Audit Senior - Financial Services

About Grassi

Grassi is a leading US-based accounting and advisory firm with a strong national presence across multiple offices in the United States. The firm provides comprehensive services in audit, tax, advisory, and consulting, serving diverse industries including nonprofit, healthcare, real estate, manufacturing, and financial services. With a workforce of 550+ professionals, Grassi is widely recognized for its client-focused approach, technical excellence, and commitment to delivering strategic insights that help organizations achieve sustainable growth and operational efficiency.

Grassi India serves as the global capability center supporting Grassi’s international client engagements by delivering high-quality, technology-enabled solutions across advisory, audit, tax, and accounting functions. Headquartered in Indore, with a growing presence in Ahmedabad and Vadodara, Grassi India enables seamless cross-border collaboration and plays a vital role in driving innovation, scalability, and service excellence. The organization offers a dynamic and growth-oriented environment where professionals gain exposure to global projects, build specialized expertise, and develop long-term careers within a globally respected and award-winning firm.

This open position is with Grassi India. Grassi India serves as the global capability center of Grassi (USA).

About the Role

We are seeking an experienced Audit Senior – Financial Services to support the execution of US audit engagements for clients across the financial services industry. This role is ideal for professionals with a strong foundation in US GAAP and US auditing standards, experience working with investment companies, broker-dealers, private equity, hedge funds, or other financial services entities, and the ability to collaborate effectively with US engagement teams while delivering high-quality audit services.

Key Responsibilities, but are not limited to:

• Execute audit procedures for US financial services clients, including investment funds, private equity, hedge funds, broker-dealers, and other financial institutions
• Prepare and review audit workpapers in accordance with US GAAP, US GAAS, and firm methodologies
• Perform substantive testing, analytical procedures, and internal control testing across various audit areas
• Assist in the planning and execution of audit engagements while ensuring timely completion of assigned tasks
• Prepare financial statements and related disclosures in accordance with applicable accounting standards
• Experience performing audit procedures over the valuation of Level 1, Level 2, and Level 3 financial instruments, including evaluating pricing sources, valuation models, key assumptions, and supporting documentation.
• Coordinate directly with US onshore engagement teams to address audit queries, documentation requests, and engagement requirements
• Identify audit issues, perform technical research, and communicate findings to engagement managers
• Ensure compliance with firm quality standards, audit methodologies, and documentation requirements
• Assist in improving audit processes, leveraging technology, and identifying opportunities for operational efficiencies
• Stay updated on changes in US auditing standards, accounting guidance, and financial services industry regulations
• Support engagement management activities, including tracking project progress, meeting deadlines, and maintaining strong client service standards

Qualifications & Skills:

• Bachelor's degree in Accounting, Finance, Commerce, or a related field
• BCom / MCom / CPA / CA qualification or active pursuit preferred
• 2 to 4+ years of experience in US Audit, with exposure to Financial Services clients in public accounting or outsourcing environments
• Strong knowledge of US GAAP, US GAAS, and financial reporting requirements
• Experience auditing financial services entities such as investment funds, private equity, hedge funds, broker-dealers, or asset management companies preferred
• Experience with audit software such as CaseWare, CCH Engagement, AdvanceFlow, or similar audit platforms
• Strong understanding of audit documentation, risk assessment, and internal control testing
• Excellent analytical, problem-solving, and critical thinking skills
• Strong communication and interpersonal skills with the ability to collaborate across global teams
• Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment
• High attention to detail and commitment to delivering quality work
• Proficiency in Microsoft Excel and other Microsoft Office applications

You will enjoy working at Grassi India if you are looking for…

• Build a global career with Grassi through exposure to US accounting, audit, tax, and advisory while collaborating with international clients and onshore teams.
• Experience a people-first culture that promotes transparency, collaboration, flexibility, and strong work-life balance.
• Benefit from continuous learning, structured development programs, and clearly defined career growth opportunities.
• Work in a high-performance environment contributing to impactful global engagements and innovative solutions alongside an ambitious team.

Website

http://www.grassiadvisors.com

Recruitment Fraud Notice

Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond; please verify it by calling Grassi’s main phone number listed on our official website.