Finance and Compliance Consultant (CPA Track)

Crowe is a leading public accounting, consulting, and technology firm that offers a meaningful and rewarding career. The Finance and Compliance Consultant will assist clients in resolving business needs related to accounting and finance, while working on diverse teams to deliver innovative solutions.

Responsibilities

• Gather and Review Financial & Compliance Documentation
• Collects financial statements, policies, procedure manuals, and other relevant materials for initial assessment
• Verify that required documentation aligns with applicable standards (e.g., GAAP, IFRS, basic regulatory guidelines)
• Conduct Basic Compliance Testing
• Follows standardized testing procedures to assess adherence to internal controls or regulatory requirements (e.g., SOX controls, anti-money laundering checks)
• Tracks and documents any identified exceptions or non-compliant activities
• Prepare & Organize Workpapers
• Maintains thorough and accurate workpapers (physical or electronic) detailing testing samples, results, and initial observations
• Ensures the traceability of findings according to firm or industry standards
• Support Engagement Execution
• Assists in data entry, reconciliations, or preliminary analyses under guidance from senior team members
• Contributes to engagement administrative tasks such as scheduling, file management, and updates to project trackers
• Exhibit strong verbal and written communication skills when consulting with senior management, C-suite client personnel, and government regulators. Apply business writing skills to produce high-quality, client-ready deliverables
• Demonstrate strong critical thinking skills to solve complex problems, generate practical solutions, and contribute to strategic outcomes
• Thrive in fast-paced, dynamic environments. Adapt to changing priorities and risk landscapes while managing time effectively
• Show a desire to continuously learn and build a deeply specialized skill set that evolves with industry demands
• Cultivate strong relationships with clients, colleagues, and the community to support collaboration and long-term success
• Possess the ability to quickly acquire new skills, tools, and concepts with a mindset focused on ongoing personal and professional development
• Apply systematic, analytical approaches to problem-solving and interpreting complex data sets and regulatory requirements
• Self-motivated to deliver high-quality results, take responsibility for outcomes, and grow through feedback and experience
• Excel in both collaborative team environments and when working independently to meet project goals
• Capable of operating effectively in high-pressure, deadline-driven environments with competing priorities
• Demonstrate initiative, creativity, and the desire to contribute to innovative approaches and continuous improvement
• Desire to pursue and obtain certifications such as the CPA or other firm-supported credentials relevant to your area of focus
• Willingness to travel up to 30% or more annually when working as a full-time staff consultant, based on client or project needs
• Contribute to Anti-Money Laundering (AML) system implementations by designing, planning, and executing data-related workstreams

Skills

• Gather and Review Financial & Compliance Documentation
• Collects financial statements, policies, procedure manuals, and other relevant materials for initial assessment
• Verify that required documentation aligns with applicable standards (e.g., GAAP, IFRS, basic regulatory guidelines)
• Conduct Basic Compliance Testing
• Follows standardized testing procedures to assess adherence to internal controls or regulatory requirements (e.g., SOX controls, anti-money laundering checks)
• Tracks and documents any identified exceptions or non-compliant activities
• Prepare & Organize Workpapers
• Maintains thorough and accurate workpapers (physical or electronic) detailing testing samples, results, and initial observations
• Ensures the traceability of findings according to firm or industry standards
• Support Engagement Execution
• Assists in data entry, reconciliations, or preliminary analyses under guidance from senior team members
• Contributes to engagement administrative tasks such as scheduling, file management, and updates to project trackers
• Exhibit strong verbal and written communication skills when consulting with senior management, C-suite client personnel, and government regulators. Apply business writing skills to produce high-quality, client-ready deliverables
• Demonstrate strong critical thinking skills to solve complex problems, generate practical solutions, and contribute to strategic outcomes
• Thrive in fast-paced, dynamic environments. Adapt to changing priorities and risk landscapes while managing time effectively
• Show a desire to continuously learn and build a deeply specialized skill set that evolves with industry demands
• Cultivate strong relationships with clients, colleagues, and the community to support collaboration and long-term success
• Possess the ability to quickly acquire new skills, tools, and concepts with a mindset focused on ongoing personal and professional development
• Apply systematic, analytical approaches to problem-solving and interpreting complex data sets and regulatory requirements
• Self-motivated to deliver high-quality results, take responsibility for outcomes, and grow through feedback and experience
• Excel in both collaborative team environments and when working independently to meet project goals
• Capable of operating effectively in high-pressure, deadline-driven environments with competing priorities
• Demonstrate initiative, creativity, and the desire to contribute to innovative approaches and continuous improvement
• Desire to pursue and obtain certifications such as the CPA or other firm-supported credentials relevant to your area of focus
• Willingness to travel up to 30% or more annually when working as a full-time staff consultant, based on client or project needs
• Contribute to Anti-Money Laundering (AML) system implementations by designing, planning, and executing data-related workstreams
• Pursuing bachelor's or master's degree in accounting
• CPA Eligibility: You must be scheduled to meet the educational requirements to obtain a CPA license. Prior to starting full-time, new hires must fulfill the education-related eligibility criteria to obtain a CPA license in their assigned Crowe work location

Benefits

• Comprehensive total rewards package

Company Overview