Assurance Principal - Healthcare and Life Sciences
About The Position
CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, people, and communities through a range of services including wealth advisory, digital, audit, tax, consulting, and outsourcing. The firm is committed to fostering a diverse and inclusive culture. CLA is seeking an Assurance Principal for their Chicagoland team, specifically within the Healthcare and Life Sciences practice, serving Senior Living, FQHC, and Nonprofit clients. This role requires a high level of industry expertise and excels in client advisory, service advocacy, relationship development, business development, and leadership.
Requirements
- Bachelor's Degree in Accounting, Finance, or a related field.
- Minimum of 10 years of public accounting experience with emphasis in financial statement preparation and audits.
- CPA license is required.
Responsibilities
- Manage relationships with existing clients, fostering relationships and growing through business development activities.
- Identify and grow through centers of influence, referrals and associations.
- Assume full responsibility for all services for clients in a book of business.
- Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
- Review and approve work papers prepared by staff.
- Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly.
- Review time budgets and deadlines, provide ongoing attention to client’s management, and attend final client meetings.
- Communicate with managers and staff regarding engagement status, client challenges, findings, and recommendations.
- Assist clients in obtaining necessary funding to continue to positively impact their community.
- Assist clients with meeting their audit and financial planning objectives by using a range of tools.
- Bring seamless capability opportunities to clients and existing relationships.
- Be creative with staff development, mentoring, and overseeing client engagement teams.
- Lead the engagement progress by monitoring time budgets and deadlines for adherence.
Benefits
- health
- dental
- vision
- 401k
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What This Job Offers
Job Type
Full-time
Career Level
Principal
