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 and 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 theimpact 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.
Working on Non-Profit/Tribal, Gaming domain is good to have
Actively participate in community activities to develop positive relationships with community leaders and members.Qualification, Skills, Experience and Competencies Required
An associate degree in accounting or an equivalent combination of education and experience.A Semi-qualified CA would be nice to have but not required.Requires a minimum of 2 years of prior bookkeeping/accountingexperience.
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.Familiar with grant accounting & experience with Intacct is beneficial but not mandatory.
Prior experience in Intacct, Bill.com, Expensify and QuickBooks Online are highly desirable.
Bill.com certification and QuickBooks ProAdvisor certification arepreferred but not required at the time of interview and hire (will be required to obtain certification after starting).
Experience in preparation of financial statements is not required, but nice to have.Active and proactive communicator and a great team playerAbility to plan, prioritize, and organize work effectivelyAbility to balance many projects simultaneouslyAbility to work under pressure and time deadlinesAbility to work independentlyAbility to be flexible with scheduling to meet workflow demandsAbility to present a professional appearance and demeanor bility to maintain client confidentiality, personal objectivity, and professional skepticism
Skills Required
- An associate degree in accounting or equivalent
- Minimum of 2 years of bookkeeping/accounting experience
- Proficient in monthly bookkeeping and reconciliation processes
- Familiar with grant accounting
- Experience with Intacct, Bill.com, Expensify, and QuickBooks Online
What the Team is Saying
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Wipfli Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include flexible/unlimited PTO, paid holidays, wellness or floating days, and paid volunteer time. This breadth provides multiple avenues to rest and recharge beyond standard vacation.
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Parental & Family Support — Offerings include paid parental leave, adoption assistance, and expanded family‑formation benefits such as fertility and surrogacy support. Family medical leave and mental‑health resources further reinforce support for caregivers.
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Inclusive Benefits Coverage — Benefits explicitly include transgender health care and medical travel to ensure access to quality care, alongside fertility, adoption, and surrogacy support. This design signals attention to diverse associate needs across locations and life stages.
Wipfli Insights
What We Do
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients. "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.
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Wipfli Teams
Wipfli Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.
