Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Manager, Financial Reporting - Asset Management Clients
Location
United States
Posted
7 days ago
Salary
Not specified
Job Description
Role Description
This role involves providing financial reporting and technical accounting assistance to clients while developing and coaching staff.
- Review and deliver financial reports and KPIs.
- Assist with budgeting, forecasting, and cash flow modeling.
- Provide technical accounting assistance to clients and internal engagement teams.
- Develop and coach staff and senior accountants.
- Collaborate with advisory teams and external partners.
- Identify opportunities to transition clients to higher-value services in collaboration with advisory teams.
- Assist with onboarding new clients, including system setup and process documentation.
- Monitor team KPIs and implement process improvements.
- Support the integration of new technology platforms and train team members on system enhancements.
Qualifications
- Bachelor’s degree in accounting, finance, or business required.
- 4–6 years of experience in public or private accounting.
- 3+ years of managing associates and/or teams.
- Professional certification (e.g., MBA, CPA) preferred.
- Ability to balance multiple projects simultaneously.
- Proficiency in accounting software, specifically Intaact, QuickBooks Online, NetSuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies.
- Strong interpersonal and relationship-building skills.
- Excellent written, verbal and presentation skills.
- Ability to travel up to 10%.
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
- 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.
Job Requirements
- Bachelor’s degree in accounting, finance, or business required.
- 4–6 years of experience in public or private accounting.
- 3+ years of managing associates and/or teams.
- Professional certification (e.g., MBA, CPA) preferred.
- Ability to balance multiple projects simultaneously.
- Proficiency in accounting software, specifically Intaact, QuickBooks Online, NetSuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies.
- Strong interpersonal and relationship-building skills.
- Excellent written, verbal and presentation skills.
- Ability to travel up to 10%.
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
- 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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