Manager, Assurance Services (Financial Institutions) na RubinBrown LLP

Founded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.

RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

Financial Institution Industry Group Overview

RubinBrown LLP’s Financial Institutions Industry Group is a growing industry providing specialized assurance, tax, and consulting services in Tennessee for over forty years.  We are proud to have assisted many of our clients in the original formation of their Bank and have been a trusted service provider ever since.

Position Overview

The Manager, Assurance Services – Financial Institutions Industry Group position oversees audits and/or attest services for banks, managing client relationships, and developing staff in the industry. This role combines technical accounting expertise with industry knowledge to deliver actionable insights, strengthen client relationships, mentor staff, and identify opportunities to improve operational and financial performance. Opportunities are available for advancement and growth as desired, as the financial institution industry is growing within the firm.

Major Responsibilities

Lead Industry-Specific Audit Engagements

• Plan, manage, and oversee assurance engagements for financial institution clients that range from $200 million to $4 billion in assets, ensuring projects are delivered on time, within budget, and in compliance with professional standards and regulatory requirements (FDICIA PCAOB, etc.).

Provide Specialized Technical Guidance

• Advise clients on complex industry issues including allowance for credit losses (CECL), loan and deposit accounting, investment securities, derivatives, fair value, and other financial institution-specific reporting and compliance matters.

Evaluate and Strengthen Internal Controls

• Assess clients’ controls over lending, deposit operations, investment activities, information technology, and regulatory compliance, recommending improvements to mitigate risk and enhance efficiency.

Review and Analyze Key Financial Statements

• Examine workpapers, financial statements, and disclosures for accuracy, completeness, and alignment with U.S. GAAP, regulatory reporting requirements (e.g., Call Reports), and RubinBrown’s quality expectations.

Manage Engagement Budgets & Timelines

• Develop engagement budgets, monitor progress, and ensure teams meet productivity and quality benchmarks while maintaining profitability.

Build Strong Client Relationships

• Serve as a primary point of contact for client leadership, delivering insights that support sound risk management, regulatory compliance, and long-term strategic decision-making.

Mentor and Develop Staff in Industry Best Practices

• Train and coach team members in both technical assurance skills and financial institution industry best practices, promoting professional growth and engagement.

Support Strategic Growth of the Industry Group

• Identify opportunities for cross-service collaboration (e.g., risk advisory, IT audit, regulatory compliance consulting, tax planning, and M&A advisory) and assist in expanding the Financial Institutions Industry Group’s client base and services provided.

Preferred Experience / Backgroud / Skills

• Active CPA license.
• Minimum 5 years of progressive public accounting experience, with significant focus and expertise in the financial institutions industry.

• Strong understanding of U.S. GAAP and AICPA auditing standards, and regulatory reporting requirements applicable to financial institutions (e.g., Call Reports, FDICIA, PCAOB standards).

• Proficiency in financial institution-specific accounting areas, including allowance for credit losses (CECL), loan and deposit accounting, investment securities, and fair value measurements.
• Experience with internal controls and processes over lending, deposits, investment activities, interest rate risk, and regulatory compliance.

• Knowledge of operational and financial processes within financial institutions including asset/liability management, credit risk, liquidity management, and capital adequacy.
• Work closely with partners on complex transactions and advisory services.
• Proven ability to manage engagement teams, mentor staff, and lead multiple concurrent projects.
• Demonstrated success in building strong client relationships, presenting findings to executives and audit committees, and providing actionable recommendations.
• Ability to identify process inefficiencies and provide solutions that improve risk management, regulatory compliance, and operational performance.
• Excellent written and verbal communication, with the ability to translate complex accounting issues into clear, business-focused advice.
• Skilled in audit software and the Microsoft Office suite.
• Ability to recognize cross-service opportunities and contribute to firm growth initiatives.

Working Conditions/Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The typical office hours are 8:00 a.m. to whenever the work is done
• Need to work extra hours as determined by the workload and client expectations
• Travel for this position could be up to 75%
• Ability to sit for long periods of time
• Ability to stand, stoop, kneel, crawl and move throughout office or client site
• Ability to lift, carry, push, pull up to 30 – 50 pounds
• Ability to speak English to communicate with clients, team members, etc
• Ability to function in quiet to moderate noise level
• Ability to function visually: close, distance, color or periphery
• Ability to wear Personal Protective Equipment, as needed

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

 EEO Employer W/M/Vet/Disabled