About The Position

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Requirements

  • Bachelor's Degree in Accounting
  • 10+ years of advanced, hands on full cycle accounting experience including financial statement preparation within the Real Estate industry
  • Previous public accounting experience preferred
  • Minimum of 3 years supervisory experience
  • Ability to quickly embrace, adapt and learn new technology that will include various accounting softwares
  • Experience with Netsuite, Yardi, Appfolio, QuickBooks Online and Sage Intacct preferred but not required
  • Proven ability to build and manage relationships
  • Professional certification (e.g. CPA, CMA) preferred but not required
  • Previous experience with cost accounting, inventory valuation reporting and financial forecasting
  • Demonstrate the ability to adapt and learn quickly

Responsibilities

  • Manage a remote accounting team, including scope of work, job time budgets and job profitability
  • Provides CFO advisory service to clients, via scheduled remote meetings regarding the interpretation and use of financial statements
  • Direct point of contact from real estate investment client engagements
  • Partners with client from private equity, joint venture, and other investors to maintain and foster relationship with primary focus on real estate industry
  • Research and share knowledge of best practices in areas of business concern or interest to each client
  • Calculating investor returns, budgeting/forecasting asset performance and prepares financial data for loan covenants
  • Advises on cash flow, debt structure and leverage
  • Interested in leveraging data analytics and embracing new technology, including various accounting software
  • Provide technical accounting assistance to clients and internal team
  • Advise client on process improvement in their accounting department and internal controls
  • Meets with investors to review management reports, and other key performance indicators
  • Prepares financial data for loan covenants if applicable
  • Mentor and train direct reports to grow in their roles and responsibilities

Benefits

  • 8 health plan options (both HMO & PPO plans)
  • Dental and vision coverage
  • Opportunity to enroll in HSA with potential Firm contribution
  • Employee Assistance Program
  • Firm-sponsored basic life and short and long-term disability coverage
  • 401(k) savings plan & profit share as well as Firm matching contribution
  • Well-being incentive
  • Education & certification assistance
  • Flexible time off
  • Family care leave
  • Parental leave
  • Family formation benefits
  • Cell phone reimbursement
  • Travel rewards
  • Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Industry

Professional, Scientific, and Technical Services

Education Level

Bachelor's degree

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