Assistant Manager - Client Advisory Services

Under the direction of a Manager, the Assistant Manager works on client deliverable in a timely fashion, with the expected quality in accordance with company policies and procedures. Assistant Manager works closely with the team to deliver the collective output to the client on a timely manner. He also coaches the junior/senior staff to improve their skills, quality and competencies. Responsible for review of Financial Statements and preparation of some of the complex financials. Team's task planning, reviews, best practices, client onboarding, etc.Note: This is a leadership role. The candidates should have experience and exposure to most of the areas mentioned in responsibilities and expectation section below.
Primary focus of this role is review of other's work and analysis.• In the process of learning to review and finalize work prepared by other associates.• Look for errors in completeness and accuracy as well as training opportunities for the preparation team to be more effective in the future.• Provide feedback and clear instruction of what the errors were and how they can be fixed. Document feedback in the review notes tool.• Wrap up the project and ensure all files, supporting documents, and signoffs are complete as appropriate.• Communicate items of interest and conclusion of analysis on reported numbers.• Offer best practices in classification and supporting documentation.• Provide ongoing attention to the sufficiency of transactional documentation.• Able to service complex projects with minimal instruction or guidance.• Calculate and prepare metrics such as key performance indicators (KPI's) and dashboards for client use.• Directly downward manage the team and upward manage the job manager via recurring check-in meetings and discussion.
Collaborate with the team to address their needs in timely manner.• Learn Wipfli Way to enhance the team collaboration and collectively work towards common objectives.• Work as the performance coach to develop the skills required to go up in the value chain.• Train the staff on multiple core skills, processes, tools, etc.• Participate in operational support activities related to the practice/team appraisals and goal setting of assigned associates.• Assist in issue resolutions, improve collaboration among the teams, etc.• Ability to work independently under tight time schedules.• Ability to analyze data and recommend solutions.• Ability to identify, address and resolve client concerns.• Ability to maintain client confidentiality, personal objectivity, and professional skepticism.• Ability to present a professional appearance and demeanor.• Ability to be flexible with scheduling to meet workflow demands.• Proficiency in Word, Excel, Adobe, PPT, Outlook and one or more accounting packages such as QBO, Intacct, etc.
Experience of financial statement reviews, preparation of complex statement.• QuickBooks ProAdvisor certification is a plus but not required at the time of interview and hire (will be required to be obtained after starting).• At least 6 years of job-related experience in the public accounting field with an emphasis on U.S. GAAP accounting specifically related to small to mid-size businesses or at least 6 years of job-related experience as a controller for a small to mid-size U.S. company.• Recent QBO or Intacct or similar accounting package experience.• Should have a good familiarity with software tools and systems.• Prior supervisory and training experience, prior accounting software experience, prior business management experience• Experience Deferred revenue and Revenue recognition• Preparation and Review of work Papers periodically• Experience in Prepaids, Accruals, Intercompany accountingProject Management:• Train the staff on multiple core skills, processes, tools, etc.• Participate in operational support activities related to the practice/team appraisals and goal setting of assigned associates.• Assist in issue resolutions, improve collaboration among the teams, etc.• Ability to work independently under tight time schedules.• Ability to analyze data and recommend solutions.• Ability to identify, address and resolve client concerns.