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Corporate Finance Specialist

2 months ago

Montgomery, Alabama, United States Wipfli Full time
About Wipfli:

At Wipfli, we value individuality and the unique perspectives each person brings to our team. Our commitment to an inclusive environment ensures that everyone has a voice and feels celebrated through our diverse DEI resource groups.

We prioritize your professional growth while maintaining a healthy work-life balance. Our offerings include hybrid work schedules, flexible time off, and various training programs aimed at mental wellness and career development.

If you seek a workplace that fosters curiosity, growth, and meaningful contributions, Wipfli is the ideal fit for you.

Position Overview:

Reporting to the Finance Manager, the Financial Analyst II plays a crucial role in enhancing the financial health of the organization. This position involves assisting with monthly and yearly financial closing processes, preparing financial reports, analyzing financial performance, and reconciling general ledger accounts.

Key Responsibilities:
  • Gathering and evaluating operational data for Wipfli LLP and Consolidated Financial Reporting.
  • Preparing monthly adjusting journal entries and accrual entries.
  • Conducting monthly general ledger account reconciliations and analyses.
  • Identifying and monitoring variances in revenue and expense items.
  • Performing detailed revenue analysis against budget and forecasts by service line and market.
  • Providing comprehensive analysis and explanations for work in progress (WIP) and accounts receivable (AR) write-offs.
  • Developing financial statements and reports tailored to the needs of the firm and its partners.
  • Reconciling financial statements with supporting documentation.
  • Approving accounts payable invoice GL coding.
  • Addressing various partnership requests.

Qualifications:
  • Bachelor's degree in Finance, Accounting, or a related discipline.
  • 2-5 years of relevant experience in corporate finance, financial planning, and analysis, or similar fields.
  • Familiarity with Workday financial systems.
  • Proficient in Excel and financial modeling.
  • CPA or CMA certification is advantageous.
  • Strong business acumen and a desire to learn.

Skills:
  • Excellent interpersonal skills, with strong written and verbal communication abilities.
  • Analytical thinking, decision-making, and problem-solving capabilities.
  • A knack for streamlining processes and a passion for personal growth.
  • Comfortable navigating ambiguity and working independently.
  • Meticulous attention to detail and accuracy.
  • Ability to prioritize and manage multiple projects effectively.

Wipfli is an equal opportunity employer, committed to diversity and inclusion. We provide reasonable accommodations for individuals with disabilities throughout the recruitment process.

Compensation and Benefits:
The estimated salary range for this role is $50,000 - $82,000, influenced by various factors such as location, skills, experience, and business needs. Eligible candidates may also receive an annual discretionary bonus based on individual and firm performance.

Wipfli offers a comprehensive benefits package, including:
  • Multiple health plan options (HMO & PPO).
  • Dental and vision coverage.
  • 401(k) savings plan with profit sharing and firm matching contributions.
  • Flexible time off and parental leave.
  • Tuition reimbursement and education assistance.
  • Voluntary benefits such as critical illness insurance and pet insurance.

Eligibility for benefits is contingent upon annual hours expectations, position status, and location. Many positions at Wipfli offer the flexibility to work remotely.