BerryDunn — Assurance, Tax and Consulting Logo

BerryDunn — Assurance, Tax and Consulting

Audit Manager - Financial Services

Posted 9 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Waltham, MA, USA
100K-130K Annually
Senior level
In-Office or Remote
Hiring Remotely in Waltham, MA, USA
100K-130K Annually
Senior level
Manage financial services audit, review, compilation, and related engagements; coordinate staffing and workflows; maintain client relationships; analyze financial statements; recommend business and process improvements; support proposals and business development; and supervise, mentor, and evaluate associates and interns.
The summary above was generated by AI
Overview

BerryDunn is seeking an experienced and relationship-focused Audit Manager to join our Financial Services Practice Group. In this role, you’ll lead audit, review, compilation, and related engagements for financial services clients while building strong client relationships, coaching developing professionals, and contributing to a collaborative team that values quality, curiosity, and practical problem-solving. This is a great opportunity for someone who enjoys working directly with clients, developing others, and growing their career within a supportive public accounting environment. This position may be based in Waltham, MA; Manchester, NH; New Haven, CT; Bangor, ME; Portland, ME; or remotely. 


Travel Expectations: Travel expectations for this position are minimal, less than 10%

You Will
  • Manage, direct and monitor multiple client engagements; schedule and coordinate workflow and staffing for projects and engagements. 
  • Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively. 
  • Research and analyze financial statements and related issues utilizing electronic databases and employ software to audit, review and compile financial information, as well as possess the ability to document conclusions developed during the engagement. 
  • Consult, work with, and service clients to make recommendations on business improvement and process improvement and serve as a business advisor to clients. 
  • Team with Principals and other Senior Managers on proposals and business development activities 
  • Supervise, lead, and mentor associates and interns on engagements and assess performance of staff. 
  • Participate in personal and professional development sessions on a regular basis. 
You Have
  • BS/MS degree in Accounting 
  • 6+ years of progressive public accounting experience, preferably with financial services clients (banks, credit unions, broker-dealers, etc.)
  • CPA license 
  • Excellent technical skills, including an understanding of professional rules, and regulations
  • Highly evolved analytical and problem solving ability   
  • Proven supervisory and training success 
  • Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment 
  • Excellent communication and client service skills 
  • Excellent interpersonal, relationship building and organizational skills 
Compensation Details

The base salary range targeted for this role is $100,000 - $130,000.  This position may also be eligible for a discretionary annual bonus based on factors such as company and personal performance.  This salary range represents BerryDunn’s good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.

BerryDunn Benefits & Culture

Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what’s expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn.


We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact [email protected] to request an accommodation.


We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

 

About BerryDunn

BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm’s tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. 

BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. The firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com.


#BD_ATA

BerryDunn — Assurance, Tax and Consulting Waltham, Massachusetts, USA Office

51 Sawyer Road, Waltham, United States, 02453

Similar Jobs

An Hour Ago
Remote or Hybrid
USA
124K-155K Annually
Senior level
124K-155K Annually
Senior level
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Leads pricing advisory and sales operations for B2B SaaS, including deal structuring, commercial strategy, value-based pricing, financial modeling, price book management, enablement, and pricing optimization. Partners cross-functionally with Sales, Product, Marketing, Finance, Deal Desk, and Legal to improve commercial processes, pricing decisions, and sales productivity.
Top Skills: SalesforceSalesforce CpqZuora
An Hour Ago
Remote or Hybrid
USA
74K-88K Annually
Junior
74K-88K Annually
Junior
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Drive new business sales for BlackLine’s SaaS platform to mid-market accounting and finance teams. Responsibilities include prospecting, pipeline development, quota attainment, discovery, presentations, negotiations, forecasting, Salesforce documentation, territory planning, and collaboration on RFPs, demos, contracts, and implementations. The role requires selling finance or accounting software, building executive relationships, traveling within North America, and maintaining customer satisfaction.
Top Skills: Blackline ApplicationsSaaSSalesforce
An Hour Ago
Remote or Hybrid
USA
112K-140K Annually
Senior level
112K-140K Annually
Senior level
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Sells SaaS accounting software services by consulting with customers, estimating implementation effort, developing Statements of Work, and guiding sales-to-implementation handoffs. Builds services sales pipelines, supports solution demonstrations, aligns cross-functional teams, manages forecasts and KPIs, and contributes to go-to-market materials. Requires accounting software knowledge, consultative selling ability, project estimation expertise, and experience drafting and negotiating SOWs.
Top Skills: Accounting SystemsBlacklineCrm ToolsProject Management SoftwareSaaS

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account