Job Description
Overview At Wipfli , people count 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. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role can be worked remotely anywhere in the US. Responsibilities 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. Knowledge, Skills and Abilities 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 avility to advise clients on cash flow forecasting, debt structure leverage, and liquidity
