This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

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.
• Experience providing accounting and advisory to commercial real estate entities, including investment partnerships, joint ventures, and multi-entity ownership structures.
• Demonstrated ability to advise clients on cash flow forecasting, debt structure leverage, and liquidity within real estate portfolios.
• 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 with industry accounting software, e.g., QuickBooks Online, Yardi, Appfolio 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%.

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.