Primary focus of this role is reviewing other's work and analysis.
In the process of learning to review and finalize work prepared by other associates.
Look for errors in completeness and accuracy as well as training opportunities for the preparation team to be more effective in the future.
Provide feedback and clear instructions regarding what the errors were and how they can be fixed. Document feedback in the review notes tool.
Wrap up the project and ensure all files, supporting documents, and signoffs are complete as appropriate.
Communicate items of interest and conclusion of analysis on reported numbers.
Offer best practices in classification and supporting documentation.
Provide ongoing attention to the sufficiency of transactional documentation.
Able to service complex projects with minimal instruction or guidance.
Calculate and prepare metrics such as key performance indicators (KPI's) and dashboards for client use.
Directly manage the team and upward manage the job manager via recurring check-in meetings and discussion.
Additional Responsibilities:
Collaborate with the team to address their needs in a timely manner.
Learn Wipfli Way to enhance team collaboration and collectively work towardscommon objectives.
Work as a performance coach to develop the skills required to go up in the valuechain.
Train the staff in multiple core skills, processes, tools, etc.
Participate in operational support activities related to the practice/team appraisalsand goal setting of assigned associates.
Assist in issue resolutions, improve collaboration among the teams, etc.
Ability to work independently under tight time schedules.
Ability to analyze data and recommend solutions.
Ability to identify, address and resolve client concerns.
Ability to maintain client confidentiality, personal objectivity, and professionalskepticism.
Ability to present a professional appearance and demeanor.
Ability to be flexible with scheduling to meet workflow demands.
Proficiency in Word, Excel, Adobe, PPT, Outlook and one or more accountingpackages such as QBO, Intacct, Bill.com, MIP Abila
Role Expectations:
Work on the assigned client or organizational audit/accounting work to producethe expected result in a timely manner.
Have regular interactions with the clients, seniors, and other office counter partsto collaborate on multiple tasks.
Communicate work plan status and issues for both client and Senior Specialists.
Coach and guide the assigned seniors on advanced accounting practices &methodologies, financial statement preparation.
Meet the communication and documentation standards to produce the expectedand related work.
Participate in improving the processes, practices, tools & systems.
Participate in advisory initiatives.
Collaborate with other team members to assist them with the deliverables ordependencies.
Preparation & review of complex financial statements/audit areas.
Pro-active engagement with the clients and managers on growth, expansion andadvisory areas.
Participate in staffing planning, practice related activities, hiring, etc.
Team management: Task allocation, tracking, reviews, coaching, issue resolution.
Knowledge, Skills and Abilities Required:
Experience of financial statement reviews, preparation of complex statements.
QuickBooks ProAdvisor certification is a plus but not required at the time ofinterview and hire (will be required to be obtained after starting).
At least 6 years of job-related experience in the public accounting field with anemphasis on U.S. GAAP accounting specifically related to small to mid-sizebusinesses or at least 6 years of job-related experience as a controller for a small tomid-size U.S. company.
Recent QBO or Intacct similar accounting package experience.
Should have a good familiarity with software tools and systems.