Analyst – Client Advisory Service - US Accounting

Overview

Position: Analyst - CAS (US Accounting) (2 to 5 years of accounting experience) Type: Full-Time Employee (FTE) 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,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 the impact 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. • Industry Type: MRD 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. • Actively participate in community activities to develop positive relationships with community leaders and members. • Exposure to working on manufacturing domain is good to haveQualification, Skills & Experience 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/accounting experience. • 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. • Prior experience in Intacct, Bill.com, Expensify and QuickBooks Online are highly desirable. • Bill.com certification and QuickBooks ProAdvisor certification are preferred 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 player • Ability to plan, prioritize, and organize work effectively • Ability to balance many projects simultaneously • Ability to work under pressure and time deadlines • Ability to work independently • Ability to be flexible with scheduling to meet workflow demands • Ability to present a professional appearance and demeanor • Ability to maintain client confidentiality, personal objectivity, and professional skepticism • Prefered to work in Manufacturing Retail Distribution (MRD) and open to opportunities across multiple industries.No. of positions: 01 Work location: Wipfli India, Bengaluru/Ahmedabad