Assurance Senior Manager - Financial Markets (Digital Assets/Lending/Capital Markets and/or Insurance)

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM is looking for an Assurance Senior Manager to join our growing national Financial Markets service line, which specializes in serving clients across digital assets (cryptocurrency), lending (banking and specialty finance), capital markets and broker deals, and insurance.

Job Responsibilities:

• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables 

• Assess risk along with design and communicate audit procedures to engagement teams 

• Understand and utilize RSM’s Audit Methodology 

• Manage multiple engagements, oversee engagement status and ensure maintenance of milestones of all projects 

• Understand skillsets and capabilities of Senior Associates, Supervisors and Managers and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process 

• Identify technical accounting matters early and assess impact on financial statements; coordinate with firm specialists as needed 

• Review work product of Senior Associates, Supervisors and Managers and communicate audit status to clients periodically and assess resources needed for project completion 

• Maintain contact with clients throughout the year to develop deeper relationships to better understand clients’ goals and strategies  

• Provide insightful business advice and present oneself as a trusted business advisor 

• Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives 

• Subscribe to and actively read industry publications and share relevant information with clients as considered applicable 

• Anticipate and address client concerns and escalate issues as they arise 

• Understand RSM’s lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm 

• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth  

• Manage profitability of projects, evaluate strategy for growth of the Firm 

• Ensure professional development through ongoing education  

• Keep abreast of latest developments as they affect GAAP and the Firm’s standards and policies 

• Willingness to travel 10% of the year, depending on your clients 

Minimum Qualifications:

• Bachelor’s degree in Accounting or other discipline. 

• Active CPA (or equivalent certification) required.

• 9+ years of recent assurance experience within a public accounting environment with extensive exposure to external audit engagements. 

• Proven experience leading and managing multiple audit engagements from planning through completion, including overseeing engagement teams, managing scopes. timelines, and budgets, and ensuring quality standards are met. 

• Excellent technical proficiency in accounting and auditing standards, including GAAP, CASs or other relevant regulatory requirements, with the ability to apply risk-based audit methodology, control testing, substantive procedures, and financial statement review.

• Ability to communicate clearly and professionally with firm personnel and clients, manage client relationships, respond to client needs, and address issues while building trust. 

• Proven client relationship and business development experience, with a history of building, maintaining, and growing sustainable client relationships, identifying opportunities to expand services, and delivering high-quality client service. 

• Applies sound business judgment, risk awareness, and ethical integrity to ensure audit quality, compliance, and independence, and to provide guidance to team members. 

• Excellent leadership and people-management skills, including mentoring, coaching, performance feedback, and supporting the career development of audit staff through the manager level. 

• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment. 

• Ability to work extended and/or non-standard hours during peak periods or as necessary to meet client, project, or firm business needs. 

• Ability to maintain consistent onsite presence during core business hours, regularly report to a firm office location, and travel to client sites as required, including access to reliable transportation.

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.   

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.