Referral Details:
We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.
Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.
Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.
If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx
Responsibilities:Responsibilities: • Manage a remote accounting team, including scope of work, job time budgets and job profitability• Provides general 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 responsibilitiesKnowledge, Skills and Abilities:Qualifications: • Bachelor's Degree in Accounting• 8+ 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 2 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• Demonstrate the ability to adapt and learn quickly Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-HYBRID#LI-CV1
Source : Wipfli LLP