Compensation : 90+K with a 10% bonus
Hybrid
Reports to the SVP of Internal Audit
Sells for the role and client :
Small audit team (6 people only 1 guy), variety of audit on your own. If you are part of a larger group, you are potentially stuck doing on part over and over
Different audits each year. Always something interesting
Very challenging.
Very nice group of people, everyone gets along, close knit group, very helpful
work life balance
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.
Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management.
Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else.
From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture.
It takes all kinds of people thinking in unconventional ways with a singular focus.
We are looking for a Senior Auditor to join our growing team!
The Senior Internal Auditor performs financial, operational, and compliance audits. The Senior Internal Auditor will work closely with various levels of management to execute testing.
Duties & Responsibilities
Assist AVP Internal Audit with annual audit planning for financial, operational, and compliance audits.
Apply standard accounting principles and audit procedures including interviewing, and analyzing data;
Execute testing, including the test of design and operating effectiveness for internal controls
- Prepare clear, concise work papers that have definitive conclusions and follow documentation standards;
- Identify and document findings, and discuss findings and associated remediation plans with management from the AVP Internal Audit;
- Manage multiple priorities / projects including ad-hoc projects, timely and / or within project deadlines;
Build effective relationships with all functional areas of the company, and external auditors.
Selection Criteria
- Bachelor’s degree in Accounting, Business, or Finance is required;
- Two plus years of relevant work experience, including a minimum of one year of experience in public accounting is required;
- Attention to detail and the ability to work analytically in a problem solving environment;
- Ability to work in a team-oriented environment as well as independently while meeting project timelines;
- Ability to communicate effectively in written reports;
- Ability to verbally communicate audit requests and audit results;
- Ability to develop and maintain working relationships and deal effectively with Company personnel, including frequent interaction with middle management;
Professional credentials such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), or progress toward certification is preferred.
The Company requires that its employees be fully vaccinated against COVID-19 unless they have an approved medical or religious accommodation.
IND 003-005