Commercial Lines Broker managing organic revenue growth for Atlantic Region clients through integrated selling strategy. Overseeing account managers and maintaining client relationships while executing broking strategies.
About the role
- Assurance Associate I at BPM contributing to audit teams across various industries in a public accounting context. Emphasizing mentorship and professional development within an inclusive environment.
Responsibilities
- Using your foundation in accounting, learn and perform audit procedures to assess the accuracy and completeness of financial statements. This involves examining financial records, transactions, and supporting documentation to ensure compliance with accounting principles and relevant regulations.
- Assist in evaluating and testing the effectiveness of internal control systems implemented by clients, working hand in hand with team members to deliver a quality product within the client’s timeframe.
- Build relationships with clients, respond to client inquiries and concerns and proactively consider and develop ways to better serve audit clients’ needs.
- Analyze financial statements and related disclosures to identify any material misstatements or discrepancies and take appropriate corrective actions.
- Review and examine client financial records to ensure accuracy and completeness.
- Continuously develop your skills and knowledge in auditing. This involves participation in training programs, staying up to date with changes in accounting and auditing standards, and pursuing relevant certifications such as the Certified Public Accountant (CPA) designation.
Requirements
- Minimum GPA of 3.0 in Accounting, Business Administration, Finance, or Economics (BS/BA/MSA/MST/Certificate Program).
- Has foundational accounting knowledge (i.e., GAAP and GAAS).
- Has earned enough units (or is close) to sit for the CPA exam.
- Demonstrated interest in pursuing or obtaining CPA (Certified Public Accountant) Educational Licensure Requirements.
- Excellent written and verbal communication skills with a willingness to work in a team environment and deliver quality results.
- Our ideal colleague: Compassionate, proactive, authentic, driven, and resilient individuals who are seeking to be lifelong learners.
Benefits
- Total Rewards: Personalized benefits plan including 401k Employer Match, multiple medical, dental, and vision offerings, up to 90% employer paid premiums, and pet-insurance
- Well-Being Perks: Access to BPM’s interactive wellness platform, progressive mental health resources, vacation travel benefits, and a variety of Colleague Resource Groups (CRGs) fostering diversity, inclusion, and community.
- Work-life Balance: Enjoy 14 firm holidays (including 2 floating holidays), unlimited “Flex PTO” program, paid family leave, generous Holiday Break, summer hours, and the option for remote work.
- Professional Development: We offer CPA exam resources, performance-based bonuses, tuition reimbursement, a dedicated coaching program, and a range of live classes, workshops, and seminars through BPM University.
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