Analyst - US Accounting (CAS)

Overview

Accounting Analyst - MRD

Under the direction of the Accounting Senior or Assistant Manager, the Accounting Analyst provides business accounting services for the firm’s CAS (Client Advisory Service) clients, including processing of accounts payable, accounts receivable, banking and credit card transactions and reconciliations, payroll entries, maintenance of general ledgers, support in preparation of monthly financial statements, and communicates results to firm associates, in accordance with company policies and procedures.

Roles and Responsibilities

Enter and process client accounting transactions in the appropriate accounting software on a regular and timely basis and analyze theimpact of these transactions on the books of accounts.

Monitor workflow in Bill.com for assigned clients on a regular basis to ensure all transactions are processed in a timely manner.

Perform compilation procedures in accordance with firm and professional standards as directed by engagement leaders.

Develop technical competencies with US GAAP and various accounting software systems and other applications used to provide the Client Advisory services.

Respond to client and India and US firm associate requests in a timely, accurate, positive and professional manner.

Communicate proactively with other firm associates and clients regarding open items or other important matters in a timely manner.Adhere to prescribed budgets and deadlines.

Additional Responsibilities

Prepare correspondence related to client engagements as appropriate.

Participate in core CPE programs.Develop a familiarity with Wipfli service offerings with the intent of applying that knowledge towards identifying additional client opportunities.

Working on Non-Profit/Tribal, Gaming domain is good to have

Actively participate in community activities to develop positive relationships with community leaders and members.Qualification, Skills, Experience and Competencies Required

An associate degree in accounting or an equivalent combination of education and experience.A Semi-qualified CA would be nice to have but not required.Requires a minimum of 2 years of prior bookkeeping/accountingexperience.

Proficient in monthly bookkeeping and month-end reconciliation processes, including bank, credit card, fixed assets, accounts payable, accounts receivable, payroll, general ledger and other assets and liabilities.  Experienced in vendor reconciliation.Familiar with grant accounting & experience with Intacct is beneficial but not mandatory.

Prior experience in Intacct, Bill.com, Expensify and QuickBooks Online are highly desirable.

Bill.com certification and QuickBooks ProAdvisor certification arepreferred but not required at the time of interview and hire (will be required to obtain certification after starting).

Experience in preparation of financial statements is not required, but nice to have.Active and proactive communicator and a great team playerAbility to plan, prioritize, and organize work effectivelyAbility to balance many projects simultaneouslyAbility to work under pressure and time deadlinesAbility to work independentlyAbility to be flexible with scheduling to meet workflow demandsAbility to present a professional appearance and demeanor bility to maintain client confidentiality, personal objectivity, and professional skepticism