Management Audit Resume Samples

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M Treutel

Mariano

Treutel

8692 Jaron Trail

New York

+1 (555) 666 8311

8692 Jaron Trail

New York

Phone

p +1 (555) 666 8311

Experience Experience

Los Angeles, CA

Risk Management Audit

Los Angeles, CA

Turcotte-Durgan

Los Angeles, CA

Risk Management Audit

Managing audits that relate to Basel II / Basel III IRB Credit Risk Management processes – from planning through reporting
Building credible relationships with senior management in the Credit Risk function
Supervising and mentoring junior staff, reviewing work papers to ensure they meet internal standards
Following-up on Internal Audit and Regulatory findings with clients through to completion
Independently performing risk assessments and planning, executing and leading integrated risk, financial and technology audits
Evaluating the adequacy of design and effectiveness of key controls and potential business concerns
Documenting the results of work performed. The extent of documentation would include proper cross-referencing, checklists, indexing, documentation maintenance, documented exception follow-up procedures, etc

Dallas, TX

Asset Management Audit

Dallas, TX

Simonis and Sons

Dallas, TX

Asset Management Audit

Effectively manage audit engagement teams, performing timely review and providing honest and constructive feedback; and
Effectively manage audit engagement teams, performing timely review and providing honest and constructive feedback
Document audit results and communicate issues to management, identifying opportunities for improvement in the design and effectiveness of key controls
Maintain investment management expertise by staying abreast of industry, regulatory and political developments
Create and manage COI RAMs and/or ensure COI risks captured within other standard RAMs
Works well individually and in teams, shares information, supports colleagues and encourages participation
Build and maintain key relationships with stakeholders, establishing a culture of engagement while adding value

present

Philadelphia, PA

VP Global Wealth Management Audit Team Lead

Philadelphia, PA

Upton LLC

present

Philadelphia, PA

VP Global Wealth Management Audit Team Lead

present

Conduct annual performance appraisals for their team and provide ongoing feedback
Continue to strengthen and manage relationships with senior GWM business leaders and related control groups
Manage relationships and field requests from U.S. Regulators such as the OCC
Monitor key risk indicators, significant change activities and escalation of emerging issues to senior management in a timely fashion
Work with stakeholders in a consulting role to add value and address unresolved issues
Provide direction to their team regarding scope and execution
Drive plan creation and changes based on changing business risk profile

Education Education

Bachelor’s Degree in Accounting

The George Washington University

Bachelor’s Degree in Accounting

Skills Skills

Establish strong work relationships with Global Wealth Management business personnel and other control groups (risk management, compliance, legal, etc.)
Participate in the annual planning process for each applicable audit team to influence appropriate and consistent coverage within and across businesses
Provide relevant industry updates to Audit teams and business stakeholders (as applicable)
Perform detailed control assessments and test work across multiple Global Wealth Management functions and processes
Ensure through QC that COI has been appropriately mapped to applicable Audit Universe Items (AUIs)
Perform detailed control assessments and test work across multiple Wealth Management functions and processes
Establish strong work relationships with the Wealth Management business management and other control groups (risk management, compliance, legal, etc.)
Perform audit projects from planning to reporting and deliver a quality product in line with department standards
Perform Top Down Analysis to ensure comprehensive audit coverage across select COI risks
Partner with colleagues, regulators, clients and control community members to develop, evaluate, test and report on the adequacy and effectiveness of control environment

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VP Global Wealth Management Audit Team Lead Resume Examples & Samples

Continue to strengthen and manage relationships with senior GWM business leaders and related control groups
Hold their team accountable for high quality delivery within budget
Drive plan creation and changes based on changing business risk profile
Minimum of 10 years of experience, preferably in Wealth Management Audit
Education to degree standard is preferable, as is a relevant professional qualification. All relevant educational, business or accounting qualifications will be taken into account. The Certified Fiduciary and Investment Risk Specialist is a plus
Proven track record in dealing with Regulators in U.S. such as the OCC and FED
Knowledge and, preferably, experience of product areas relevant to private banking including fiduciary activities (Reg 9), brokerage and banking services. Ideally this experience will be from an audit or risk perspective
Ability to effectively manage and develop teams

