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Assurance Principal – Healthcare & Life Sciences
CLA (CliftonLarsonAllen). Manage and develop relationships with great clients.
About the role
Key responsibilities & impact- Manage and develop relationships with great clients.
- Assume full responsibility for all services for clients in a book of business.
- Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
- Review and approve work papers prepared by staff.
- Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly.
- Review time budgets and deadlines, provide ongoing attention to client’s management, and attend final client meetings.
- Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations.
- Assist clients in obtaining necessary funding to continue to positively impact their community.
- Assist clients with meeting their audit and financial planning objectives by using a range of tools.
- Be creative with staff development, mentoring, and overseeing client engagement teams.
- Lead the engagement progress by monitoring time budgets and deadlines for adherence.
Requirements
What you’ll need- Bachelor's Degree in Accounting, Finance, or a related field
- Minimum of 10 years of public accounting experience with emphasis in financial statement preparation and audits
- CPA license required
Benefits
Comp & perks- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial statement preparationauditsengagement managementtime budgetingclient relationship management
Soft Skills
communicationmentoringleadershipcreativityproblem-solving
Certifications
CPA license