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Assurance Principal – Non Profit
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 client relationship management, financial statement preparation, and audit processes, while effectively leading and mentoring engagement teams. Holds a CPA license and possesses extensive public accounting experience to ensure compliance and quality in financial planning objectives.
Highest-signal resume keywords
Client Relationship ManagementFinancial Statement PreparationAudit ExperienceCPA LicenseTeam Leadership
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 ManagementBudgetingFinancial Planning
Soft Skills
CommunicationMentoringProblem Solving
Certifications & Qualifications
CPA License
Industry Keywords
Public AccountingEngagement LettersClient MeetingsFunding 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, discuss assignment terms with clients and staff, 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 and attend final client meetings
- Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations
- Assist clients in obtaining necessary funding to continue positively impacting their communities
- Assist clients with audit and financial planning objectives using a range of tools
- Develop staff through mentoring 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 with emphasis in 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
- Career growth opportunities