Financial Analyst – Mid-Level

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

 

Job Summary:Under general direction, the Financial Analyst II contributes to the overall financial performance of the firm by assisting with financial month/year end closing, financial reporting and review, analyzing financial results and general ledger account reconciliations.

Responsibilities

Responsibilities

• Collecting and analyzing operational data for Wipfli LLP and Consolidated Financial Reporting
• Reconciling
• Preparing Monthly adjusting Journal Entries
• Preparing Monthly Accrual Entries
• Monthly General Ledger Account Reconciliations and Analysis
• Identifying and Monitoring variances in Revenue and Expense items
• Detailed Revenue Analysis to Budget/Forecast by Service Line and Market
• Detailed Analysis and Explanations for WIP and AR Write Offs
• Financial Statement and Report development to meet the needs of the Firm and its Partners
• Reconciling Financial Statements to supporting documentation
• AP Invoice GL Coding Approval
• Other Various Partnership requests

Knowledge, Skills and Abilities

Knowledge 

• Bachelor’s degree in Finance, Accounting; CPA or CMA a plus
• 4-8 years of relevant experience in corporate finance, financial planning and analysis, or other related fields.
• Working knowledge of Excel and financial modeling
• Business acumen and curiosity
• Experience working with ERP systems and databases

Skills and Abilities

• Exceptional interpersonal skills, including written and oral communication skills including being comfortable with interacting with firm leadership
• Analytical, decision-making, and problem-solving skills
• Ability to streamline functions and passion to learn and grow
• Comfort with dealing with ambiguity and the ability to work autonomously
• Attention to accuracy and detail
• Plan, prioritize, and organize work effectively
• Balance multiple projects simultaneously

Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-TF1 #LI-REMOTE

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $60,000 - $85,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. 

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care,