CliftonLarsonAllen is seeking an experienced Audit Senior for our Lexington, MA Client Service Location. The Senior specifically provides assurance services to clients. They perform significant audit and review engagements for clients, while building client relationships and assuring continued close personal attention to client needs. The Senior is also responsible for training and coaching new staff members in preparation to take on more complex assignments and additional engagements. The Senior demonstrates project leadership qualities by assuming supervisory role, and delegating work effectively. The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Service Specialization: Clients may be in any industry with a need for a technical expert, or the Senior may be industry focused. Service specialists focus development within a particular service (and sometimes a secondary service). These individuals possess a deep knowledge of a service first and foremost, which transcends multiple industries or one particular industry. S/he has a deep knowledge of the full suite of service capabilities CLA can provide and is capable of bringing their particular service to any client (knowing when to bring in other internal specialists).
Assurance: performs the detail work of audits, reviews, some compilations, and other assurance services for clients. S/he collects and analyzes data to detect deficient controls, duplicated effort, fraud, or noncompliance with laws, regulations, and management policies. S/he helps build detailed reports on audit findings. Supports multiple client engagements of varying size and complexity, on time and within budget, and communicates progress and audit results to supervisors. Keep manager/principal aware of engagement status and problem areas. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. Proactively interact and communicate with clients to gather information to ensure timely engagement wrap-up. Audit complex areas/transactions as well as prepare financial statements and related reports. May begin to direct small audits at the two-year level.
Supervisory: Schedule, delegate, and review the work of Associates. Supervise, train, and mentor Associates. The Senior works with a variety of Associates, Managers, Directors and Principals on assigned projects. S/he is involved in multiple client engagements that include a variety of different reporting relationships. S/he reports directly to a Director or Principal and may receive work direction from a Manager. S/he may also be in a position to delegate work to Associates on routine engagements. The Senior continues to work with a mentor for professional and career development.
Technical Competencies: General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data. Understand internal software systems including Pfx Fixed Assets, GoFileRoom, Pfx Engagement, Pfx Tax, etc. Proficiency with Microsoft (MS) Windows and Office products. Key Behavioral Competencies The Senior must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below.
Leading with Impact: Sets an example and exhibits behaviors for others to emulate.
Entrepreneurial Grit: Expresses new ideas to creatively and innovatively deliver quality service.
Ownership Mindset: Engineers productive change and positive results.
Client Excellence: Understands the client's perspective and helps others to complete high quality work.
People Development: Takes ownership of career development and begins mentoring others.
Clear Communication: Engages others through effective communication methods.
Teamwork & Collaboration: Encourages collaboration and actively solicits the ideas and opinions of others.
Growing the Business: Focuses efforts on managing work and key relationships to exceed expectations. Minimum Required Experience, Education, and Certifications
Experience: A minimum of two years of experience as an Associate, preferably working with banks and credit unions.
Education: Bachelor's degree in Accounting, Finance, or related field.
Certifications/Licenses: Eligible to sit for CPA exam
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.