Job Description:
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. POSITION SUMMARY:The Manager, Internal Audit performs financial, operational, and compliance audits for Chevy Chase Trust Company and ASB Capital Management under the guidance of the Vice President (VP) Internal Audit. The Manager will need excellent project management skills, advanced written and verbal communication skills, dedication to teamwork and leadership and integrity within a professional environment. The Manager will work closely with various levels of management to execute the audit plan.
Manager, Internal Audit: DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
Assist VP Internal Audit with annual audit planning for financial, operational, and compliance audits.
Apply standard accounting principles and audit procedures which will include interviewing stakeholders, audit control scoping, analyzing data, and writing reports;
Execute audits, including the testing of design and operating effectiveness of internal controls;
Prepare audit work papers that follow audit documentation standards which thoroughly support conclusions;
Identify and document findings, and discuss findings and associated remediation plans with management after consultation with and agreement from the VP Internal Audit;
Manage multiple priorities/projects within expected deadlines;
Build effective relationships with all functional areas of the company as well as external auditors.
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 thoughts effectively in written reports using audit report standards;
Ability to effectively communicate audit requests and audit results to all stakeholders;
Ability to develop and maintain working relationships and deal effectively with Company personnel, including frequent interaction with middle management.
Manager, Internal Audit: EXPERIENCE:
4-6 years of relevant work experience, including a minimum of one year of experience in public accounting;
1-2 years of experience working in related financial sector, with risk-based audit approach preferred;
Work experience should demonstrate a progression in complexity, scope, and number of projects at one time.
Bachelor's degree in Accounting, Business, or Finance
Professional credentials such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), or progress toward certification
BFS7501 Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance. If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000. Equal Opportunity Employer/Veterans/Disabled
