Note: The job is a remote job and is open to candidates in USA. Wipfli is a professional services firm that focuses on creating exceptional impact for its clients. They are seeking a Manager of Financial Reporting to oversee financial reports and KPIs, assist with budgeting and forecasting, and provide technical accounting assistance to clients. The role involves developing staff, collaborating with teams, and implementing process improvements while supporting the integration of new technology platforms.
Responsibilities
- 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
Skills
- Bachelor's degree in Accounting, Finance, or Business required
- 4–6 years of experience in public or private accounting, preferably within nonprofit or grant-funded organizations
- 3+ years of experience managing associates and/or teams
- Strong understanding of financial reporting, including financial statements, KPIs, and cash flow
- Familiarity with nonprofit accounting standards (GAAP), including restricted funds and net asset classifications
- Exposure to nonprofit compliance requirements, including grant reporting, Uniform Guidance, or audit support activities
- Ability to build strong client relationships and effectively partner with internal and external stakeholders
- Experience with accounting systems (e.g., QuickBooks Online, Sage Intacct) and the ability to adopt new technologies
- CPA or similar certification preferred; ability to travel up to 10%
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.
Company Overview
Wipfli LLP is one of the top 20 accounting and consulting firms. It was founded in 1930, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 1001-5000 employees. Its website is http://www.wipfli.com.Company H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 5 in 2023, 6 in 2022, 7 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.