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Financial Services Assurance Lead
2 weeks ago
Cohen & Co is seeking an experienced lead assurance professional with a background in serving financial clients to join their national assurance practice.
Key Responsibilities:- Audit engagements for the financial industry, specifically mutual funds, exchange-traded funds, closed-end funds, and collective investment trusts
- Prepare and review of annual audit reports and act as a liaison with managers, audit staff, and other related parties
- Conduct audits and assist clients through the financial reporting process
- Bachelor's degree required
- 2-4 years of progressive audit experience in public accounting
- Experience working on investment-based clients (mutual funds, hedge funds, fund of funds) is preferred
- CPA license or working towards CPA required
- Audits will involve reviewing and verifying financial statements, evaluating internal controls, and testing transactions
- Candidates should have excellent analytical and problem-solving skills, as well as strong communication and interpersonal skills
