Manager, Assurance - Asset Management

The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements.

• Work with investment companies and registered investment advisors that use fair value accounting, like Private Equity Funds, Hedge Funds, Real Estate Funds, Common Trust Funds, Collective Investment Trusts, Family Offices, etc.
• Assist in managing, developing, and coaching professional staff
• Accurately complete and review audit engagements in a manner that meets professional technical requirements
• Adequately identify audit risks and problems through review to ensure audit engagements are completed with defendable files and documentation
• Consistently identify engagement and operating problems and provide timely solutions and consultation
• Manage multiple concurrent engagements without disruption or loss of control and within scheduled deadlines
• Manage multiple client relationships, billings, and resource needs
• Assist with business development and marketing activities by building personal referral sources and clientele while actively participating in team marketing opportunities
• Lead audit committee meetings and presentations
• Participate in speaking and article-writing opportunities