A Financial Services Manager manages an organization's financial or insurance services. Supervises other financial services professionals. Coordinates with sales and marketing on financial services placement to customers.
Assurance Senior Manager Sorren Bend, OR Job Details Full-time $125,000 - $170,000 a year 3 hours ago Benefits Paid parental leave Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Parental leave Vision insurance Qualifications Business development management Succession planning Performance improvement leadership Sales proposal development Internal controls Pricing strategies CPA Auditors team management Audit report preparation Business development within consulting Audit engagement planning Coaching Talent management Performance feedback (performance evaluation method) 8 years Team development Proposal writing Professional development support Bachelor's degree Managing clients in a finance role Budget planning
GAAS GAAP
Industry knowledge of financial regulations Financial compliance audits Mentoring Project delivery management Leading team collaboration initiatives Business development within finance Revenue recognition Full Job Description Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.
Position Summary:
Your Impact (Essential Duties): Lead the planning, execution, and delivery of the firm's most complex and high-risk assurance engagements, including audits, reviews, and agreed-upon procedures across diverse industries. Serve as a technical expert in GAAP, GAAS, and other regulatory standards, providing guidance to internal teams and clients on complex accounting issues such as revenue recognition, lease accounting, and consolidations. Develop and oversee engagement strategies, ensuring alignment with client objectives, risk management considerations, and evolving industry requirements. Review and approve engagement budgets, ensuring financial targets are met while maintaining high-quality client service and efficient use of firm resources. Drive continuous improvement in audit methodology, engagement planning, and execution by evaluating team workflows and integrating new technologies and best practices. Supervise and coach managers, senior associates, and associates, fostering a culture of accountability, collaboration, and technical excellence. Lead team performance management, including performance reviews, career development planning, and succession strategies. Review and approve all client deliverables, including financial statements, audit reports, and internal control communications, ensuring clarity, accuracy, and regulatory compliance. Serve as a strategic advisor to clients, helping them interpret audit results and make informed financial and operational decisions. Identify and manage engagement risks proactively, resolving complex issues and escalating when necessary with sound judgment and professionalism. Cultivate and deepen trusted advisor relationships with key clients by understanding their business goals, anticipating needs, and delivering value-added insights. Participate in firm-wide business development efforts, including proposal development, pricing strategies, and representing the firm at client meetings and professional events. Champion firm values by contributing to strategic initiatives, mentoring firm talent, and supporting a collaborative and inclusive team environment. Stay at the forefront of regulatory and industry developments through ongoing learning, thought leadership, and participation in professional associations. Demonstrate advanced time and project management skills to lead multiple, concurrent engagements with competing deadlines while maintaining excellence in delivery and team well-being. Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity
