project and plan the timing of the workload to promote the most efficient operation of the staff.
  • Lead the decision-making process for assigned engagements/clients; keep the engagement principal fully informed of major decisions, engagement progress, the client's situation, and potential problems.
  • Develop a responsible and trained staff through assistance in recruiting, planning assignments, resolving problems, providing direct consultation to staff, evaluating staff performance, and acting as an instructor or discussion leader in professional development programs.
  • Delegate or supervise preparation of the engagement letter for approval by the engagement principal, discuss the nature and terms of the assignment with the client, estimate fees, and ensure client signs and returns the engagement letter prior to the start of the engagement.
  • Evaluate internal controls and audit programs prepared by staff, revise as necessary, and present to the engagement principal for approval.
  • Follow the engagement progress through monitoring time budgets and deadlines for adherence; communicate important developments to the engagement principal along with facts, conclusions and recommendations; provide ongoing attention to client management; and prepare final client meetings.
  • Engage with teams throughout our national Financial Institution practice on specialized consulting engagements.

Requirements:

Education/Experience

  • Bachelor's or Master's degree in Accounting or related field
  • 4+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, directors' examinations or related consulting engagements such as internal audit, SOX, and credit quality reviews
  • Prior experience servicing clients in the Financial Institutions sector preferred
  • Current CPA licensure required.
  • Ability to travel to client sites that may also require overnight travel

Skills/Knowledge

  • Advanced technical knowledge of audit, accounting, and tax concepts
  • Demonstrated ability to manage client relationships
  • Strong communication and analytical skills
  • Ability to show strong leadership and mentoring capabilities
  • Dynamic interpersonal manner with the capacity to develop and train staff through supervised practice
  • Excellent client service orientation with an ability to expand services and develop new business.

Shortly after you apply you will receive an invitation with additional information. CLA has partnered with Pymetrics to allow you to showcase your potential and help us get to know you a little better. The Pymetrics games take 20-30 minutes to complete and there are no right or wrong answers - so we hope you have fun! Following completion of the Pymetrics games, CLA will view the Pymetrics results alongside other information as part of the application review process.

CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/

Keywords: Clifton Larson Allen, Peoria , Financial Institutions Director/Manager, Other , Peoria, Arizona

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