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Financial Assurance Analyst

2 months ago

Tulsa, Oklahoma, United States HoganTaylor LLP Full time
Job Overview

Position Summary: Engage in the execution of financial audits, reviews, compilations, and various attestation services under the guidance of senior personnel across diverse sectors, including manufacturing, energy, professional services, healthcare, government, wholesale distribution, financial institutions, and nonprofit organizations.

  • Uphold the core values and service standards of HoganTaylor LLP
  • Support the assurance process by investigating and interpreting financial statement matters using a variety of electronic resources and software tools
  • Develop assurance research and planning capabilities, focusing on identifying, analyzing, and articulating challenges and opportunities, while proposing actionable solutions
  • Communicate findings effectively, both internally and externally, regarding project and client details
  • Ensure the completion of assigned tasks
  • Maintain proficiency in relevant software applications to enhance productivity
  • Gain insights into job performance economics and firm operations by reviewing and adhering to budgets
  • Participate in Level 1 and 2 assurance training as designated
  • Progress towards CPA certification, which is essential for advancement to managerial roles
  • Engage in professional and business organizations as assigned
  • Contribute to recruitment initiatives and events to support the firm's hiring objectives
  • Assist in client development and marketing activities as required
  • Expected to achieve 1,400 to 1,500 billable hours within a total of 2,250 hours annually
  • Foster positive and constructive relationships with clients
  • Comply with the firm's quality control protocols
  • Maintain a high standard of independence and integrity
  • Travel as necessary

Qualifications:

  • Bachelor's degree in Accounting or a related business field is required; a degree in Accounting from an accredited institution is preferred
  • Compliance with or progress towards the 150-hour educational requirement is preferred
  • Prior internship experience in public accounting and/or six months to two years of recent public accounting experience is preferred
  • Familiarity with paperless assurance software is advantageous
  • Knowledge of generally accepted auditing standards, accounting principles (FASB, GAAP, OCBOA), and industry-specific regulations
  • Proficient in Microsoft Outlook, Excel, and Word
  • Strong verbal and written communication abilities
  • Experience with Caseware and RSM methodologies is preferred
  • Ability to meet deadlines consistently

Physical Requirements:

While performing the responsibilities of this position, the employee will frequently be required to sit, stand, reach, walk, drive, kneel, crouch, crawl, and lift or move up to 25 pounds.