Asset Management Audit Resume Examples & Samples

Minimum of 3-5 years of audit or relevant business line/risk management experience
Detailed knowledge of products and services provided within a Global Wealth Management business including investment management, brokerage, banking and credit, trustee services and specialty wealth advisory services
Ability to build strong partnerships with key stakeholders, desire to learn quickly, be flexible and think strategically
Ability to execute audits, multi-task, and participate in audit assignments in a team environment
Ability to travel as needed for audits

Audit Manager Global Asset Management Audit Resume Examples & Samples

Analyzing and assessing the risks (market, credit, operational, legal and compliance) resulting from business activities
Identifying and evaluating the effectiveness of controls designed to mitigate those risks
Providing practical, innovative, and value-adding solutions to issues identified

Head of Risk Management Audit Capital International Resume Examples & Samples

Demonstrated ability to navigate a global matrix organization and possess the ability to collaborate and influence change at the highest levels of the organization
Demonstrated experience in driving transformational change at other complex and diverse institutions
Experience in international financial services
Exceptional oral and written communication, presentation, interpersonal, and facilitation skills
Proven skills as a strong risk advisor and respected business partner to provide real time feedback on strategies and controls
Excellent analytical, decision making and time management skills. Mature planning, organizing and directing skills

Asset Management Audit Manager VP Resume Examples & Samples

Clear focus on managing client assets and delivering strong risk-adjusted returns
Nearly 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
Lead audit engagements covering the Man.Co. businesses including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure
Perform timely review and provide honest and constructive feedback
Participate to local Governance Committees
Liaise with JPMC Audit regional team(s)
Limited travel will be required

Risk Management Audit Resume Examples & Samples

Managing audits that relate to Basel II / Basel III IRB Credit Risk Management processes – from planning through reporting
Building credible relationships with senior management in the Credit Risk function
Supervising and mentoring junior staff, reviewing work papers to ensure they meet internal standards
Following-up on Internal Audit and Regulatory findings with clients through to completion
Independently performing risk assessments and planning, executing and leading integrated risk, financial and technology audits
Presenting/communicating observations to line management
Securing formal management responses to audit recommendations
Holding follow-up meetings concerning open audit actions with line management quarterly
Communicating effectively both orally and in written form with senior management, the Board Audit Committee, and Regulators
A strong understanding of the regulatory environment with respect to the Federal Reserve Bank, the OCC and the SEC
A strong understanding of the Basel regulations relating to Internal Ratings Based approach for regulatory capital for large banking institutions
Strong analytical, interpersonal, and communication skills

VP-asset Management Audit Resume Examples & Samples

Disseminate best practice and lessons learned to colleagues and clients
Continue to strengthen and manage relationships with senior GIM business leaders and related control groups (e.g., Compliance, Risk, Oversight and Controls and Operations)
Perform ongoing monitoring of operational and financial related data to identify patterns/trends with risk and control implications
At least 7+ years of Asset Management audit or business experience
Strong knowledge of investment products along with a good knowledge of the end to end transaction cycles and systems in asset management will be a plus
A good understanding of the local/regional regulatory requirements

Asset Management Audit Resume Examples & Samples

Report on staff and headcount
Manage internal key performance indicators reporting to proactively identify plan or budget exceptions and provide appropriate escalation or rationale
Help design and maintain audit coverage tracker
Provide ad-hoc analysis required to support key decisions
Provide data sets and reports, as required
Respond to ad-hoc requests
Bachelor’s degree is required
1-3 years’ work experience within the Financial Services Industry
Advanced knowledge of Microsoft Excel, PowerPoint, and MS Access required
Proven project management/organizational skills
Demonstrated effective written and oral communications
Excellent writing and editing skills
Proven ability to be effective under pressure and be willing to take personal responsibility and accountability

