Senior Auditor - Financial Services (Insurance)

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, focus on relationships, and encourage each individual to follow their own path. 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: associates regularly work in a Wipfli office, from home, and at client sites (locally, regionally, or nationally depending on industry alignment). Scheduled meetings at the client and in the office will require in-person attendance.

Responsibilities

• Audit financial statements, quarterly financial information, and clients' annual reports.
• Participate in pre-audit planning to assess the risk of material misstatement of financial accounts and design effective audit procedures.
• Identify accounting and audit issues and perform research to solve them.
• Test internal controls, policies, and procedures and make 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.

Requirements

• 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.
• 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 involving 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 guide you through this process. Visit her LinkedIn page to connect.