Manager, Assurance Services - Financial Institutions

RubinBrown Career•Chicago, IL

1d•Hybrid

About The Position

As a Manager, Assurance Services - Financial Institutions at RubinBrown LLP, you will lead assurance engagements for banks and other financial institutions, acting as a trusted advisor. This role offers the chance to utilize your technical accounting and regulatory expertise, enhance your industry knowledge, and make a significant impact through client relationships, team mentorship, and insights that improve financial reporting, risk management, and operations. The growing Financial Institutions practice provides opportunities for career development and advancement within the firm.

Requirements

Bachelor’s degree in Accounting or related field.
Active CPA required.
5+ years of progressive public accounting experience focused on financial institutions.
Strong knowledge of U.S. GAAP, AICPA standards, and financial institution regulatory reporting.
Experience with CECL, loans and deposits, investment securities, and fair value accounting.
Understanding of internal controls and regulatory processes across lending, deposits, and investments.
Knowledge of core banking operations, including credit risk, liquidity, capital, and asset/liability management.
Proven ability to lead engagements, mentor staff, and manage multiple projects.
Strong client relationship and presentation skills, including executive and audit committee communication.
Ability to identify process improvements and deliver practical, risk-focused solutions.
Excellent communication skills with the ability to translate technical issues into business insights.
Proficiency in audit software and Microsoft Office.
Ability to support firm growth initiatives.

Responsibilities

Lead assurance engagements for financial institution clients ranging from $200M to $8B in assets, ensuring timely, compliant, and on-budget delivery.
Advise clients on complex accounting and regulatory matters, including CECL, loans and deposits, investments, derivatives, and fair value.
Evaluate controls over lending, deposits, investments, IT, and regulatory compliance, recommending risk and efficiency improvements.
Review workpapers, financial statements, and disclosures for accuracy and compliance with U.S. GAAP, regulatory requirements, and firm standards.
Manage engagement budgets, staffing, and progress to meet quality, productivity, and profitability goals.
Serve as a primary client contact, providing insights that support risk management, compliance, and strategic decision-making.
Train and mentor team members on technical assurance skills and financial institution best practices.
Identify cross-service opportunities and support growth of the Financial Institutions Industry Group.
Assist in onboarding new engagements including developing client relations and service team members.