Wipfli

Analyst - CAS (US Accounting)

Posted An Hour Ago

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Bengaluru, Bengaluru Urban, Karnataka, IND

Hybrid

Mid level

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services

We are curious, inventive, perceptive and approachable.

The Role

Provides accounting services for Client Advisory Service clients, including accounts payable and receivable, transaction processing, reconciliations, payroll entries, general ledger maintenance, financial statement support, compilation procedures, workflow monitoring, and client communication. The role requires familiarity with US GAAP, accounting software, deadlines, confidentiality, and managing multiple client engagements.

Summary Generated by Built In

Position: Analyst - CAS (US Accounting) (2 to 5 years of accounting experience) Type: Full-Time Employee (FTE) Under the direction of the Accounting Senior or Assistant Manager, the Accounting Analyst provides business accounting services for the firm's CAS (Client Advisory Service) clients, including processing of accounts payable, accounts receivable, banking and credit card transactions,reconciliations, payroll entries, maintenance of general ledgers, support in preparation of monthly financial statements, and communicates results to firm associates, in accordance with company policies and procedures. Roles and Responsibilities • Enter and process client accounting transactions in the appropriate accounting software on a regular and timely basis and analyze the impact of these transactions on the books of accounts. • Monitor workflow in Bill.com for assigned clients on a regular basis to ensure all transactions are processed in a timely manner. • Perform compilation procedures in accordance with firm and professional standards as directed by engagement leaders. • Develop technical competencies with US GAAP and various accounting software systems and other applications used to provide the Client Advisory services. • Respond to client and India and US firm associate requests in a timely, accurate, positive and professional manner. • Communicate proactively with other firm associates and clients regarding open items or other important matters in a timely manner. • Adhere to prescribed budgets and deadlines. Additional Responsibilities • Prepare correspondence related to client engagements as appropriate. • Participate in core CPE programs. • Develop a familiarity with Wipfli service offerings with the intent of applying that knowledge towards identifying additional client opportunities. • Actively participate in community activities to develop positive relationships with community leaders and members. Qualification, Skills & Experience Required • An associate degree in accounting or an equivalent combination of education and experience. • Requires a minimum of 2 years of prior bookkeeping/accounting experience. • Proficient in monthly bookkeeping and month-end. reconciliation processes, including bank, credit card, fixed assets, accounts payable, accounts receivable, payroll, general ledger and other assets and liabilities. • Experienced in vendor reconciliation. • Prior experience in Intacct, Bill.com, Expensify and QuickBooks Online are highly desirable. • Active and proactive communicator and a great team player • Ability to plan, prioritize, and organize work effectively • Ability to balance many projects simultaneously • Ability to work under pressure and time deadlines • Ability to work independently • Ability to be flexible with scheduling to meet workflow demands • Ability to present a professional appearance and demeanor • Ability to maintain client confidentiality, personal objectivity, and professional skepticism • Prefered to work in Financial Services (FS) industry and open to opportunities across multiple industries.No. of positions: 01 Work location: Wipfli India, Bengaluru

Skills Required

Associate degree in accounting or equivalent combination of education and experience
Minimum of 2 years of prior bookkeeping or accounting experience
Proficiency in monthly bookkeeping and month-end reconciliation processes
Experience reconciling bank accounts, credit cards, fixed assets, accounts payable, accounts receivable, payroll, general ledger, assets, and liabilities
Experience with vendor reconciliation
Prior experience with Intacct, Bill.com, Expensify, and QuickBooks Online
Strong communication, teamwork, planning, prioritization, and organizational skills
Ability to manage multiple projects, work under pressure, meet deadlines, and work independently
Ability to maintain client confidentiality, objectivity, and professional skepticism
Financial Services industry experience

What the Team is Saying

Wipfli Compensation & Benefits Highlights

Retirement Support — Employer matching and profit-sharing in the 401(k) are emphasized, with mentions of matching up to 6% plus additional profit sharing and relatively low fees. Feedback suggests this is one of the most attractive components of the package.
Leave & Time Off Breadth — Flexible Time Off (unlimited/flexible PTO) is highlighted as a strong perk, and the firm notes safeguards to encourage taking time away (e.g., alerts when no time off for 90 days). Feedback suggests employees can plan time off with fewer rigid caps.
Parental & Family Support — Offerings span paid parental leave, family-care leave, and family-formation benefits covering fertility, adoption, and surrogacy. These components are consistently described as relatively comprehensive.

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The Company

HQ: Milwaukee, WI

2,900 Employees

Year Founded: 1930

What We Do

Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Why Work With Us

At Wipfli, people count. Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.