Position: Assistant Manager-CRE

Experience: 8 to 10 years of Accounting

Role and Responsibilities:
• Primary focus of this role is reviewing 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 instructions regarding what the errors were and how it 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 manage the team and upward manage the job manager via recurring check-in meetings and discussion.
Additional Responsibilities:
• Collaborate with the team to address their needs in a timely manner.
• Learn Wipfli Way to enhance team collaboration and collectively work towards common objectives.
• Work as a performance coach to develop the skills required to go up in the value chain.
• Train the staff in 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 or Intacct

Role Expectation:
• This role will be expected to interact with our Philippines, India and US team members as part of their assistant manager expectation
• Work on the assigned client or organizational audit/accounting work to produce the expected result in a timely manner.
• Have regular interactions with the clients, seniors, and other office counter parts to collaborate on multiple tasks.
• Communicate work plan status and issues for both client and Senior Specialists.
• Coach and guide the assigned seniors on advanced accounting practices & methodologies, financial statement preparation.
• Meet the communication and documentation standards to produce the expected and related work.
• Participate in improving the processes, practices, tools & systems.
• Participate in advisory initiatives.
• Collaborate with other team members to assist them with the deliverables or dependencies.
• Preparation & review of complex financial statements/audit areas.
• Pro-active engagement with the clients and managers on growth, expansion and advisory areas.
• Participate in staffing planning, practice related activities, hiring, etc.
• Team management: Task allocation, tracking, reviews, coaching, issue resolution.

Qualification and Requirements :
• Chartered Accountant or Certified Public Accountant certification.
• Experience of financial statement reviews, preparation of complex statements.
• 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 similar accounting package experience.
• Should have a good familiarity with software tools and systems.
• Prior supervisory training experience, prior accounting software experience, prior business management experience
• 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).

Non-negotiable skills & requirements:
• 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.
• Prior supervisory and training experience, prior accounting software experience, prior business management experience
• Possesses prior knowledge of Sage 100 CRE, Sage 300 CRE, or software primarily used in the construction, with the capability to quickly adapt to CRE accounting software.
• Possesses prior knowledge of software primarily used in the real estate industries, with the capability to quickly adapt to CRE accounting software.
• Experienced in project costing, including the analysis of contracts and budgets in relation to actual billings and incurred costs.
• Proficient in reviewing owner's statements for real estate accounts and analyzing monthly income statements to determine proper expenses.