Senior Manager, Accounting Advisory - Nonprofit Industry Clients
About The Position
Wipfli’s Outsourced Accounting practice is seeking a Senior Manager with deep nonprofit expertise to provide CFO‑level advisory and lead mission‑critical client engagements. In this role, you will deliver strategic financial insights, guide nonprofit leaders through budgeting, forecasting, and operational transformation, and oversee multiple teams to ensure exceptional quality and clarity in all deliverables. You’ll act as a trusted, perceptive advisor to executive teams, helping organizations strengthen financial health and advance their mission. Rooted in the Wipfli Way, this role offers the opportunity to make a lasting impact while contributing to a collaborative, people‑first culture that values curiosity, excellence, and meaningful client relationships.
Requirements
- Experience with endowments and investment structures and revenue recognition of donor contributions - required.
- Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus.
- CPA designation preferred.
- Demonstrated experience serving as a strategic advisor to nonprofit executive leadership and Boards, including financial statement interpretation, cash flow forecasting, and long‑term sustainability planning.
- Deep knowledge of nonprofit accounting and compliance considerations, including endowments (UPMIFA), revenue recognition, indirect cost methodologies, and oversight of audit and Form 990 processes.
- Strong communication skills to translate complex financial and compliance topics into clear, practical guidance for non‑financial stakeholders and Boards.
- 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 travel up to 10%
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.
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
- 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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What This Job Offers
Job Type
Full-time
Career Level
Senior
