Senior - Client Advisory Services

Senior -US Accounting
CAS Senior provides business accounting services for the firm's Accounting clients, including preparation of monthly financial statements, assistance with on-boarding (of clients) and conversions, performing detailed quality assurance checks for all clients and associates and communicates results to firm associates, ensuring the firm is proactively identifying opportunities and serving the client's needs in accordance with company policies and procedures.
Role and Responsibilities:
• 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 deadlines• 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 on-boarding 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.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 fieldwith 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• Ability to be flexible with scheduling to meet workflow demands• Ability to maintain client confidentiality, personal objectivity, and professional skepticism• Openness to travel Occasional overnight travel may be required,• This position is for Non-Profit Industry and having industry experience in below is a plus