Assurance Staff – Credit Union Practice

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Assurance Staff – Credit Union Practice

Columbus, OH

Organization: GBQ

Salary: based on experience

THE OPPORTUNITY

  • Are you looking to empower your growth?
  • Do you have strong financial services knowledge that you wish to utilize in a fast-growing public accounting firm?
  • Does a client-facing role appeal to you?

 

ABOUT THE COMPANY

GBQ has been a top performing tax, accounting, and consulting firm for more than 69 years. They are driven by the outcomes of changing the lives with and for whom they work. GBQ believes in empowering the growth of employees, communities, and their clients’ businesses. This purpose is at the core of everything they do. GBQ has four locations throughout Ohio.

 

KEY RESPONSIBILITIES (JOB SUMMARY)

The staff auditor will actively participate in the assurance engagement process by conducting financial statement audits, agreed-upon procedures, or other assurance projects for clients in the Credit Union industry. Additionally, they will focus on four major initiatives established by the Firm: Profitability, Practice Growth, Client Focus, and Brand Culture/Development.

TASKS:

  • Assist in the execution of audit, agreed-upon procedures and other assurance engagements.
  • Perform analysis and testing of account balances and internal controls.
  • Prepare financial statements, including significant account policy descriptions and footnotes to financial statements as well as other related reports and documents.

PROFITABILITY:

  • Complete assignments within established budget for assigned areas.
  • Achieve charge hour budget and minimum billable hours as set by the Firm.
  • Participate in non-client initiatives to improve firm administration.
  • Consistently utilize all firm and department software efficiently.
  • Complete accurate, neat, organized workpapers that are free of basic grammatical, spelling and calculation errors.

PRACTICE GROWTH:

  • Represent the Firm and build relationships by participating in external activities.
  • Develop and demonstrate strong leadership skills.
  • Demonstrate excellent written and verbal communication skills.
  • Interact with current and prospective clients, develop cross-selling skills and identify new opportunities for the practice.

CLIENT FOCUS:

  • Develop and display knowledge of GAAP, GAAS and demonstrate good judgment.
  • Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
  • Work in partnership with other team members and client personnel to help ensure efficient flow of information from client to audit team.
  • Comprehend new, complex issues and perform basic research to solve complex problems.

BRAND CULTURE/DEVELOPMENT:

  • Exemplify Brand Attributes of the Firm.
  • Comply with all policies and procedures of the Firm.
  • Demonstrate ability to work in a team environment and develop solutions-based approaches to client and team needs.
  • Consistently seek feedback on performance from supervisors to develop and enhance professional and technical skills.

 

IDEAL CANDIDATE QUALIFICATIONS AND EXPERIENCE

  • BA or BS in accounting or a related field.
  • Must be actively pursuing the CPA exam or be eligible to sit for the CPA exam.
  • Strong proficiency in the use of technology and basic PC applications (Excel, Word).
  • 1+ year of financial audit experience preferred.

 

KEY PERSONAL ATTRIBUTES

  • Team-oriented professional.
  • Can handle multiple deadlines with ease.
  • Ability to manage a number of projects at once.
  • Thrives on connections to grow clientele.

 

THE PAYOFF

The Staff Auditor will be an integral professional who will help grow the business to reach new heights for GBQ.

 

DIVERSITY/INCLUSION STATEMENT

Gilman Partners is committed to strengthening leadership teams and elevating the talent in our communities – and that means all qualified applicants will receive consideration without regard to race, ability, religion, sex, age, sexual orientation, gender identity/expression, or national origin. You don’t have to meet every qualification in this job description to apply. If you’re drawn to the position and believe your experience makes you a good fit, we encourage you to reach out.