Job Description
This role is aCS Everywhere - Hybrid Work from Home and Office setupwith unlimited access to Cloudstaff Offices when you need it. CS Everywhere includes Fiber Internet, Backup Internet, UPS, PC/Laptop. Ability to use the office when there are Internet or power issues or when client requires to be onsite. Pop in and have a coffee with teammates.
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.
- Reconcile major balance sheet accounts, including preparation of monthly financial statements in accordance with work scope, and prepare financial statements for client delivery.
- Work on the assigned client or organizational audit/accounting work to produce the expected result in 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 team members on the new release notes, new features of various applications.
- Meet the communication and documentation standards to produce the expected and related work.
- Participate in improving the processes, practices, tools & systems.
- Collaborate with other team members to assist them with the deliverables or dependencies.
- Close check on team dynamics, disciplines, and focus.
- Associate engagement on issue resolutions, applying Mindset tools, proactive coaching, mentoring, etc.
- Involvement in firm leadership initiatives, problem solving, solutioning, etc.
- Skill development and leadership development.
- Preparation of Financial statements in accordance with the procedures and standards established in the practice.
- Review of financial statements prepared by the staff accountants.
- ake up complex CAS related work that is in line with the expectation of the role.
- Follow and demonstrate the company culture.
- Meet the quality, timeline and other standards and processes established by the practice.
- To supportTechnology/Innovation
Role Expectations
- Work on the assigned client or organizational audit/accounting work to produce the expected result in 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 team members on the new release notes, new features of various applications.
- Meet the communication and documentation standards to produce the expected and related work.
- Participate in improving the processes, practices, tools & systems.
- Collaborate with other team members to assist them with the deliverables or dependencies.
- Close check on team dynamics, disciplines, and focus.
- Associate engagement on issue resolutions, applying Mindset tools, proactive coaching, mentoring, etc.
- Involvement in firm leadership initiatives, problem solving, solutioning, etc.
- Skill development and leadership development.
- Preparation of Financial statements in accordance with the procedures and standards established in the practice.
- Review of financial statements prepared by the staff accountants.
- Take up complex CAS related work that is in line with the expectation of the role.
- Follow and demonstrate the company culture.
- Meet the quality, timeline and other standards and processes established by the practice.
Qualifications and Requirements
Essential qualifications and Experience Required
- B. Com / MCom / MBA
- Proven experience with Wipfli’s standard applications, including QBO, Bill.com, and Intacct.
- Strong knowledge of Excel for managing historical data migrations.
- Solid understanding of financials and reportingrequirements along with accounting and analytical skills.
- Robust accounting skills and a keen eye for detail.
- Excellent Communication and Collaboration skills.
- Should have a sound knowledge of software tools and systems
- Active communicator and a great team player
- Ability to plan, prioritize, and organize work effectively
- Ability to balance many projects simultaneously
- Ability to work under pressure and time deadlines
- Ability to work independently
- Ability to Analyze data and recommend solutions
- Ability to identify, address and resolve client concernsAbility to present a professional appearance and demeanor
- Ability to be flexible with scheduling to meet workflow demands
- Ability to maintain client confidentiality, personal objectivity, and professional skepticism
- Openness to travel - Occasional overnight travel may be required, and overseas travel will likely be required for approximately one week each year
- Working knowledge in QuickBooks/Intacct/NetSuite/BILL is a plus.
Perks and Benefits
- HMO Coverage
- ALE Club: Accountants Leading Evolution, be part of a community of accountants within Cloudstaff that serves as a platform to connect with their colleagues
- Annual Performance Review with Salary Increase
- Become part of the Employee Share Units program
- Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.
- Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
- Endless opportunities for career advancement
- Exclusive partnership with the IPA to offer a professional CPD pathway
- Exclusive partnerships that offer Cloudstaff accountants additional training sessions
- Flexible leave credits which may be used for vacation, emergency, and sick leaves
- In-house psychiatrist available to support employees' well-being
- International career growth and connections
- Look forward to weekly office perks for work from office staff – Free Coffee, Meals, and Beer Fridays!
- Membership with PICPA
- Mental Wellness Employee Assistance program through Lifeworks
- Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
- Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
- Top notch workplace with first class VIP lounge and game rooms
- Unlimited cash incentives for hired referrals
- We set you up for success with a company-provided PC/Laptop and fiber internet connection