À propos de ce poste Sr. Client Accounting Advisor chez Compeer Financial
Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
- Hybrid model – up to 50% work from home
- Flexible schedules including ample flexibility in the summer months
- Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
- Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
- Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
- Learning and development programs
- Mentorship programs
- Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
- Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit www.compeer.com/careers.
Where you will work:
This position offers a hybrid work option up to 50% remote and is based out of the Fond du Lac, WI office.
The contributions you will make:
We are seeking a highly experienced and client-focused Senior Accounting Specialist to deliver advanced accounting services while growing and managing a portfolio of external clients. This role blends technical accounting expertise with relationship management, business development, and team mentorship. You will serve as a trusted advisor to clients, helping them make informed financial, credit, and operational decisions, while also contributing to the development of internal talent.
A typical day:
- Client Advisory & Relationship Management
- Build and maintain strong, long-term client relationships by providing insightful financial guidance, delivering accurate financial statements, and helping clients leverage data to drive business decisions.
- Advanced Accounting & Client Financial Advisory
- Manage complex accounting functions including full-service accounts, payroll processing, depreciation, and financial reporting in accordance with GAAP; ensure accuracy, timeliness, and compliance across all client deliverables.
- Business Development & Revenue Growth
- Actively grow a book of business by identifying opportunities to expand services; partner with internal teams to generate referrals and support new client efforts.
- Industry Expertise & Thought Leadership
- Serve as a subject matter expert on accounting and tax-related matters; stay current on industry trends and regulatory changes; share insights with clients and team members to enhance decision-making.
- Team Mentorship & Training
- Coach and mentor accounting team members; provide training on best practices, accounting principles, and systems; review work for quality and consistency while fostering professional development.
The skills and experience we prefer you have:
- Minimum of 5+ years of progressive accounting experience (including bookkeeping, payroll, or financial reporting), with demonstrated exposure to complex accounts and client-facing work.
- Associate’s degree in Accounting or a related field (Bachelor’s degree preferred) or equivalent combination of education and experience.
- Proven ability to build trust with clients, communicate financial concepts clearly, and proactively identify opportunities to grow relationships and services.
- Experience training, coaching, or guiding team members; comfortable providing feedback and supporting team development.
- Strong knowledge of GAAP, accounting software, and Microsoft Office; high attention to detail with excellent organizational and analytical skills.
#IND100
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.