A Senior in the Client Advisory Services (CAS) department is tasked with ensuring client deliverables are completed timely and meet the company’s quality standards. This role involves close collaboration with the team to ensure timely delivery of collective output to clients. The responsibilities include reviewing Financial Statements, preparing complex financials, planning team tasks, conducting reviews, implementing best practices, onboarding clients, and more.

• Implement and manage Sage Intacct, QBO, Bill.com and other Wipfli’s standard tech stack for onboarding clients includes the creation of account, working on the standard configurations.
• Establishing the Integrations between the accounting applications (Quick Books, Sage Intacct, Xero), AP applications (Bill.com), and other Expense management applications (Expensify, Nexonia).
• Maintenance of integrations, configurations, and troubleshoot sync errors.
• Working knowledge in QuickBooks desktop is a plus.
• Conduct historical data migration including creation of masters (Customers, Vendors, COA, other dimensions), preparation of the Trial Balance import files, transactions import files, related validations after import.
• Manage open accounts payable/receivable and checking accounts with precision.
• Develop and maintain insightful dashboards, providing key metrics at a glance in various applications.
• Handle Console Management, including the creation of users and maintenance of system security.
• Handle payroll integrations with various platforms not limited to applications such as ADP, Gusto, Paychex, Paylocity, Square, and Trinet.
• Training of the applications to the new Joiners.
• Creation and Updating the Process Documentations.

• Advanced skills in Excel formulas including Array Functions.
• Power Query, including M Language, and VBA Macros.
• Basic knowledge of PowerBI and other Microsoft tools like Power Automate,