Head of Asset Management Audit Resume Examples & Samples

Leading a team of audit professionals and developing and overseeing the execution of the Asset Management audit plan in the UK
Managing audits of Asset Management businesses. In these audits, you will identify and evaluate the effectiveness of controls designed to address those risks, provide practical, innovative, and value-added solutions to issues identified, and prepare reports of audit findings for UBS senior management at local, global, functional and Group levels
Leading the continuous risk assessment (CRA) process for the UK, to identify emerging risks and consider their impact on the audit plan, as well as contributing to the quarterly CRA and governance & activitiy reports
Developing key stakeholder relationships across Asset Management in the UK
Representing the AM UK Audit team in functional, operating, risk and governance committees

Head of Asset Management Audit for the Americas Resume Examples & Samples

Lead a team of audit professionals and develop and oversee the execution of the Asset Management audit plan in the Americas
Manage audits: identify and evaluate the effectiveness of controls designed to address those risks, provide practical, innovative, and value-added solutions to issues identified, and prepare reports of audit findings for our senior management at local, global, functional and Group levels
Lead the continuous risk assessment (CRA) process for the Americas, to identify emerging risks and consider their impact on the audit plan, as well as contribute to the quarterly CRA and governance & activitiy reports
Develop key relationships across Asset Management in the Americas but also globally
Represent your team team in functional, operating, risk and governance committees

Asset Management Audit Global Wealth Management Senior Auditor AVP Resume Examples & Samples

Participate (and sometimes lead) in audit projects from planning to reporting with supervision and deliver a quality product in line with department standards and expectations
Stay up to date with the global and regional regulatory and market environment, especially as it pertains to Global Investment Management
The position may require up to 10% travel
Relevant experience in financial services within public accounting, internal audit or relevant business roles
Keen intellectual curiosity, self-motivated, and effective under pressure and willing to take personal responsibility/accountability
Previous experience in auditing portfolio management or trading businesses is preferred

Asset Management Audit Global Wealth Management Senior Auditor AVP Resume Examples & Samples

Lead and participate in audit engagements covering the Wealth Management businesses including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure
Effectively manage audit engagement teams, performing timely review and providing honest and constructive feedback; and
Expected travel requirement up to 30%
Education to degree standard is preferable, as is a relevant professional qualification (e.g., CIA, CISA, ACCA, etc.). All relevant educational, business or accounting qualifications will be taken into account
Knowledge of products and services provided within a Global Wealth Management business is favorable, although not mandatory, including investment management, trustee and specialty wealth advisory services, brokerage, banking and credit
Ability to manage multiple tasks concurrently in an efficient and effective manner
Excellent communication (i.e., verbal and written) and interpersonal skills, with the ability to present complex and sensitive issues to senior management and influence change; and

Asset Management Audit Resume Examples & Samples

Lead and participate in audit projects from planning to reporting with supervision and deliver a quality product in line with department standards and expectations
Identify risks, evaluate, test and report on the adequacy and effectiveness of management controls; finalize audit findings and use judgment to provide an overall opinion on the control environment; and document audit results and communicate issues to management, identifying opportunities for improvement in the design and effectiveness of key controls
Monitor and analyze key performance indicators to identify trends and build and maintain key relationships with stakeholders, establishing a culture of engagement while adding value
Stay up to date with the global and regional regulatory and market environment, especially as it pertains to Global Wealth Management
Bachelors degree or equivalent (preferably in Accounting, Finance, Economics or related discipline)
Professional accountancy qualification and/or other professional certifications are a plus
Some knowledge of products and services provided within a Global Wealth Management business
Knowledge of applicable laws and regulatory requirements banking

Asset Management Audit Resume Examples & Samples

Partner with other groups within Audit (Investment Bank, Commercial Bank, Consumer Bank,
Technology, etc.) to ensure the delivery of a seamless program of audit coverage across JPMorgan Chase
Accountancy qualification or similar designation
Experience in a Financial Services firm or in public accounting, with an appropriate level of exposure to and involvement with risk management including operational, credit, market, fiduciary, investment and model risks. Basel and CCAR knowledge is considered a plus
Ability to travel up to 5%

Senior Manager, Management Audit Resume Examples & Samples

CPA or equivalent experience
7+ years of related auditing/ accounting and project management experience (Big 4 audit experience preferred)
Strong leadership and management skill
Ability to position oneself as a strategic partner to assist audit stakeholders in meeting company objectives
Superior project management skills and experience managing large budgets and multiple projects or engagements simultaneously
Microsoft Project
Bachelor's degree - Accounting or Finance

