• Ensure all audit engagements are delivered using the firm's methodologies and following professional standards and regulatory requirements.
• Manage client relationships, ensuring effective communication and delivery of value-added services.
• Be a pro-active team leader, managing teams efficiently and ensuring training, development and mentoring are delivered to junior colleagues.
• Deliver pitches for new business, and network effectively as part of the wider business development strategies in place
• Leading the delivery of audits, including planning, execution, reporting and follow-up activities
• Take responsibility for delivering audits on time and within budget with a high degree of autonomy
• Executing robust and high-quality assessments of control adequacy and effectiveness in line with the current audit methodology
• Produce high-quality audit reports, clearly articulate the risks and root causes, and detail recommendations
• Contributing to annual audit planning by bringing insights and challenges to the management of key risks
• Promoting the continuous improvement of risk management and control processes

Skills: Audit Methodology Adherence, Client Relationship Management, Team Leadership, Business Development, Audit Execution, Autonomous Project Management, Control Assessment, Reporting

• Play a key role in business development by identifying new business opportunities within the existing client base
• Strive to continuously improve by attending professional development initiatives, networking events, and training seminars
• Take responsibility for actively contributing to talent acquisition.
• Lead multiple client engagements to provide timely client deliverables and effective budget management
• Consult, work with, and service clients to make recommendations on business improvement
• Proactively communicate with clients, Partners, and team members to manage engagements and expectations
• Manage, develop, and engage team members by providing immediate feedback and by sharing extensive knowledge and experience.
• Offers the opportunity to work with clients across various industries within the commercial group
• Participate in firm administration and management by leading business development efforts in the Massachusetts market
• Adept at building internal and external relationships with a focus on business development
• Take responsibility for managing multiple engagements to a successful and efficient completion

Skills: Business Development, Continuous Improvement, Talent Acquisition, Project Management, Consulting Skills, Communication, Team Development, Relationship Building

• Join the firm's audit department and take ownership of a portfolio of corporate clients. 
• Work with the director group to assist with the firm's growth agenda, implementing and driving new initiatives
• Manage a handful of assignments at once, monitor the financial performance of the department, inspire and mentor the wider audit team. 
• Take an active role in business development and tendering for new work to help the firm achieve its growth goals.
• Responsibility for the reliability and integrity of financial and operational information
• Take responsibility for internal control and process design
• Adequacy of, and compliance with, policies, plans, standards, laws and regulations
• Efficiency in the accomplishment of objectives and goals established for the company and projects
• Take responsibility for effectiveness and efficiency in the use of resources
• Run departmental initiatives such as talent development, planning resources and dates of the annual audit plan, etc.

Skills: Audit Portfolio Management, Leadership and Mentoring, Business Development, Financial Monitoring and Analysis, Internal Control and Process Design, Compliance Management, Resource Management, Initiative and Project Management

• Provide management over a portfolio of clients and deliver high-quality audit services
• Evaluate clients’ internal controls design and identify key risks and controls
• Develop and/or review audit programs and benchmark financial and operational processes and controls as well as perform control optimization
• Review and ensure completeness and quality of staff work and compliance with all statutory and/or regulatory requirements of the engagements
• Coach, motivate and develop team members to attain experience that cultivates technical competencies
• Manage staff performance, conduct timely performance reviews, and provide performance feedback
• Stay current on technical and industry developments and standards while evaluating potential impacts on their client engagements
• Take responsibility for fully versed in the firm’s history and service offerings
• Participation in the firm’s marketing and recruitment efforts including candidate assessment
• Build strong working relationships with key internal and external stakeholders and raise awareness and profile of the Risk Management Group

Skills: Client Portfolio Management, Internal Controls Evaluation, Audit Program Development, Quality Assurance Oversight, Team Leadership and Development, Performance Management, Technical Expertise, Firm Knowledge and Representation

• Review audits, reviews and compilations for clients in various industries including not-for-profit and middle-market private
• Review financial statements and disclosures for appropriateness in form, content, completeness, and accuracy
• Review required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
• Manage multiple engagements simultaneously, and prepare a final product that requires minimal review by partners
• Stay current on technical and industry developments and standards while evaluating potential impacts on their client engagements
• Conduct research, consult with team members, draw conclusions and prepare memos based on target issues
• Oversee Seniors and Staff coordinating the day-to-day duties of planning, fieldwork and wrap-up
• Review financial statements, and work papers and evaluate internal controls
• Primary client contact and liaison for complex issues that staff are unable to resolve
• Communicate effectively with clients and develop positive relationships with client personnel

Skills: Audit Review, Financial Statement Analysis, Communication Skills, Project Management, Continuous Learning, Research and Analysis, Leadership and Supervision, Client Relationship Management

