Overview:
At Wipfli, people count.
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Responsibilities:
WHAT YOU'LL DO
* Manage day-to-day financial reporting accuracy for assigned clients.
* Assist with complex general ledgers, identifying missing transactions and trends to ensure overall accuracy.
* Guide the review and approval of account classifications.
* Review balance sheets for accuracy and facilitate follow-up.
* Coordinate project tasks to ensure efficient client workflow.
* Prepare and/or review the initial draft of monthly reporting packages, including KPIs/metrics.
* Prepare and finalize month-end close.
* Maintain and update the client procedure manual to ensure appropriate process documentation.
* Prepare and/or review work papers and schedules to ensure completeness and accuracy.
* Participate in cross-collaboration with other teams/service lines, as applicable.
* Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints.
* Assist in the development of best practices.
Qualifications:
WHAT WE SEEK
* Bachelor's degree in Accounting, Finance, or a related fiel
* CPA certification preferred
* Minimum of 5 years of accounting experience, with a focus on financial reporting and general ledger management
* Experience with full cycle accounting in the healthcare industry e.g., physician practice, skilled nursing, hospitals and clinics
* Strong understanding of accounting principles and month-end close processes
* Excellent analytical and problem-solving skills
* Proficient in accounting software and Microsoft Office Suite
* Strong communication and interpersonal skills
* Ability to project manage multiple tasks and meet deadlines
Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her Christine Villicana LinkedIn to connect!
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