General information

Name
Audit - Senior Manager - Financial Services
Posting Title
Audit Senior Manager - Financial Services
Ref #
2235025
Date Published
Wednesday, May 21, 2025
City
Dallas
State
Texas
Country
United States
Job Category
Audit/Assurance
Office
Dallas TX (Forvis)
Advertised Location
US-TX-Dallas, US-TX-Fort Worth
Working time
Full Time

Description & Requirements

Forvis Mazars is seeking a dedicated Audit Senior Manager to work with our growing Financial Services Practice. If you have an entrepreneurial spirit and are excited about the opportunity to help build a financial services practice, we are looking for you! Forvis Mazars’ firmwide industry-leading experts and vast resources would be fully available to support these local growth efforts.

How you will contribute: 
  • Work with financial institutions of various sizes
  • Build relationships with local financial institution trade organizations
  • Assist in managing, developing, and coaching professional staff 
  • Review detailed audit engagement procedures 
  • Adequately identify audit risks and problems through review to ensure audit engagements are completed with defendable files and documentation 
  • Consistently identify engagement and operating opportunities for improvement and provide timely solutions and consultation 
  • Manage multiple concurrent engagements without disruption and within scheduled deadlines 
  • Provide staff with timely performance feedback  
  • Manage multiple client relationships, billings, and resource needs 
  • Build personal referral sources and clientele while actively participating in team marketing opportunities 
  • Lead audit committee meetings presentations 
  • Participate in speaking and article-writing opportunities 
  • Complete required Continued Professional Education hours 
  • Travel to serve clients as necessary 

We are looking for people with Forward Vision and: 
  • An aptitude to recruit and develop firm associates and team members 
  • Team and engagement management skills 
  • Innovative ideas for servicing clientele 
  • Communication skills to effectively relate to people of diverse backgrounds and experience levels both verbally and in writing 
  • Proficiency in Microsoft Office Suite 
  • An ability to prioritize and work independently in a fast-paced environment to reach clear-set goals 

Minimum Qualifications: 
  • Bachelor’s degree in Accounting or a related field 
  • At least 7 years of relevant audit experience  
  • CPA License 
  • Experience managing multiple more complex client engagements 
  • Experience with both public and closely held financial institutions
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