• Maintain customer contracts in accordance with standardized practices • Input rates correctly using system of record • Respond to internal/external customer requests timely and accurately • Provide support as needed to operations team to troubleshoot potential issues

• Act as the primary analyst for Dynamics 365 Finance, supporting day-to-day financial system needs. • Work closely with Finance and Accounting teams to resolve issues and improve system usage. • Support core finance functions including General Ledger, AP, AR, Fixed Assets, and Cash Management. • Gather business requirements and translate them into effective system solutions. • Configure and support related financial applications such as BlackLine, Vertex, and GetPaid. • Coordinate ERP updates, releases, and patches, ensuring changes are tested and ready for users. • Review release notes and assess the impact of system changes on financial processes. • Partner with vendors and internal IT teams to troubleshoot issues and manage escalations. • Support month-end, quarter-end, and year-end close activities. • Assist with ERP enhancements, upgrades, and financial system improvements. • Create and maintain system documentation and provide user guidance or training. • Support financial reporting and data analysis using ERP and reporting tools. • Ensure systems align with internal controls, audit requirements, and SOX compliance.

• Ensure that all internal processes are followed correctly and consistently. • Assist in the creation of audit programs and plans for clients and upcoming audits. • Support evidence classification, review, and sampling activities. • Take detailed notes during audits and assist in preparing high-quality reports. • Send recap and follow-up communications as required. • Collect statistics and support KPI reporting. • Communicate effectively with stakeholders at all organizational levels using professional language and terminology. • Maintain ethics, fairness, and accuracy in all audit documentation and reporting. • Protect confidentiality of personally identifiable information (PII) and intellectual property (IP) belonging to both the firm and clients. • Demonstrate professionalism and responsibility in all interactions. • Handle client ingestion and onboarding activities. • Perform HubSpot data scrubbing and updates. • Register new engagements in Asana and coordinate Insight ONE transfers (in or out). • Create SharePoint folders and upload Evidence Lists (EL). • Follow up on CUP (Client Upload Portal) submissions. • Follow up on CUP status and pending uploads. • Send planning call recaps and assist with scheduling. • Communicate auditor assignments and update Asana tasks. • Collect and report metrics on Turnaround Time (TAT) for audit plan delivery. • Ensure auditors have access to necessary GRC platforms and client systems. • Collect metrics on TAT for archive submissions. • Register findings in the Universal Registry of Findings. • Complete archive QA forms and support non-technical QA reviews, including: • Audit Report • Audit Plan • Audit Program • Registry of Findings • Handle certificate registration in the appropriate database. • Maintain IAF CertSearch registrations and updates.

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. Job Summary Under the direction of a Manager, the Specialist II provides quality technology support to firm clients with a high degree of customer satisfaction, technical expertise, and timeliness, in accordance with department policies and procedures. Essential Responsibilities: - Provides excellent customer service support to firm clients for Wipfli supported hardware and software issues of low to moderate complexity. - Resolves issues in accordance with Service Desk Procedures. - Develops and maintains general knowledge of major client systems including support policies and procedures. - Assists other specialists or support staff through system knowledge transfer and training. - Researches and responds to escalated issues and escalate further as required. Required Qualifications: - High School Diploma or an equivalent combination of education and experience. - Two+ years of Helpdesk experience - Requires a strong customer service background - Prior computer system experience including Windows Operating System and knowledge of Microsoft Office products - Hardware maintenance and repair skills - Demonstrated skill in providing support for hardware and software in a MS environment - Demonstrated good problem-solving skills Preferred Qualifications: - Associates Degree in Information Technology - Prior working experience in a managed services environment or in support of multiple technical disciplines - Microsoft 365 experience - Technical proficiency in relevant operating systems and applications - Ability work shift hours of 9:00am-6pm or 10:00am-7pm CT Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Hybrid Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $23 to $30/hr, with offers typically not made at the maximum, allowing for future compensation increases. The actual hourly rate at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.