Senior Manager, Audit and Advisory Services Expert

10 hours ago


Boston, Massachusetts, United States Manulife Full time
About the Role

We are seeking a highly skilled Senior Manager to lead our Audit and Advisory Services team. As a key member of our organization, you will be responsible for planning, directing, and completing high-quality, professional, cost-effective, beneficial, and risk-based internal audits and advisory engagements.

Key Responsibilities:

  • Plan and lead audit projects and report to the Director and AVP on progress.
  • Build effective relationships with the business, specifically within the US and Europe Retail Wealth and US Retirement business units.
  • Lead audit staff in reviewing completed files for quality and adherence to standards and manage projects within budget and time constraints.
  • Develop audit scopes and programs to evaluate risk controls, draft clear audit reports, and present findings to business unit management.
  • Follow up on and track open audit issues until resolution.
  • Provide on-the-job training and feedback to staff assisting on assignments.
  • Use technology including data analytic techniques to improve the effectiveness and efficiency of the audit process.
  • Coordinate work required to complete annual SOX and MAR testing in collaboration with management, SOX/MAR PMO and COEs, and the external auditors.

Requirements:

  • 6 to 8 years of audit, risk management, operations, or equivalent investment-related business or advisory/consulting experience.
  • University degree required.
  • Strong problem-solving and analytical skills.
  • Ability to work independently, direct the work and development of others, balance multiple priorities and projects, and meet deadlines.
  • Understanding of business processes and their risk implications, ability to analyze situations, reach appropriate conclusions, and make value-added and practical recommendations.
  • Strong written and oral communication skills, ability to effectively communicate ideas and recommendations, and to listen and consider ideas of others.

Preferred Qualifications:

  • Good understanding of wealth and asset management retail operations, applicable regulations, and risks.
  • Experience using data analytics to improve audit coverage and efficiency of audit processes.
  • Good understanding of technology and its impact on business risks.
  • Pursuing or awarded a recognized accounting (CPA, CA) or auditing (CIA, CISA) designation.

About Manulife:

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

Equal Opportunity Employer:

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity and promotes equal opportunities for all employees.

Salary Range:

The salary range for this position is $86,325.00 USD - $155,385.00 USD. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.



  • Boston, Massachusetts, United States Manulife Full time

    About the RoleWe are seeking a highly skilled Senior Manager to lead our Audit and Advisory Services team. As a Senior Manager, you will be responsible for planning, directing, and completing high-quality, professional, cost-effective, beneficial, and risk-based internal audits and advisory engagements for retail wealth-related business functions in the US...


  • Boston, Massachusetts, United States FTI Consulting Full time

    About the RoleFTI Consulting's Corporate Finance & Restructuring practice is seeking a Senior Director, Tax Advisory to join our team. As a Senior Director, you will be responsible for leading a portfolio of clients and providing expert tax advisory services to help them navigate complex financial and transactional challenges.Our team is dedicated to...

  • Audit Expert

    4 weeks ago


    Boston, Massachusetts, United States MassMutual Full time

    The OpportunityAs a Financial Services Auditor at MassMutual, you will have the opportunity to leverage your skills as an operational risk and control expert, providing advice to audit associates and business area management while championing compliance with standards for audit practices and procedures.The TeamThe MassMutual Corporate Audit Team is a dynamic...


  • Boston, Massachusetts, United States CBIZ Full time

    Accounting Advisory Services ManagerCBIZ is seeking a highly skilled Accounting Advisory Services Manager to join our team in New England. As a key member of our accounting advisory services team, you will provide expert guidance and support to clients on a wide range of accounting and financial matters.Key Responsibilities:Provide accounting advisory...

  • Senior IT Auditor

    2 days ago


    Boston, Massachusetts, United States Professional Staffing Group Full time

    Senior IT Auditor - Global Audit ExpertAre you a seasoned IT auditor looking for a new challenge? We have an exciting opportunity for a Senior IT Auditor to join our team. As a Senior IT Auditor, you will be responsible for leading or participating in audits of subsidiaries, business units, and special projects. You will develop risk and control matrices,...

  • Audit Risk Expert

    2 hours ago


    Boston, Massachusetts, United States MassMutual Full time

    The OpportunityAs a Financial Services Auditor at MassMutual, you will have the opportunity to leverage your skills as an operational risk and control expert, providing advice to audit associates and business area management while championing compliance with standards for audit practices and procedures.The TeamThe MassMutual Corporate Audit Team is a dynamic...

  • Audit Manager

    36 minutes ago


    Boston, Massachusetts, United States CBIZ, Inc. Full time

    About the RoleCBIZ, Inc. is seeking an experienced Audit Manager to join our Portfolio Company Audit Team. As a key member of our team, you will be responsible for managing client relationships, growing a business unit, and working with leaders who are genuinely invested in your future.The ideal candidate will have a passion for managing strong client...