Senior Manager, Risk Management Audit Resume Examples & Samples

Work with risk management audit engagement partners on the resolution of field inquiries
Manage new client and engagement acceptance process
Review state and local government proposal requests, contracts and agreements
Review modifications to firm’s standard contracts and engagement letters
Develop and revise risk policies
Support team leaders in their participation on various U.S. and Global task forces, committees, and working groups
Minimum eight years of experience in an audit client service delivery role or a similar compliance type role; preferably within a professional services firm or similar environment
Bachelor’s degree from an accredited college or university; CPA is required
Applied working knowledge of U.S. GAAP, GAAS, and PCAOB auditing standards
Strong research, analytical, and compliance-oriented skills
Ability to work independently, manage competing priorities and participate in diverse initiatives under tight timelines
U.S. Citizenship required

Trust & Wealth Management Audit Manager Resume Examples & Samples

Manage a comprehensive risk based audit assurance program. Direct and coordinate team audit activities to ensure all assigned responsibilities are performed in a high quality manner and on a timely basis. Responsible for planning and organizing audit activities within the framework established by the department's policies, process universe, and frequency guidelines. Provide input to refine/enhance and/or develop effective and efficient audit processes and procedures. Ensure prescribed schedules, operating policies and procedures are followed; allocate work, sets priorities and deadlines. Assist the Financial Services Audit Manager in developing and monitoring risk assessments through interaction with and analysis of responsible lines of business
Serves as subject matter expert for responsible lines of business. Manage auditors in-charge and assume responsibility for the overall coordination and successful completion of the Retirement Institutional Services and Wealth Division team’s audit plan. Review and evaluate existing systems, processes and controls to determine the adequacy of operating procedures, the effectiveness of internal controls, and reliability of financial information reported on the bank's general ledger and compliance with laws and regulations and corporate policies. Recommend appropriate procedural changes to management, which will facilitate the safeguarding of assets, reduce costs and improve operating efficiency. Supervise and coordinate special audit assignments, to include merger and acquisition activities, special investigations, support of other audit functions and customer inquiries/complaints. Assist Financial Services Audit Manager in the maintenance of current risk profiles for each line of business. Ensure annual Sarbanes-Oxley required control evaluation and testing is performed in a timely, complete, and quality manner
Provide leadership in development of staff and self, taking responsibility for ensuring staff is given the opportunity to develop within the area of responsibility. Enhance knowledge by continually monitoring trends and developments in the auditing profession, banking industry, and financial services industry. Serve as coach for areas of financial services industry questions. Pursue continuing education and additional professional certifications, as appropriate
Proactively develop and maintain mutually beneficial relationships with Financial Services Management. This is accomplished by gaining a clear understanding of their mission and goals, informing them of the services provided by Audit Services, ensuring Audit participation on critical projects/task forces, ensuring Audit projects deliver added value and obtaining meaningful feedback from Audit clients. Be a Client Service champion by consistently modeling world standard client service delivery
Assist Financial Services Audit Manager in developing and maintaining effective, mutually beneficial relationships and communication with line of business management to ensure adequate audit coverage
Maintain rapport with and assist in the coordination of audit efforts with external auditors/bank examiners to ensure prompt and efficient completion of their examination within the scope of assigned audits. Maintain effective communications with external auditors and regulatory examiners, and provide assistance/direction to them in order for them to complete their objectives effectively and efficiently. Perform special audit assignments, due diligence, and ongoing mergers and acquisitions consulting
Maintain a current risk profile for each line of business. Work extensively with line of business management to identify emerging risks and prioritize audit efforts based on changing risk environment
Enhance business knowledge by continually monitoring trends and developments affecting each line of business. Consider the impact of these trends and developments upon audit work planned and performed. Communicate relevant information with audit teams
Set clear objectives for audit teams and monitor progress toward those objectives with a focus on high quality results and employee accountability. Participate in the delivery of feedback to the audit team. Coach and advise audit team members on specific training needed
Participate in departmental budgeting, audit planning, corporate planning, and Audit Committee reporting, etc. In addition, make and approve recommendations for audit personnel regarding employment, training, salary administration, performance appraisals, promotions, transfers terminations and staffing. Maintain budget and expense control in accordance with departmental and bank guidelines
Assist in the development of Audit Services’ Mission Statement, Corporate Goals, Audit Committee and regulatory reports. Make recommendations for assigned personnel regarding employment, training, performance ratings, salary changes, promotions, transfers and terminations; resolve personnel problems; and assist in preparing the annual budget
Ten years experience as a financial services auditor or examiner at a recognized financial services firm
Comprehensive knowledge and competency of current financial services industry laws and regulations, trust and investment advisory services and assigned lines of business
Significant management experience in banking, financial services, or auditing of these relevant areas
Excellent organizational, interpersonal, communication, facilitation, and negotiation skills
Ability to interact directly with Senior Leadership Team and line of business management
Willingness and ability to travel when necessary, including overnight
Demonstrated proficiency in basic computer applications such Microsoft Office software products
Graduate degree in a business related field
Strongly desire professional certification

