Manager, Assurance Services - Financial Institutions

RubinBrown LLP is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity, and value. Our revenue is approximately $265 million with 1,000+ team members across locations in Chicago, Denver, Detroit, Kansas City, Las Vegas, Mumbai (India), Nashville, and St. Louis.

As a Manager, Assurance Services - Financial Institutions, you'll lead assurance engagements for banks and other financial institutions while serving as a trusted advisor to your clients. This role offers the opportunity to apply your technical accounting and regulatory expertise, deepen your industry knowledge, and make a meaningful impact through strong client relationships, team mentorship, and insights that strengthen financial reporting, risk management, and operations. With continued growth in our Financial Institutions practice, this position provides opportunities for career development and advancement within the firm.

Major 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.

Preferred Experience/Background/Skills

• Bachelor's degree in Accounting or related field required; Master's degree preferred.
• Active CPA required.
• 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.

Working Conditions

• Typical office hours are 8:00 a.m. to 5:00 p.m., Monday through Friday.
• Ability to work extra hours as determined by workload and client expectations.
• Hybrid model (2-3 days in the office per week).
• Travel will be most dependent upon office location. Travel may range from minimal to monthly.
• Ability to sit for long periods of time.
• Ability to move throughout office.
• Ability to lift, carry, push, pull up to 30-50 pounds.

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

RubinBrown is an independent member of Baker Tilly International, the 9th largest accounting and business advisory network in the world. For more information, visit www.RubinBrown.com.