What are the responsibilities and job description for the Audit Manager position at Lucida Advisors LLC?
At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.
Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.
The Audit manager will assist in for-profit, not for profit, governmental, and ERISA audits, as well as reviews and compilations. You will plan, budget, schedule jobs and staff, and oversee the audit and other assurance engagements for our clients, building relationships, and assuring continued close personal attention to their needs.
Duties/Responsibilities:
- Manage financial statement audits, compliance audits, reviews, compilations and special projects.
- Manage engagement teams and oversee engagement budgets.
- Supervise and lead engagement team staff in all stages of the engagement.
- Answer to engagement leaders in all aspects of engagement dynamics including timeliness, identified issues, job statuses, completion, and achievement of budgetary goals.
- Oversee the preparation of financial statements, footnote disclosures, compliance reports, and all client communications.
- Develop strong client relationships as a trusted advisor and consultant and foster those relationships for additional service opportunities.
- Proactively interact and communicate with clients to gather information to ensure timely engagement wrap-up.
- Proactively identify and communicate opportunities for client and firm process improvements to enhance efficiencies based on knowledge gained relative to each client's operations, processes, and business objectives
- Identify and apply new accounting and auditing standards, communicate them to client personnel and assurance team members, and succeed in implementation.
- Work directly with firm leadership regarding oversight of the assurance team.
- Evaluate assurance team member performance and participate in fostering team members' growth.
- Lead assurance team training and assist in identifying need areas for training.
Required Skills/Abilities:
- Expert knowledge of general financial accounting and cost accounting.
- Proficient in both GAAP and GAAS standards (GAS experience a plus), and in applying and implementing standards.
- Strong organization skills as well as verbal and written communication skills
- Ability to communicate directly with oversight agencies and regulatory bodies.
- Strong analytical and problem-solving abilities, and ability to apply to client engagements.
- Ability to problem solve and oversee completion of multiple engagements in a deadline driven environment.
- Proficiency with the Microsoft Office Suite and audit software
- Ability to train staff of all levels in a variety of skill areas.
- Other duties as assigned
Education and Experience:
- Bachelor’s degree in Accounting, Finance, or related discipline required
- Current CPA
- 5 years of experience in performing audits, preferably in a public accounting setting.