  • Boston, Massachusetts, United States CBIZ Full time

    Accounting Advisory Services ManagerCBIZ is seeking a highly skilled Accounting Advisory Services Manager to join our team in New England. As a key member of our accounting advisory services team, you will provide expert guidance to clients on financial reporting, accounting standards, and regulatory compliance.Key Responsibilities:Provide accounting...


  • Boston, Massachusetts, United States KPMG Full time

    Senior Manager, Business Tax ServicesWe are seeking a highly skilled Senior Manager to join our Business Tax Services team at KPMG. As a Senior Manager, you will be responsible for providing tax compliance and advisory services to corporations and partnerships, including Fortune 100 companies and emerging businesses.Key Responsibilities:Provide tax...


  • Boston, Massachusetts, United States PKF O'Connor Davies Full time

    Job SummaryPKF O'Connor Davies is seeking a highly skilled Director to join our Transaction Advisory Services team. As a Director, you will play a key role in providing financial and operational analysis to clients in connection with buy-side and sell-side due diligence engagements.Key ResponsibilitiesManage and participate in due diligence engagements...


  • Boston, Massachusetts, United States Baker Newman Noyes LLC Full time

    About the RoleBaker Newman Noyes LLC is seeking a highly skilled Tax Senior to join our Transaction Advisory Services team. As a key member of our team, you will be responsible for providing tax advisory services to middle market companies and private equity investors. Your expertise will be essential in analyzing terms sheets, reviewing financial models,...


  • Boston, Massachusetts, United States Smith Arnold Partners Full time

    Smith Arnold Partners: A Leading Transaction Advisory Services FirmA highly reputable, industry leading globally recognized brand in the Financial Services industry is growing their Transaction Advisory Services, TAS, group.They continue to take up market share while adding to various practice areas including the TAS team. In addition to their TAS group,...

  • Tax Advisory Manager

    3 weeks ago


    Boston, Massachusetts, United States Centri Business Consulting Full time

    Job Title: Tax Advisory ManagerCentri Business Consulting is seeking a highly skilled Tax Advisory Manager to join our team. As a key member of our tax advisory team, you will be responsible for providing expert tax guidance to our clients, ensuring compliance with tax laws and regulations, and driving business growth through strategic tax planning.Key...


  • Boston, Massachusetts, United States Smith Arnold Partners Full time

    Transaction Advisory ManagerA leading global brand in the Financial Services industry is expanding its Transaction Advisory Services (TAS) group. This is an exciting opportunity for a highly skilled and ambitious professional to join a dynamic team and contribute to the growth of the company.Key Responsibilities:Execute complex transactions across various...


  • Boston, Massachusetts, United States Manulife Full time

    About the RoleWe are seeking a highly skilled Senior Manager, Technology and Cybersecurity Audit to join our team. As a key member of our Technology Audit Team, you will be responsible for assessing technology as part of initiatives, processing, and operations to ensure that delivery meets business, cybersecurity, performance, and regulatory expectations.Key...

  • Tax Advisory Manager

    3 weeks ago


    Boston, Massachusetts, United States Centri Business Consulting, LLC Full time

    Job Title: Tax Advisory ManagerThe Tax Advisory Manager plays a critical role in overseeing the Tax Advisory and Technical Accounting engagement work plans. As a leader within the firm, this individual will demonstrate exceptional project management skills, client service, and positive coaching to team members in developing technical and professional...


  • Boston, Massachusetts, United States Centri Business Consulting, LLC Full time

    Join Our Team as a Tax Advisory ManagerCentri Business Consulting, LLC is seeking a highly skilled Tax Advisory Manager to join our team. As a key member of our tax advisory team, you will be responsible for providing expert tax advice to our clients, ensuring compliance with tax laws and regulations, and driving business growth through strategic tax...


  • Boston, Massachusetts, United States Crowe Full time

    About the RoleCrowe is seeking a highly skilled Senior Consultant to join our Operational Transaction Advisory group. As a key member of our team, you will be responsible for delivering Operational Due Diligence services to our clients, helping them navigate complex business issues and achieve their goals.Key ResponsibilitiesLead the analysis and execution...

  • Audit Manager

    2 weeks ago


    Boston, Massachusetts, United States Crowe Full time

    About the RoleCrowe is seeking a highly skilled Audit Manager to join our team. As an Audit Manager, you will be responsible for leading multiple teams and providing performance feedback to all members of those teams. You will also be responsible for anticipating and addressing client concerns and resolving problems as they arise.The ideal candidate will...

  • Audit Manager

    10 hours ago


    Boston, Massachusetts, United States Crowe Full time

    About the Role:Crowe is seeking a highly skilled Audit Manager to join our Life Sciences team. As an Audit Manager, you will be responsible for leading multiple teams and providing performance feedback to all members of those teams. You will also be responsible for anticipating and addressing client concerns and resolving problems as they arise.Key...