CFO‑Level Accounting Advisory Leader — Remote

Wipfli; Naperville (IL); Remote; USD 151,000 - 203,000; Full time

Benefits offered by this job

Health plan options

Dental and vision coverage

HSA enrollment

Employee Assistance Program

401(k) with profit sharing

Flexible time off

Parental leave

Cell phone reimbursement

Travel rewards

Job summary

Wipfli is seeking a Senior Manager for its Client Advisory Services practice. You’ll lead CFO-level client engagements, mentor teams, and deliver forward-thinking financial insights to skilled nursing and post-acute care organizations.

This role can work remotely anywhere in the US, with travel up to 10%. You’ll partner with clients to modernize services, guide strategic planning, and promote operational excellence across disciplines.

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.

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 to deliver integrated client solutions.
• Develop client budgets and forecasts, offering consultative support on financial planning and strategy.
• Mentor and develop staff, fostering accountability and continuous learning.

Skills

Leadership

Client relationship-building

Project management

Remote team leadership

Strategic advisory

Financial analysis

Education

Bachelor’s in Accounting/Finance

Master’s degree preferred

Tools

QuickBooks Online

Sage Intacct

PointClickCare

Job description

Wipfli is seeking a Senior Manager for its Client Advisory Services practice. You’ll lead CFO-level client engagements, mentor teams, and deliver forward-thinking financial insights to skilled nursing and post-acute care organizations.

This role can work remotely anywhere in the US, with travel up to 10%. You’ll partner with clients to modernize services, guide strategic planning, and promote operational excellence across disciplines.