Auditor
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Accounting
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Finance & Banking
Job Description & How to Apply Below
We are seeking an experienced Associate in Asset & Wealth Management Audits to support a leading professional services organization within its Assurance practice. This role is ideal for auditors with strong experience in external audit engagements focused on the Asset & Wealth Management (AWM) industry, including investment management, private equity, hedge funds, mutual funds, and related financial services organizations. Candidates with Big 4 public accounting experience will be given top consideration.
We will also strongly consider professionals with significant Asset & Wealth Management audit experience from other public accounting firms. This is a 5-month 100% remote contract opportunity with the potential for extension or full-time conversion based on business needs and performance.
- Execute and support external audit engagements for clients within the Asset & Wealth Management sector.
- Evaluate financial statements and disclosures in accordance with U.S. GAAP, U.S. GAAS, PCAOB standards, and applicable regulatory requirements.
- Identify, assess, and document financial reporting and audit risks.
- Perform substantive testing, analytical procedures, and control evaluations across various audit areas.
- Collaborate with engagement teams to deliver high-quality audit services and meet client deadlines.
- Communicate findings, recommendations, and audit observations to internal teams and client stakeholders.
- Assist with the planning, execution, and completion of audit engagements.
- Analyze complex accounting and financial reporting matters relevant to the investment management industry.
- Leverage technology, automation, and data analytics tools to improve audit efficiency and effectiveness.
- Work with large datasets and utilize data visualization and reporting tools to provide meaningful insights.
- Build and maintain strong client relationships while ensuring exceptional service delivery.
- Bachelor's Degree in Accounting or a related field.
- Minimum of 3 years of external audit experience.
- Significant experience auditing clients within the Asset & Wealth Management industry.
- Strong knowledge of:
- U.S. Generally Accepted Accounting Principles (GAAP)
- U.S. Generally Accepted Auditing Standards (GAAS)
- PCAOB auditing standards
- Financial reporting and technical accounting requirements
- Experience participating in or leading audit engagement teams.
- Excellent analytical, communication, and problem-solving skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Experience with a Big 4 accounting firm (PwC, Deloitte, EY, or KPMG).
- Certified Public Accountant (CPA) designation or progress toward certification.
- Prior experience auditing:
- Asset Managers
- Investment Advisors
- Mutual Funds
- Private Equity Funds
- Hedge Funds
- Alternative Investment Vehicles
- Experience utilizing audit automation, data analytics, and digitization tools.
- Proven ability to leverage technology to improve audit quality and operational efficiency.
The ideal candidate is a collaborative audit professional who thrives in a client-facing environment and brings a strong understanding of the unique accounting, regulatory, and reporting requirements within the Asset & Wealth Management sector. You should be comfortable working with complex financial data, navigating challenging audit issues, and delivering high-quality results while partnering effectively with clients and engagement teams.
Job Type & LocationThis is a Contract position based out of Charlotte, NC.
Pay and BenefitsThe pay range for this position is $70.00 - $75.50/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications,…
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