Assurance Principal – Financial Services

CLA (CliftonLarsonAllen)

. Lead assurance engagements for financial institutions, ensuring quality, compliance, and timely delivery .

Posted 10/8/2026full-timeUnited StatesLead💰 $150,000 - $400,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading assurance engagements for financial institutions, with a strong focus on compliance, quality control, and client relationship management. Proven ability to mentor assurance professionals and drive business development within the banking and financial services sector.

Highest-signal resume keywords

CPA LicenseFinancial Statement AuditsClient Relationship ManagementBusiness DevelopmentRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AuditsAudit Workpapers ReviewEngagement LeadershipQuality ControlProject Oversight

Soft Skills

MentoringCommunicationClient Satisfaction

Certifications & Qualifications

CPA License

Industry Keywords

BankingFinancial ServicesPublic AccountingComplianceEngagement Management

About the role

Key responsibilities & impact

Lead assurance engagements for financial institutions, ensuring quality, compliance, and timely delivery
Serve as the primary client relationship owner and trusted advisor for a portfolio of financial services clients
Drive business development through networking, thought leadership, community involvement, and growth of a book of business
Manage engagement scope, fees, budgets, deadlines, and overall client satisfaction
Review and approve financial statements, audit workpapers, engagement letters, and deliverables
Provide engagement leadership, including staffing, risk management, quality control, and project oversight
Maintain year-round client relationships and identify opportunities to expand services
Collaborate across the firm to bring specialized resources and solutions to clients
Mentor and develop assurance professionals through coaching, feedback, and career development
Communicate with clients and engagement teams regarding progress, risks, findings, and recommendations

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
8+ years of public accounting experience, including financial statement audits and related reporting
Active CPA license required
Strong knowledge of the banking and financial services industry
Ability to travel to client sites as needed

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Comprehensive benefit options supporting physical, financial, social, and emotional well-being