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.

Requirements

  • 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.
  • Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Microsoft Business Central, Netsuite, Bill.com, Microsoft Office Suite 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%

Nice To Haves

  • Master’s degree a plus.
  • CPA designation preferred.

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 and an 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, and 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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

1,001-5,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service