Note: The job is a remote job and is open to candidates in USA. Wipfli is a leading firm that values its people and offers a collaborative culture. They are seeking a Senior Manager with deep nonprofit expertise to provide CFO-level advisory and lead client engagements, delivering strategic financial insights and operational guidance.
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
Skills
- Bachelor's degree in Accounting, Finance, or related field; Master's degree a plus
- Demonstrated experience serving as a strategic advisor to nonprofit executive leadership and Boards, including financial statement interpretation, cash flow forecasting, and long‑term sustainability planning
- Deep knowledge of nonprofit accounting and compliance considerations, including endowments (UPMIFA), federal grant compliance (e.g., Uniform Guidance/2 CFR Part 200), grant budgeting, reporting, and audit requirements, revenue recognition, indirect cost methodologies, and oversight of audit and Form 990 processes
- Experience with endowments and investment structures and revenue recognition of donor contributions is required
- Strong communication skills to translate complex financial and compliance topics into clear, practical guidance for non‑financial stakeholders and Boards
- 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
- Ability to travel up to 10%
- CPA designation preferred
- Experience working with federally funded programs and/or Community Action Agencies (CAA), including familiarity with funding streams such as Head Start, CSBG, LIHEAP, or similar programs, strongly preferred
- Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, and a demonstrated ability to embrace new technologies
Benefits
- 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.
- 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
- A 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
- Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location
- Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
Company Overview
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