Staff auditor, Financial Reporting
Listed on 2026-07-15
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Finance & Banking
Financial Reporting, Financial Compliance, Auditor Accountant -
Accounting
Financial Reporting, Financial Compliance, Auditor Accountant
Staff Auditor
Location: Melville, NY (On-site 3-4 days/week)
Industry Focus: Mortgage Banking, Private Debt Funds, Depositories, and Credit Unions
Employment Type: Full-Time
Salary Range: $75,000 – $100k (based on years of exp)
- Bonus: Discretionary, based on performance (can be up to 20%)
- Benefits: Unlimited PTO, CPA support, career growth opportunities
My client is a fast‑growing financial services advisory firm specializing in niche verticals such as mortgage banking, private debt funds, depositories, and credit unions. The firm places a high value on client relationships, integrity, and developing strong internal talent. With ~90 employees across three offices, they offer the stability of a well‑established firm and the agility of a closely held team.
WhoWe're Looking For
This is a great opportunity for someone currently in a Big 4 or mid‑tier public accounting firm who wants more visibility, a better work‑life balance post‑busy season, and room to grow in a specialized financial services firm.
Responsibilities- Assist in audits of financial institutions and related entities
- Perform substantive audit testing and document findings
- Collaborate with seniors and managers to execute audit plans
- Engage with clients as needed, particularly during busy season
- At least 2 busy seasons of public accounting audit experience
- Strong understanding of audit methodology
- Excellent communication and organizational skills
- Willingness to work on‑site in Melville, NY 3–4 days/week
- Ambition to pursue a CPA license (if not already licensed)
- Experience with financial services clients (mortgage banking, private debt funds, etc.)
- ICFR (Internal Controls over Financial Reporting) experience — this is a big plus
- CPA license or parts passed for senior‑level
- Work Schedule:
Heavy hours during Q1 (Jan–April), lighter in summer - Travel:
Minimal — 3–5 times/year, mostly local; Q1 concentrated - Culture:
Collaborative, family‑first, client‑focused. High performers are rewarded generously - Career Path:
Seniors can grow into Managers with more opportunities and compensation than at larger firms
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