Manager, Assurance Services; Financial Institutions

Overview

Founded in 1952, Rubin Brown LLP is one of the nation’s leading accounting and professional consulting firms. The Rubin Brown name and reputation are synonymous with experience, integrity and value. Rubin Brown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

Financial Institution Industry Group Overview

Rubin Brown LLP’s Financial Institutions Industry Group is a growing industry providing specialized assurance, tax, and consulting services in Tennessee for over forty years. We are proud to have assisted many of our clients in the original formation of their Bank and have been a trusted service provider ever since.

Position Overview

The Manager, Assurance Services – Financial Institutions Industry Group position oversees audits and/or attest services for banks, managing client relationships, and developing staff in the industry. This role combines technical accounting expertise with industry knowledge to deliver actionable insights, strengthen client relationships, mentor staff, and identify opportunities to improve operational and financial performance. Opportunities are available for advancement and growth as desired, as the financial institution industry is growing within the firm.

• Plan, manage, and oversee assurance engagements for financial institution clients that range from $200 million to $4 billion in assets, ensuring projects are delivered on time, within budget, and in compliance with professional standards and regulatory requirements (FDICIA PCAOB, etc.).

• Advise clients on complex industry issues including allowance for credit losses (CECL), loan and deposit accounting, investment securities, derivatives, fair value, and other financial institution-specific reporting and compliance matters.

• Assess clients’ controls over lending, deposit operations, investment activities, information technology, and regulatory compliance, recommending improvements to mitigate risk and enhance efficiency.

• Examine work papers, financial statements, and disclosures for accuracy, completeness, and alignment with U.S. GAAP, regulatory reporting requirements (e.g., Call Reports), and Rubin Brown’s quality expectations.

• Develop engagement budgets, monitor progress, and ensure teams meet productivity and quality benchmarks while maintaining profitability.

• Serve as a primary point of contact for client leadership, delivering insights that support sound risk management, regulatory compliance, and long-term strategic decision-making.

• Train and coach team members in both technical assurance skills and financial institution industry best practices, promoting professional growth and engagement.

• Identify opportunities for cross-service collaboration (e.g., risk advisory, IT audit, regulatory compliance consulting, tax planning, and M&A advisory) and assist in expanding the Financial Institutions Industry Group’s client base and services provided.

• Active CPA license.
• Minimum 5 years of progressive public accounting experience, with significant focus and expertise in the financial institutions industry.
• Strong understanding of U.S. GAAP and AICPA auditing standards, and regulatory reporting requirements applicable to financial institutions (e.g., Call Reports, FDICIA, PCAOB standards).
• Proficiency in financial institution-specific accounting areas, including allowance for credit losses (CECL), loan and deposit accounting, investment securities, and fair value measurements.
• Experience with internal controls and processes over lending, deposits, investment activities, interest rate risk, and regulatory compliance.
• Knowledge of operational and financial processes within financial institutions including asset/liability…