Wipfli
Provides audit, consulting, tax, and advisory services to organizations across various sectors.
2 days ago
$125,000 - $185,000
Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
United States
Office Full-Time
Company Size
2,600 Employees
Service Specialisms
Sector Specialisms
Description
client advisory
change management
financial analysis
budget forecast
accounting oversight
kpi reporting
- Lead CFO‑level client advisory engagements, 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, delivering tailored solutions aligned with business goals.
- Oversee multiple client teams to ensure timely and accurate completion of accounting engagements.
- Analyze financial performance and KPIs, providing actionable recommendations to improve profitability and cash flow.
- Collaborate cross‑functionally with internal teams (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.
Requirements
cpa
8+ years
project management
remote teams
quickbooks
data analysis
- Hold a Bachelor’s degree in Accounting, Finance, or related field (Master’s a plus); CPA designation preferred.
- Minimum eight years of 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 with accounting software such as Intaact, QuickBooks Online, NetSuite, Bill.com, and ability to adopt new technologies.
- Ability to analyze complex financial data and communicate insights clearly to stakeholders.
- Willingness to travel up to 10%.
Benefits
At Wipfli, people are core to everything we do – they are the catalyst behind our ability to create exceptional impact and extraordinary results. The firm values flexibility, relationship‑focused work, and encourages each individual to follow their own path. People truly matter, and for those looking to make a difference and find a professional home, Wipfli offers a career‑defining opportunity.
Wipfli is an equal‑opportunity employer that provides reasonable accommodations for candidates with disabilities. The base salary for this role ranges from $125,000 to $185,000, with eligibility for an annual discretionary bonus. The firm offers a comprehensive benefits package, including health, dental, vision, 401(k) with profit‑share, flexible time off and a variety of voluntary options.
Training + Development
Interview process
Visa Sponsorship
Security clearance
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
- Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
- Consultants and advisors provide tailored solutions with deep industry knowledge.
- Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
- Consistently recognized for high-quality results and long-term client relationships.
- Optimize strategies, technology, and people for sustainable success.
Culture + Values
- We care deeply about our people.
- We lead with integrity.
- We put our clients first.
- We are focused on results.
- We work together as one team.
- We challenge the status quo.
- We are passionate about growth and development.
Environment + Sustainability
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
- Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
- Focus on reducing environmental impact through technology, collaboration, and innovation.
- Provide sustainable solutions to clients that align with both environmental and business objectives.
Inclusion & Diversity
- We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
- We are committed to creating an inclusive workplace that fosters collaboration and respect.
- We are focused on empowering women in leadership positions and increasing gender diversity at all levels.