Audit Partner - Financial Services - Asset Management

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RSM has an exciting opportunity for an Audit Partner to join our Asset Management practice in California. RSMs Financial Services practice combines our resources experience and deep industry knowledge in Asset Management Specialty Finance and Fintech with a high level of partner attention and customized service delivery. Drawing on this perspective and relevant experience with other issuer clients our curated teams are well positioned to properly focus on each Financial Services company audit.

Responsibilities:

• Serve as Audit engagement leader and/or client service coordinator managing the auditing of all required financial statements related disclosures and other client deliverables

• Manage multiple engagements oversee engagement status and ensure maintenance of milestones of all projects for clients in Financial Services Asset Management Specialty Finance and Fintech space

• Identify technical accounting matters early and assess impact on financial statements; coordinate with firm specialists as needed

• Review work product and communicate audit status to clients periodically and assess resources needed for project completion

• Maintain contact with clients throughout the year to develop deeper relationships to better understand clients goals and strategies

• Manage profitability of projects evaluate strategy for growth of the Firm

• Assess risk along with design and communicate audit procedures to engagement teams

• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth

• Provide insightful business advice and present oneself as a trusted business advisor

• Understand skillsets and capabilities of team members and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process

• Develop others within the Firm through facilitating levels based or industry training advising on career development or participating in other Firm initiatives

• Anticipate and address client concerns and escalate issues as they arise

• Ensure professional development through ongoing education

• Keep abreast of latest developments as they affect GAAP and the Firms standards and policies

Required Qualifications:

• BS/BA Degree in Accounting or equivalent degree

• CPA Certification

• 12 years of current or recent audit experience in a public accounting environment with a focus in auditing financial services clients

• 8 years experience auditing companies and related organizations in Financial Services Asset Management Banking Specialty Finance or Fintech

• A proven record of building profitable sustainable client relationships

• A successful record of directing and deploying team members on multiple simultaneous engagements

• Understanding of audit services with knowledge of GAAP GAAS and FASB regulations

At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past current or prospective service in the US uniformed service; US Military/Veteran status; predisposing genetic characteristics or any other characteristic protected under applicable federal state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application interview or otherwise participate in the recruiting process please call us ator send us an email at .

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law including but not limited to the California Fair Chance Act the Los Angeles Fair Chance Initiative for Hiring Ordinance the Los Angeles County Fair Chance Ordinance for Employers and the San Francisco Fair Chance Ordinance. For additional information regarding RSMs background check process including information about job duties that necessitate the use of one or more types of background checks click here.