Job Description

Role Description

Wipfli’s Outsourced Accounting practice is seeking a Senior Manager with strong nonprofit accounting and CFO level advisory experience to join our purpose‑driven team. In this role, you’ll lead engagements, build trusted client relationships, and bring a curious, perceptive, and solutions‑focused mindset to help nonprofits strengthen their financial operations. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice. This position can be worked remotely anywhere in the US.

Responsibilities

• Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
• Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.
• Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.
• Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements.
• Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow.
• Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions.
• Develop client budgets and forecasts, offering consultative support on financial planning and strategy.
• Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus.
• CPA designation preferred.
• Minimum 8 years of relevant Public Accounting or industry accounting experience.
• Proven success leading teams through organizational change and process improvement.
• Strong project management and relationship-building skills, with a client-first mindset.
• Experience managing remote teams and promoting collaboration across geographies.
• Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, and a demonstrated ability to embrace new technologies.
• Ability to analyze complex financial data and communicate insights clearly to stakeholders.
• Ability to travel up to 10%.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 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.
• 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.

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