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Assurance Principal – Construction
CLA (CliftonLarsonAllen). Manage and develop relationships with clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and overseeing engagement teams while ensuring compliance with financial planning and audit objectives. Proficient in financial statement preparation and maintaining project timelines and budgets.
Highest-signal resume keywords
Client Relationship ManagementFinancial Statement PreparationAudit ExperienceCPA LicenseTeam Development and Mentoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationAuditEngagement ManagementTime BudgetingFee Approval
Soft Skills
CommunicationProblem SolvingLeadership
Tools & Technologies
Financial Planning Tools
Certifications & Qualifications
CPA License
Industry Keywords
Public AccountingClient EngagementEngagement LettersWork Papers ReviewFunding Assistance
About the role
Key responsibilities & impact- Manage and develop relationships with clients
- Assume full responsibility for all services for clients in a book of business
- Review and sign engagement letters and approve fees
- Review and approve work papers prepared by staff
- Review engagement progress and ensure all phases are carried out properly
- Review time budgets and deadlines
- Attend final client meetings
- Communicate engagement status, client problems, findings, and recommendations to managers and staff
- Assist clients in obtaining necessary funding
- Assist clients with audit and financial planning objectives using a range of tools
- Develop, mentor, and oversee client engagement teams
- Lead engagement progress by monitoring time budgets and deadlines
Requirements
What you’ll need- Bachelor's Degree in Accounting, Finance, or a related field
- Minimum of 8+ years of public accounting experience
- Experience emphasizing financial statement preparation and audits
- CPA license is required
Benefits
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Comprehensive benefit options supporting physical, financial, social, and emotional well-being