Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bryce J. Pass

Pewaukee

Summary

Finance professional and Certified Public Accountant with progressive experience in financial analysis, forecasting, budgeting, acquisitions support, and ERP integration. Proven ability to partner cross-functionally, support month-end close, and translate financial results into actionable insights. Experienced in acquisition integration, KPI reporting, and mentoring others, with a strong foundation in audit and accounting.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

A.O. Smith Corporation
06.2024 - Current

· Support the month-end close process, including revenue and expense analysis, journal entries, and account reconciliations

· Lead monthly forecasting activities for assigned sales channels, partnering with sales and operations to update assumptions and risks

· Support the annual budgeting process through cross-functional collaboration and financial modeling

· Deliver timely, accurate ad hoc analysis and reporting to wholesale and dealer sales teams to support decision-making and customer insights

· Provide financial reporting and integration support for acquisition sites, including the West Palm Beach, FL location

· Contributed to an SAP ERP implementation for an acquired entity, supporting data validation, testing, and go-live activities

· Produce L2/L3 KPI reporting to support performance measurement and management review

Audit Senior

Wipfli LLP
09.2023 - 05.2024

· Led audit, review, and employee benefit plan engagements from planning through completion

· Supervised, trained, and developed staff and interns, providing coaching and performance feedback

· Identified accounting and auditing issues, performed technical research, and developed practical solutions for clients

· Served as a primary client contact, proactively building relationships and managing expectations

· Delivered high-quality work under tight deadlines while managing multiple concurrent engagements

Audit/Tax Staff

Wipfli LLP
06.2021 - 08.2023

Audit/Tax Intern

Wipfli LLP
01.2020 - 03.2020

Education

Bachelor of Science - Accounting and Finance

University of Wisconsin-Whitewater
05-2021

Skills

  • Budgeting and planning
  • Account reconciliation
  • Annual budgets
  • Monthly Forecasting
  • GAAP compliance
  • SAP & Sage ERP
  • Microsoft Excel

Certification

Certified Public Accountant

Timeline

Senior Financial Analyst

A.O. Smith Corporation
06.2024 - Current

Audit Senior

Wipfli LLP
09.2023 - 05.2024

Audit/Tax Staff

Wipfli LLP
06.2021 - 08.2023

Audit/Tax Intern

Wipfli LLP
01.2020 - 03.2020

Bachelor of Science - Accounting and Finance

University of Wisconsin-Whitewater