Management Audit Resume Examples & Samples

MS Office Suite including Word, Excel, PowerPoint, and Access
Strong project management and organizational skills with ability to be accountable for multiple aspects of several projects simultaneously
Good judgment, ability to maintain confidentiality, and high level of ethics, integrity, and professionalism
Familiarity with SAP
Currently pursuing (or recently graduated with) a degree in finance, accounting, business or other related field
GPA of 3.0 or higher

Asset Management Audit Resume Examples & Samples

At least 2-3 years of Asset Management/Wealth Management audit or business experience
Detailed knowledge of products and services provided within the Wealth Management business including investment management, brokerage, banking and specialty wealth advisory services
Professional accountancy qualification and/or other professional certifications, such as Series 7, CFA, or CFIRS are a plus

Brokerage & Wealth Management Audit Manager Resume Examples & Samples

Manage the overall execution and completion of concurrent (typically two) audit projects on a timely basis
Manage the audit to focus on key risks and ensure efficient and effective delivery with the highest quality, in compliance with professional standards and audit policies
Review and interpret work papers and analyses presented by team members and consistently draw the right conclusions
Prepare for and conduct key audit meetings and presentations with management
Inspire and challenge audit teams to achieve excellent performance and collaboration
Mentor and develop audit staff and act as a knowledge resource
Effectively identify and communicate unusual/difficult problems and recommended solutions to audit leadership
Assess audit staff against established performance and leadership criteria; provide timely, honest and meaningful project evaluations. Establish open and effective communication with management and work collaboratively with functional partners across the organization
Serve as contact with line of business management in a collaborative way to foster positive working relationships, promote Audit's image, provide control advice and issue trends and to stay abreast of major business activities and changes in the business; and make audit plan recommendations as necessary
Support continuous process improvement by identifying needs and opportunities and recommending appropriate process changes; champion common audit process approach; recommend process changes to maintain the highest quality standards
Assist Audit leadership, as appropriate in communicating with and fulfilling information requests from federal and state regulators
Bachelor's degree in related field of study
7-10 years of relevant experience within the financial services industry and/or public accounting
Strong critical thinking skills and experience auditing risks in a dynamic organization
Strong leadership and managerial skills (detail-oriented, deadline driven, self-directed, organized, etc.) with proven track record of increasing responsibilities within the organization
Effective project management skills and the ability to manage several projects/activities simultaneously
Ability to multi-task and work well in a changing environment
Demonstrated skill in successfully managing audit teams with an emphasis on staff development
Ability to develop and maintain strong management relationships within assigned audit area(s)
Proficient in MS-Word, Excel, PowerPoint, and Outlook. Experience with TeamMate and Flowcharting software a plus
Knowledge of online broker/dealer, registered investment advisor, for-ex and futures (e.g. FINRA, SEC, NFA), and other industry regulations/frameworks (e.g. COSO and SOX) preferred
Knowledge of data mining and analytical tools preferred (SAS, ACL, IDEA, MS Access)
Related certification strongly preferred (CPA or CIA preferred)
Occasional travel required

