Overview

Role and Responsibilities:

• Lead the team of around 8-10 people to give the best client service .through deliverables and interactions.
• Oversee day-to-day operations across Industry and ensure alignment with organizational goals and quality standards.
• Develop strong AM group who can inturn develop their team committed to integrity and excellence in their deliverables.
• Identifying trends in completeness and accuracy and finding training opportunities for the preparation team.
• Communicating noteworthy items and the conclusion of analysis on reported figures.
• Monitor team’s performance and optimize resource allocation for maximum impact.
• Handling complex projects with minimal instruction or guidance.
• Computing and preparing metrics such as key performance indicators (KPI’s) and dashboards for client utilization.
• Managing the team directly and managing the job manager upwardly through regular check-in meetings and discussions.

Technology skills and Competencies:

• Learn the Wipfli Way to boost team collaboration and work collectively towards shared goals.
• Collaborate with the performance coach to develop necessary skills for career progression.
• Train the staff on various core skills, processes, tools, etc.
• Participate in operational support activities such as practice/team appraisals and goal setting for assigned associates.
• Assist in resolving issues and enhancing team collaboration.
• Ability to work autonomously under strict time schedules.
• Ability to scrutinize data and propose solutions.
• Ability to identify, address, and resolve client issues.
• Ability to uphold client confidentiality, personal objectivity, and professional skepticism.
• Ability to maintain a professional appearance and demeanor.
• Ability to adapt scheduling to meet workflow demands.
• Proficiency in Word, Excel, Adobe, PPT, Outlook, and one or more accounting packages such as QBO, Intacct, etc.

Role expectations:

• Execute assigned client or organizational audit/accounting tasks to deliver expected results promptly.
• Engage regularly with clients, seniors, and other office counterparts for collaborative task completion.
• Communicate the status of the work plan and any issues to both clients and associates.
• Mentor and guide assigned Associates on advanced accounting practices, methodologies, and financial statement preparation.
• Adhere to communication and documentation standards to produce expected and related work.
• Contribute to the improvement of processes, practices, tools, and systems.
• Participate in advisory initiatives.
• Collaborate with team members to assist them with their deliverables or dependencies.
• Prepare and review complex financial statements and audit areas.
• Engage proactively with clients and managers on growth, expansion, and advisory areas.
• Participate in staffing planning, practice-related activities, hiring, etc.
• Manage the team: Allocate tasks, track progress, conduct reviews, provide coaching, and resolve issues.

Essential qualifications and Experience Required: 

• Exerience of financial statement reviews, preparation of complex
• QuickBooks ProAdvisor certification is a plus but not required at the time of interview and hire (will be required to be obtained after starting).
• Experience in Non-profit industry accounting.
• At least 6 years of job-related experience in the public accounting field with an emphasis on U.S. GAAP accounting specifically related to small to mid-size businesses or at least 6 years of job-related experience as a controller for a small to mid-size U.S. company.
• Recent QBO or Intacct or similar accounting package
• Should have a good familiarity with software tools and
• Prior supervisory and training experience, prior accounting software experience, prior business management experience