• Experience in internal audit and/or equivalent experience with the financial services industry, related markets, and related regulatory agencies.
• Experience working with the financial industry regulators, including OCC, FRB, and FINRA and responding to regulatory requests.
• Proven managerial skills necessary to successfully administer a core support and critical regulatory relationship function
• Possesses strong project management skills (within internal audit functions) and exhibits initiative and intuitive thinking
• Knowledge of online banking, private banking, retirement plan accounts, unclaimed property and escheatment
• Knowledge of tax operations, legal document processing, and corporate social responsibility.
• In-depth knowledge of Internal or external audit or risk management experience
• Deep knowledge of risk assessment, audit methodology, and audit execution
• Demonstrated proficiency in technology for assigned areas (MS Office, audit data analytics, etc.).
• Exhibits effective communication (both verbal and written), negotiation and presentation skills
• Strong interpersonal skills, and ability to engage with all levels of internal audit and business line management.

Qualifications: BA in Accounting with 7 years of Experience

• Self-starter with the ability to handle and manage multiple priorities
• Must have current CPA designation
• Recent audit experience working in public accounting
• Ability to respond to common inquiries from clients, regulatory agencies, or members of the business community
• Skilled at preparing complex client correspondence including recommendations, technical issues and proposals
• Ability to read, analyze and interpret common technical journals, financial reports and legal documents
• Must have excellent verbal and written communication skills, i.e. client presentations, industry articles, etc.
• Strong organizational, problem-solving, and analytical skills
• Reliable transportation with the ability to travel to client sites and other office locations
• Computer proficiency and effectively applying technology tools in assigned areas including Microsoft Office suite and audit software
• Working experience OMB A-133 audit with the ability to create and properly monitor engagement budgets

Qualifications: BA in Finance with 5 years of Experience

• Extensive experience performing audits of retail and commercial deposits (product management, pricing, portfolio management, deposit operations, and regulatory compliance)
• Experience in branch banking, call/contact center operations, client onboarding and information maintenance, and fraud management. 
• Employs strong critical thinking skills to identify pragmatic recommendations 
• Experience interacting with the Executive Committee Leadership, control function leadership, and compliance subject matter experts.
• Process-oriented couple with a strong ability to develop appropriate program-enhancing strategies.
• Relevant experience in successfully building out and managing a team.
• The ability to serve as a subject matter expert in a discipline or industry
• Demonstrates excellence in most advanced technical skills with the ability to meet strict deadlines.
• Effectively communicates all technical material to clients, verbally and in writing
• Proficient in the use of necessary discipline software and applications.
• Demonstrates excellence in client service and business acumen

Qualifications: BA in Business Administration with 8 years of Experience

• Strong verbal and written communication skills, to effectively present to peers and business management.
• Strong auditing knowledge of banking and back office functions that support banking activities
• Ability to exhibit integrity and trust, and leadership skills needed to convey ideas and obtain management buy-in for constructive change.
• Strong understanding of internal auditing standards, COSO and risk assessment practices.
• Strong working knowledge of banking industry laws and regulations
• Understanding of the principles of Operational Risk, Market Risk, Credit Risk, and Liquidity and Funding Risk.
• Ability to work independently and with varying team members, and multitask by prioritizing critical
• Experience in planning integrated business audits with technology auditors.
• Ability to apply agile methodology and best practices to audit engagements.
• Experience in coaching and/or mentoring others, recommending/implementing innovative solutions to improve processes.
• Experience in the use of data visualization and reporting, e.g. Tableau, Alteryx
• Solid understanding of internal control concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions.

Qualifications: BA in Economics with 6 years of Experience

• CFA or other relevant investment operation and fund accounting/reporting qualifications or advanced degree (e.g. MBA)
• Significant management experience with audit, risk, or controls (i.e. operational audits, internal audits, advisory/consulting, controls/compliance/legal) 
• Expertise in risk management, the financial services industry, and middle office activities
• Supervisory experience with the ability to present findings and industry insights to senior leaders across the company.
• Strong conceptual thinking aptitude and ability to persuade and influence others.
• Demonstrated ability to work in a complex, dynamic, and fast-paced environment 
• Strong interpersonal skills, including written and verbal communication
• The willingness to assist in areas outside of direct assignments and commitment to self-improvement and completion of team objectives.
• Experience in situations requiring diplomacy with strong negotiation skills.
• Excellent relationship skills and client-focused mindset.
• Strong inherent project execution skills, including prioritizing tasks, balancing workload between multiple projects, anticipating next steps, and adapting to changing situations and project scope.

Qualifications: BA in Management Information Systems with 9 years of Experience