Manage a team focused on delivering high-quality accounting services, mentoring staff, optimizing operations, and client engagement. Responsible for financial statement preparation, KPI monitoring, and team performance management.
- Lead the team of around 8-10 people to give the best client service .through deliverables and interactions.
- Oversee day-to-day operations across Industry and ensure alignment with organizational goals and quality standards.
- Develop strong AM group who can inturn develop their team committed to integrity and excellence in their deliverables.
- Identifying trends in completeness and accuracy and finding training opportunities for the preparation team.
- Communicating noteworthy items and the conclusion of analysis on reported figures.
- Monitor team's performance and optimize resource allocation for maximum impact.
- Handling complex projects with minimal instruction or guidance.
- Computing and preparing metrics such as key performance indicators (KPI's) and dashboards for client utilization.
- Managing the team directly and managing the job manager upwardly through regular check-in meetings and discussions.
- Learn the Wipfli Way to boost team collaboration and work collectively towards shared goals.
- Collaborate with the performance coach to develop necessary skills for career progression.
- Train the staff on various core skills, processes, tools, etc.
- Participate in operational support activities such as practice/team appraisals and goal setting for assigned associates.
- Assist in resolving issues and enhancing team collaboration.
- Ability to work autonomously under strict time schedules.
- Ability to scrutinize data and propose solutions.
- Ability to identify, address, and resolve client issues.
- Ability to uphold client confidentiality, personal objectivity, and professional skepticism.
- Ability to maintain a professional appearance and demeanor.
- Ability to adapt scheduling to meet workflow demands.
- Proficiency in Word, Excel, Adobe, PPT, Outlook, and one or more accounting packages such as QBO, Intacct, etc.
- Execute assigned client or organizational audit/accounting tasks to deliver expected results promptly.
- Engage regularly with clients, seniors, and other office counterparts for collaborative task completion.
- Communicate the status of the work plan and any issues to both clients and associates.
- Mentor and guide assigned Associates on advanced accounting practices, methodologies, and financial statement preparation.
- Adhere to communication and documentation standards to produce expected and related work.
- Contribute to the improvement of processes, practices, tools, and systems.
- Participate in advisory initiatives.
- Collaborate with team members to assist them with their deliverables or dependencies.
- Prepare and review complex financial statements and audit areas.
- Engage proactively with clients and managers on growth, expansion, and advisory areas.
- Participate in staffing planning, practice-related activities, hiring, etc.
- Manage the team: Allocate tasks, track progress, conduct reviews, provide coaching, and resolve issues.
- Exerience of financial statement reviews, preparation of complex
- QuickBooks ProAdvisor certification is a plus but not required at the time of interview and hire (will be required to be obtained after starting).
- Experience in Non-profit industry accounting.
- 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
- Should have a good familiarity with software tools and
- Prior supervisory and training experience, prior accounting software experience, prior business management experience
Wipfli Pune, Mahārāshtra, IND Office
Part of 1st Floor, Tower B, Panchshil Business Park Viman Nagar, Pune, India, 411014
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