.png){kind=logo}
CLA (CliftonLarsonAllen)
Assurance Manager or Director - Financial Services Group (FSG)
CLA is seeking an Assurance Manager or Director to join our growing Financial Services Group. In this role, you will lead assurance and audit engagements for financial institution clients, delivering high-quality audit, review, and compilation services while serving as a trusted advisor to clients while driving engagement quality, team development, and exceptional client service. This role can be based in one of our strategic growth markets, including Indianapolis, St. Louis, or Dallas.
How you'll create opportunities in this Assurance Manager or Director role:
Lead and manage audit and assurance engagements from planning through completion.
Serve as a primary client contact, providing proactive guidance and maintaining strong client relationships.
Oversee engagement budgets, timelines, and quality standards.
Review audit plans, internal control assessments, and engagement deliverables.
Mentor, coach, and develop team members through ongoing feedback and professional development.
Support recruiting, onboarding, and retention of top talent.
Contribute to business development efforts by strengthening existing client relationships and identifying growth opportunities.
Deliver operational excellence while ensuring profitable engagement execution and an exceptional client experience.
What you will need:
6 years of relevant experience required
Experience in a large professional services or public accounting firm, driving strategic management preferred
Bachelor’s degree in Accounting or related field is required.
CPA required
#LI-MFD1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
CLA (CliftonLarsonAllen) Danville, California, USA Office
Danville, United States
CLA (CliftonLarsonAllen) San Jose, California, USA Office
San Jose, United States
CLA (CliftonLarsonAllen) Walnut Creek, California, USA Office
Walnut Creek, United States
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
