Manager, Financial Reporting - Nonprofit Clients
About The Position
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. Make an impact beyond the numbers. As a CAS Financial Reporting Manager at Wipfli, you'll help our nonprofit industry clients improve financial visibility, solve business challenges, and achieve their goals while building strong client relationships and developing future talent. This job can be worked remotely anywhere in the US!
Requirements
- Bachelor’s degree in Accounting, Finance, or Business required
- 4–6 years of recent accounting experience, including public accounting and controller-level responsibilities within nonprofit or federally grant-funded organizations
- Exposure to nonprofit compliance requirements, including grant reporting, Uniform Guidance, or audit support activities
- Familiarity with nonprofit accounting standards (GAAP), including restricted funds and net asset classifications
- 3+ years of experience managing associates and/or teams
- Strong understanding of financial reporting, including financial statements, KPIs, and cash flow
- Ability to build strong client relationships and effectively partner with internal and external stakeholders
- Experience with accounting systems (e.g., QuickBooks Online, Sage Intacct) and the ability to adopt new technologies
Nice To Haves
- CPA or similar certification preferred
- ability to travel up to 10%
Responsibilities
- Review and deliver financial reports and KPIs.
- Assist with budgeting, forecasting, and cash flow modeling.
- Provide technical accounting assistance to clients and internal engagement teams.
- Develop and coach staff and senior accountants.
- Collaborate with advisory teams and external partners.
- Identify opportunities to transition clients to higher-value services in collaboration with advisory teams.
- Assist with onboarding new clients, including system setup and process documentation.
- Monitor team KPIs and implement process improvements.
- Support the integration of new technology platforms and train team members on system enhancements.
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
- 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
- travel rewards
- critical illness & accident insurance
- hospital indemnity insurance
- legal
- long-term care
- pet insurance
- ID theft protection
- supplemental life/AD&D
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What This Job Offers
Job Type
Full-time
Career Level
Manager
