About the position
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Protiviti is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing Financial Services team. Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.
Responsibilities
- Partner with clients to solve complex business problems and provide impactful advice and solutions.
- Develop lasting relationships with client personnel and further these relationships through quality product delivery.
- Foster a network within the business community and serve as an ambassador of Protiviti in the market.
- Mentor, train, and coach Consultants and Senior Consultants to facilitate the successful completion of project work plans.
- Identify areas of business and process risk, and opportunities to improve efficiency, increase performance, and help clients manage risk.
- Participate in the preparation of client proposals and strategies to win new business.
- Monitor regulatory changes affecting trust operations and recommend necessary adjustments to internal policies.
- Assist in the development and execution of the annual audit plan.
Requirements
- Bachelor's degree in a relevant discipline (e.g., Accounting, Finance, or business-related field).
- 5+ years working in trust auditing, consulting, or related field, either in professional services or within the financial services industry.
- Demonstrated experience with conducting risk-based audits of trust accounts, fiduciary activities, and internal controls.
- Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint.
- Professional Certification such as CIFRS, CIA, or similar strongly preferred.
Nice-to-haves
- Interest in project management and team leadership.
- Ability to translate and communicate risk topics and audit issues to client personnel, including executives.
- Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching.
Benefits
- Medical, dental, and vision coverages.
- FSA and HSA healthcare accounts.
- Life and accident insurance.
- Adoption and fertility assistance.
- Paid parental leave up to 10 weeks.
- Short/long term disability.
- 401(k) savings and investment plan with an employer match of 50% on the first 6% of contributions.
- Choice Time Off (CTO) for vacation, personal needs, and sick time.
- Up to 20 days of CTO per calendar year.
- Up to 11 paid holidays each calendar year.
