Assurance Manager (Financial Institutions)

Job Description

Job Description

When you work at Whittlesey, you join a diverse team that provides today’s business leaders with leading assurance, advisory, tax, and technology services.

Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA’s annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.

We have an exciting career opportunity for an Assurance Manager to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.

Our Culture

Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.

Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member’s unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.

Benefits and Work-Life Integration

Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department’s needs and a competitive paid time off program.

Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.

What you will be doing

• Lead collaboration with key team members, including auditors, analysts, and client representatives, to ensure alignment on engagement objectives and meet client expectations effectively.
• Participate in strategic planning with clients, conducting analyses and developing actionable plans to drive Firm revenue.
• Monitor audit profitability by recommending improvements to procedures and enhancing overall profitability.
• Establish and manage project budgets for audit services, ensuring financial targets are met throughout the engagement process.
• Review client billings to ensure accuracy and appropriateness of write-offs, assisting with overall billing management.
• Coordinate various phases of large engagements, managing staff requirements, scheduling, and logistics for seamless execution.
• Provide technical expertise and industry insights to team members, while facilitating meetings and presentations to clients to ensure effective communication and satisfaction.

What you must have

• Bachelor’s degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license required.
• Minimum five years of experience in assurance compliance. Industry specific knowledge may be required.
• Must possess a valid state driver’s license.

Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.

Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!