Description
financial analysis
budget forecast
change management
client relations
team oversight
kpi monitoring
The role is an outsourced Chief Financial Officer for nonprofit‑sector clients, acting as a strategic advisor who delivers high‑quality financial insights and oversees engagements that advance mission success.
- Lead CFO‑level advisory engagements, delivering strategic financial insights and operational guidance.
- Drive change‑management initiatives to modernize service delivery via technology, standardized processes, and best practices.
- Build and maintain trusted relationships with client executives by aligning solutions with business goals.
- Oversee multiple client teams to ensure timely, accurate completion of accounting engagements.
- Analyze financial performance, including KPIs, and recommend actions to improve profitability and cash flow.
- Collaborate with internal functions such as revenue cycle, payroll, and cost reporting to provide integrated solutions.
- Develop client budgets and forecasts, offering consultative support for financial planning and strategy.
- Mentor and develop staff, fostering accountability, continuous learning, and operational excellence.
- Manage remote teams and promote cross‑geography collaboration.
Requirements
bachelor’s
cpa
8 years
leadership
project management
netsuite
- Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus.
- CPA designation preferred.
- Minimum eight years of public accounting or industry accounting experience.
- Proven track record leading teams through organizational change and process improvement.
- Strong project‑management and relationship‑building skills with a client‑first mindset.
- Proficiency with accounting software such as Intaact, QuickBooks Online, NetSuite, and Bill.com and ability to adopt new technologies.
Benefits
At Wipfli, people are the core of everything the firm does, serving as the catalyst for exceptional impact and results. The culture emphasizes flexibility, relationship‑focused collaboration, and encourages each individual to follow their own path, offering a professional home for those who want to make a difference.
Wipfli provides a competitive salary range of $142,000‑$213,000, potential discretionary bonuses, and a flexible‑remote work environment, complemented by a robust benefits suite that includes health plans, retirement options, and numerous voluntary protections.
- 8 health‑plan options (HMO & PPO), dental and vision coverage.
- HSA eligibility with possible firm contribution and Employee Assistance Program.
- 401(k) plan with profit‑share and firm matching.
- Flexible time off, parental leave, family‑care leave, and family formation benefits.
- Voluntary insurance options including critical illness, accident, legal, pet, and ID‑theft protection.
Training + Development
Information not given or found
