Outsourced Controller - Real Estate Industry Clients

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:     - Review financial reporting packages and work papers for quality, completeness, and timely delivery.  - Prepare and analyze benchmarking data and key performance indicators to support client insights.  - Present completed reporting packages and findings to clients as directed.  - Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.  - Provide technical accounting support to clients and their teams on complex issues.  - Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.  - Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters. 

Knowledge, Skills and Abilities

Qualifications:     - Bachelor’s degree in Accounting, Finance, or Business.  - 4–6 years of experience in public or private accounting.  - 3+ years managing associates and/or teams.  - Professional certification (e.g., CPA, CMA) preferred.  - Proficiency in financial reporting and analysis.  - Strong planning, prioritization, and organizational skills.  - Strong project management and relationship-building skills, with a client-first mindset.  - Excellent written, verbal, and presentation skills.  - Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies.  - Demonstrated ability to influence others, promote constructive change, and develop team members.  - Ability to travel up to 10%     

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 $103,000 to $154,000 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-