• Review and understand various applicable regulatory compliance regulations, interpret the requirements and check policies, procedures, files and transactions for compliance.• Responsibilities include analysis, problem solving and testing samples of work of others for compliance with underlying regulations and policies and procedures.• Deliver high-quality work products and assist other team members within the service line.• Adhere to the work plan defined by the Senior/Manager• Support the team in providing other compliance related services to financial services and other industry clients as required.• Participate in calls with the onshore (US) team to discuss team progress, quality and productivity.• Team player with good interpersonal and communication skills.Essential Qualifications and Experience:• Master's or bachelor's degree in accounting or finance (M. Com/B. Com/MBA). Major in Banking would be a plus.• Minimum 5 years of experience in the banking industry. Experience in reviewing and interpreting regulations, policies and procedures in areas such as deposits, loans, and other banking-related regulations, and verifying compliance with these requirements is strongly preferred.• Familiar with calculation of interest workings• Prior experience of working with overseas teams is desirable.• Experience working with US based financial institutions is an added advantage.
Skills and qualifications
• Good spoken and written English• Self-motivated and detail-oriented• Strong desire and capacity to learn• Ability to plan and prioritize multiple projects, follow through on requests, take initiative, work under pressure and meet deadlines.• Able to generate quality work product in a timely manner with strong attention to detail.• Able to communicate well with team members across US and India.• Ability to grasp new things quickly and apply learnings• Team player with strong interpersonal and communication skills• Good knowledge of Microsoft Outlook, Excel and Word, and Adobe. Prior experience with CaseWare is a plus.
No. of positions: 01
Work location: Wipfli India, Bengaluru.
Skills Required
- Bachelor's or Master's degree in accounting or finance (B.Com, M.Com, MBA)
- Minimum 5 years of experience in the banking industry
- Experience reviewing and interpreting banking regulations, policies and procedures (deposits, loans, related areas)
- Familiarity with interest calculation workings
- Prior experience working with overseas teams
- Experience with US-based financial institutions
- Good spoken and written English
- Ability to plan and prioritize multiple projects, meet deadlines, and work under pressure
- Strong attention to detail and ability to produce quality work products
- Ability to communicate and collaborate with team members across US and India
- Good knowledge of Microsoft Outlook, Excel and Word, and Adobe
- Prior experience with CaseWare
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 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.
