CLA (CliftonLarsonAllen) Logo

CLA (CliftonLarsonAllen)

Assurance Manager or Director - Financial Services Group (FSG)

Posted 20 Days Ago
Be an Early Applicant
In-Office
Dallas, TX
Senior level
In-Office
Dallas, TX
Senior level
Leads audit and assurance engagements for financial institution clients from planning through completion. Manages client relationships, budgets, timelines, quality standards, internal control assessments, and deliverables. Coaches and develops team members, supports recruiting and retention, and contributes to business development through client relationship expansion and growth opportunities. Ensures profitable, high-quality engagement execution and exceptional client service.
The summary above was generated by AI

CLA is seeking an Assurance Manager or Director to join our growing Financial Services Group. In this role, you will lead assurance and audit engagements for financial institution clients, delivering high-quality audit, review, and compilation services while serving as a trusted advisor to clients while driving engagement quality, team development, and exceptional client service. This role can be based in one of our strategic growth markets, including Indianapolis, St. Louis, or Dallas.

How you'll create opportunities in this Assurance Manager or Director role:

  • Lead and manage audit and assurance engagements from planning through completion.

  • Serve as a primary client contact, providing proactive guidance and maintaining strong client relationships.

  • Oversee engagement budgets, timelines, and quality standards.

  • Review audit plans, internal control assessments, and engagement deliverables.

  • Mentor, coach, and develop team members through ongoing feedback and professional development.

  • Support recruiting, onboarding, and retention of top talent.

  • Contribute to business development efforts by strengthening existing client relationships and identifying growth opportunities.

  • Deliver operational excellence while ensuring profitable engagement execution and an exceptional client experience.

What you will need:

  • 6 years of relevant experience required

  • Experience in a large professional services or public accounting firm, driving strategic management preferred

  • Bachelor’s degree in Accounting or related field is required.

  • CPA required

#LI-MFD1


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
Click here to learn about your hiring rights.


Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.

CLA (CliftonLarsonAllen) Livingston, New Jersey, USA Office

Livingston, United States

CLA (CliftonLarsonAllen) New York, New York, USA Office

New York, United States

Similar Jobs

7 Minutes Ago
In-Office or Remote
123K-194K Annually
Senior level
123K-194K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Manage post-sales relationships with mid-market and enterprise customers, serving as a trusted advisor and driving adoption, value realization, expansion, and retention. Develop success plans, conduct executive business reviews, identify risks, coordinate with account teams, demonstrate Atlassian solutions, and provide customer feedback internally. The role requires strong SaaS customer success expertise and proficiency with Jira, Confluence, Gainsight or similar CRM tools, Salesforce, and Tableau.
Top Skills: ConfluenceGainsightJIRASalesforceTableau
An Hour Ago
In-Office
Junior
Junior
Financial Services
Collects past-due consumer, commercial, and real estate loans through empathetic communication across phone, email, text, chat, and letters. Researches accounts, validates loan and financial information, locates responsible parties, negotiates payment arrangements, processes resolutions, documents collection activity, and ensures compliance with debt-collection laws and credit union policies. Uses collections and financial systems, supports loan servicing, and contributes to process and system improvements.
Top Skills: Billing SystemsChatCollections Management SystemsEmailExcelMember Relationship Management SystemsMicrosoft Office SuiteOutlookPayment PlatformsTelephone SystemsText MessagingWord
15-20 Hourly
Junior
eCommerce • Fashion • Retail • Sales • Wearables • Design
Supports store sales and customer service by welcoming clients, operating POS and cash wrap, promoting products and gift cards, processing shipments, maintaining inventory and stockroom organization, replenishing merchandise, executing visual merchandising updates, and following loss prevention and housekeeping standards. Requires flexible availability, physical ability to handle merchandise, and strong communication and organizational skills.
Top Skills: InternetIpadLaptopMobile PosPosWalkie-Talkie

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account