Asset Management Audit Resume Examples & Samples

Govern periodic council meetings (as appropriate) (governance includes charter and workgroup)
Assess Skills Adequacy and associated training requirements
Serve as respective topic expert
Define Audit tollgate engagement model
Perform Top Down Analysis to ensure comprehensive audit coverage across select COI risks
Ensure through QC that COI has been appropriately mapped to applicable Audit Universe Items (AUIs)
Oversee execution of related audits and monitor audit coverage in the Bottoms Up plan
Attend tollgates as defined in engagement model
Create a COI Strategy Memo
Create and manage COI RAMs and/or ensure COI risks captured within other standard RAMs
Identify themes and trends from issues and provide a qualitative view of audit coverage and how the firm is managing the related control risks with the Audit Committee and Senior Management
Participate in peer and industry groups as appropriate
Provide relevant industry updates to Audit teams and business stakeholders (as applicable)
Demonstrated experience in the area
Holds and maintains relevant certification(s)
Minimum of a Bachelor's degree in Accounting, Finance, or related discipline
Must have 10+ years of COI experience (including audit)
Strong knowledge of laws and regulations relating to COI, their interpretation in the financial services industry and by regulators
Enthusiastic, self-motivated, effective under pressure and willing to take risk

Asset Management Audit Resume Examples & Samples

Work with LOB auditors to ensure the appropriate execution of fiduciary audit coverage of investment management services
Provide detailed guidance, review and challenge during the scoping, execution and reporting of fiduciary audit activities and issue validations specifically relating to investment managements services
Help ensure the LOB audit team is appropriately qualified to effectively execute testing
Identify cross-business issues and trends, and share across audit teams to affect changes to planned coverage
Maintain investment management expertise by staying abreast of industry, regulatory and political developments
Provide relevant industry updates to Audit teams and business
Assist the Fiduciary SME Team in the determination of necessary staff training requirements and strategies and benchmarking approach/coverage against those of our peers
Establish, as appropriate and applicable, minimum standards and guidelines, including creating and maintaining standard investment management test programs (RAMs) appropriately incorporating 12 CFR9 and ERISA requirements
Proactively identify areas where risk exists and advise LOB audit teams on the appropriate assessment of fiduciary risk
Participate in the annual planning process for each applicable audit team to influence appropriate and consistent coverage within and across businesses
Promote a culture that encourages integrity, respect, inclusion, innovation and excellence
Minimum of a Bachelor's degree in Accounting, Finance, or related discipline. Certified Financial Analyst (CFA) Certification expected
Must have 15+ years of broad investment management experience
Broad and deep knowledge of first and second line investment processes, investment products, including alternatives and structured products, and vehicles across all client segments
Ability to manage projects and participate in audit assignments in a team environment

Asset Management Audit Resume Examples & Samples

Work with LOB auditors to ensure the appropriate execution of fiduciary audit coverage of investment management services and regulatory requirements specifically 12 CFR 9 (including 12 CFR 9.18) and/ or ERISA
Must have 15+ years of 12 CFR 9 and /or ERISA experience relating principally to investment management services
Broad and deep knowledge of first and second line investment processes, investment products and vehicles across all client segments

Asset Management Audit Resume Examples & Samples

Work with LOB auditors to ensure the appropriate execution of fiduciary audit coverage of trust and estate administration and regulatory requirements specifically 12 CFR 9
Provide detailed guidance, review and challenge during the scoping, execution and reporting of fiduciary audit activities and issue validations specifically relating of trust and estate administration
Maintain trust and estates administration expertise by staying abreast of industry, regulatory and political developments
Establish, as appropriate and applicable, minimum standards and guidelines, including creating and maintaining standard invetsment management test programs (RAMs) appropriately incorporating 12 CFR9 and ERISA requirements
Minimum of a Bachelor's degree in Accounting, Finance, or related discipline. CFIRS certification expected
Must have 15+ years of 12 CFR 9 experience
Broad and deep knowledge of first and second line trust and estate administration processes

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