Senior Manager, Accounting Advisory - Nonprofit Industry Clients
Wipfli Advisory LLC•Wauwatosa, WI
•Remote
About The Position
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!
Requirements
- Bachelor’s degree in Accounting or Finance; Master’s degree a plus.
- CPA designation preferred.
- Experience in public accounting, including outsourced accounting and/or external audit experience 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), federal grant compliance (e.g., Uniform Guidance/2 CFR Part 200), grant budgeting, reporting, and audit requirements, revenue recognition, indirect cost methodologies, and oversight of audit and Form 990 processes.
- Experience working with federally funded programs and/or Community Action Agencies (CAA), including familiarity with funding streams such as Head Start, CSBG, LIHEAP, or similar programs required.
- Experience with endowments and investment structures and revenue recognition of donor contributions is required.
- 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%
Nice To Haves
- Master’s degree
- CPA designation
- Experience in public accounting, including outsourced accounting and/or external audit experience
- Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, and a demonstrated ability to embrace new technologies.
Responsibilities
- Review financial reporting packages and work papers for quality, completeness, and timely delivery.
- Prepare and analyze benchmarking data and key performance indicators to support client insights.
- Present completed reporting packages and findings to clients as directed.
- Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
- Provide technical accounting support to clients and their teams on complex issues.
- Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
- Lead and coordinate the efforts of US and offshore engagement team members, ensuring high-quality deliverables, efficient workflow management, and a consistent client experience.
- Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.
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
