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Role Description

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, focus on relationships, and encourage each individual to follow their own path. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

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.

Qualifications

• 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.
• Preferred proficiency in industry accounting software, e.g., Sage Intacct, 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%.

Additional Details

• Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
• Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.
• Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000 to $195,000 with offers typically not made at the maximum, allowing for future salary increases.
• Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
• Wipfli cares about our associates and offers a variety of benefits to support their well-being.

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 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.