- Reconcile major balance sheet accounts, in accordance with work scope, and prepare financial statements for client delivery.
- Efficiently manage missing or incomplete information lists in conjunction with client deadline
- Communicate with job manager to discuss unusual items or variances noted
- Identify efficiencies to be gained and additional client opportunities
- Utilize PSA scheduling tool, time budgets, and client deadlines to determine work order prioritization throughout the month
- Self-manage schedule and allow time for unforeseen circumstances such as review issues, associate training, missing information, client delays, etc.
- Utilize critical thinking and outward mindset to both deliver service and collaborate with associates
- Leverage other associates and administrative staff for back-office functions
- Demonstrate curiosity to understand the client's business operations and strategic goals. Prepare periodical financial statements for Wipfli' s clients, ensure quality assurance with core accounting operations performed by the team
- Perform compilation procedures in accordance with firm and professional standards as directed by engagement leaders.
- Perform on-boarding of clients and conversion activities as directed by an onboarding and conversion specialist.
- Further develop technical competency with GAAP, various accounting software systems used to provide accounting services, Participate in core CPE programs.Communicate proactively with clients, other firm associates regarding open items, problems, or other important matters in a timely manner.
- Experience in outsourced accounting services is highly advantageous.
- Extensive experience in general ledger reconciliations, with a strong focus on fixed assets.
- In-depth knowledge and hands-on experience with the month-end closing process.
- Experience in handling transitions is a plus.
- To be able to review the work performed by analysts and provide timely feedback.
- Assess the training needs of an analyst through the review process and report to manager.
- Adhere to prescribed budgets and deadlines.
- Prepare correspondence related to client engagements as appropriate.
- 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 and Competencies Required
- B.com/MBA/M.com or any other equivalent degree
- certification is preferred but not required at the time of interview
- At least 4 years of job-related experience in the public accounting field with an emphasis on U.S. GAAP accounting.
- Proficiency in Word, Excel, Adobe, Power Point and Outlook and software applications: depreciation, document management systems and one or more accounting packages such as Bill.com /QBO/ Intacct/MIP/Business Central
- Should have a sound knowledge of software tools and systems
- Active 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 Analyze data and recommend solutions
- Ability to identify, address and resolve client concerns
- Ability to present a professional appearance and demeanor
Top Skills
What the Team is Saying
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.
Gallery
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.
