Analyst - CAS (US Accounting)
Core
Provide business accounting services for Client Advisory Service (CAS) clients, including processing accounts payable/receivable, banking transactions, reconciliations, payroll entries, and general ledger maintenance.
Role type
Accounting Analyst (US GAAP)
Builds
Monthly financial statements and client accounting records
Domain
Accounting / Financial Services
Required skills
US GAAP, monthly bookkeeping, month-end reconciliation, vendor reconciliation, Intacct, Bill.com, Expensify, QuickBooksOnline
Preferred skills
Financial Services industry experience, Wipfli service offerings knowledge
Responsibilities
Enter and process client accounting transactions; Monitor workflow in Bill.com; Perform compilation procedures; Respond to client and firm associate requests; Prepare correspondence related to client engagements.
Seniority
Mid-level (2-5 years experience)