Project Management - Client Accounting Services

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:   • Develop and implement comprehensive training programs for CAS teams to ensure adherence to project management best practices. • Conduct regular training sessions to enhance project management skills • Provide hands-on and ongoing support and guidance to team members, with a special emphasis on newly onboarded associates and clients. • Act as a project management mentor to CAS teams, offering guidance and advice to support personal and professional growth. • Facilitate regular check-ins and one-on-one meetings to address concerns, provide feedback, and serve as a resource for project management strategies. • Promote a collaborative and inclusive environment that inspires motivation and team cohesion around excellent project management. • Implement robust monitoring systems to track project management performance at overall, team, and individual levels. • Conduct regular evaluations to identify areas for improvement and address issues promptly. • Prepare detailed reports on team performance, presenting findings and recommendations to senior management. • Ensure the delivery of high-quality, timely financial services through hands-on training, mentoring, and proactive monitoring.

Knowledge, Skills and Abilities

Qualifications:   • A degree in Business Administration, Accounting, or Finance, or equivalent. • Certified in Project Management (PMP, ACP, CAPM, CPM) is preferred. • Five+ years of job-related experience in job level project management with special emphasis on experienced around budget, key milestones, project deadlines, and client service outcomes. • Proven track record of effectively training and mentoring teams, preferably within a service-based field. • Strong analytical and problem-solving skills, with a keen attention to detail. • Excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders at various levels. • Proven experience in client relationship management, with a focus on ensuring client satisfaction and maintaining strong client partnerships. • Working knowledge of finance and accounting concepts and terminology. • Proficient in Microsoft suite of tools, with special emphasis on data extraction and analysis. • Ability to work independently and manage multiple priorities in a fast-paced environment. • Experience in adult learning principles and techniques, with a focus on developing and delivering effective training programs, preferred.   Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!    #LI-TF1 #LI-REMOTE