Financial Accountant - Entry Level

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

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 Balance Sheet Reconciliations and Analysis - Various requests for GL Account information - Wipfli Foundation monthly Accounting and Check Requests - Monthly Journal Entries and Bank Account Reconciliation - Preparation and Send to Accounts Payable check requests for Foundation gifts - Preparation and completion of various Financial Surveys - Back up for Sales/Use Tax and 1099 Reporting - Other Various Partnership requests

Knowledge, Skills and Abilities

Knowledge - Bachelor’s degree in Accounting; CPA or CMA a plus - 0-3 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 - Proven interpersonal skills, including written and oral communication skills including being comfortable with interacting with firm leadership - Developing 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