Senior Auditor - Financial Services (Insurance)

Overview:

At Wipfli, people count.

 

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.

 

This role requires a hybrid work arrangement.  At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites.  The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. 

Responsibilities:

Responsibilities:

• Audit financial statements, quarterly financial information, and clients' annual reports.
• Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
• Identify accounting and audit issues and perform research to solve issues.
• Responsible for testing internal controls, policies, and procedures and making recommendations.
• Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX).
• Proactively build relationships and communicate with clients and associates.
• Teach, train, and develop incoming staff/interns. 

Knowledge, Skills and Abilities:

Qualifications:

• Bachelor’s degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam.
• CPA certification preferred. Candidates actively pursuing CPA certification will be considered
• Requires at 1-3 years of accounting related experience.
• Ability to plan, prioritize, and organize work effectively on multiple tasks.
• Adaptable to various levels of client complexities of people, processes, and systems.
• Excellent verbal and written communication skills.
• Ability to travel to client sites up to 50% 

Mary Jo Ferris, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 

 

#LI-Hybrid

#LI-MF1

Additional Details:

 

As required by the Transparency in Coverage Rule, Wipfli is providing access to machine-readable files that disclose certain pricing arrangements with healthcare providers under Wipfli’s AmeriBen and Kaiser medical plans.

If you believe you have been wrongly billed, you may contact U.S. Department of Health and Human Services beginning January 1, 2022 at 1-800-985-3059. Visit https://www.cms.gov/nosurprises for more information about your rights under federal law. For AmeriBen specific resources, please visit: AmeriBen Surprise Billing Notice.