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Senior Audit & Assurance Associate
Atherton & AssociatesSenior Audit & Assurance Associate at Atherton & Associates in Modesto, CA. Preparing financial statements and managing client relationships while ensuring service quality and compliance.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial statement preparation, compliance processes, and client relationship management while effectively managing multiple priorities in a fast-paced environment. Proficient in project management and analytical skills, with a commitment to service quality and professional growth.
Highest-signal resume keywords
B.A./B.S. Degree In AccountingCPA Exam EligibilityFinancial Statement PreparationClient Relationship ManagementProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationCompliance Process UnderstandingAnalytical SkillsResearch Technology Tools MasterySelf-Review of Work
Soft Skills
Interpersonal SkillsOral Communication SkillsWritten Communication SkillsAdaptabilityTeamwork
Tools & Technologies
Firm’s SoftwareResearch Technology Tools
Certifications & Qualifications
CPA Exam Eligibility
Industry Keywords
Assurance Associate ExperienceService QualityProfessional Growth ActivitiesMulti-TaskingCore Values
About the role
Key responsibilities & impact- Ability to focus on complex tasks, understand the Firm’s comprehensive compliance process and persevere to bring work to completion for review.
- Prepares financial statements, organizes work papers, maintains open items list, and conducts self-review of work before submission to reviewer.
- Takes responsibility for service quality, thoroughness, and accuracy.
- Trains, monitors and develops associates.
- Client relationship contact and management as necessary.
- Develops or offers a proposed solution when communicating an issue.
- Works autonomously under the pressure of tight deadlines and multiple priorities.
- Demonstrates ability to learn from mistakes and change approach/actions.
- Seeks feedback to learn and develop in role.
- Works effectively and builds relationships with client service team.
- Proactively informs engagement team of work status and requests information from client as needed.
- Recognizes the importance of professional growth activities of the firm and starts to develop a peer network.
- Ability to organize facts, analyze and interpret information/research according to client circumstances.
- Identifies and develops alternatives for issues and consults with engagement team.
- Masters the Firm’s software, research technology tools and related products to accomplish work efficiently.
- Able to work extended hours as needed during peak busy periods or as needed to meet deadlines.
Requirements
What you’ll need- B.A./B.S. degree in accounting.
- Adequate semester units to sit for the CPA exam.
- Minimum one year as assurance associate or equivalent work experience.
- Ability to lead, prioritize, thrive, and adapt in a fast-paced, dynamic environment.
- Excellent project management, analytical, interpersonal, oral, and written communication skills.
- Superior client service with the ability to manage multiple responsibilities simultaneously (multi-task)
- Has a strong conviction and holds to the Firm’s core values of Integrity, Commitment, Excellence, Innovation, and Teamwork
Benefits
Comp & perks- Competitive pay starting at $33 / Hour
- Comprehensive medical coverage
- 401(k) + employer match
- Health + childcare FSA
- Seasonal flex days
- CPA exam perks
- Team events
- Vacation, sick + holiday PTO
- “Dress for Your Day” policy
- Volunteer opportunities
- Career Advancement Paths
- Mentorship