CFO, Outsourced Accounting

Wipfli LLP; United States; Remote; USD 125,000 - 185,000; Full time

Job summary

A leading company in outsourced accounting and advisory services seeks an experienced professional to manage client engagements in the commercial real estate industry. The role requires oversight of a remote team, expertise in financial statement preparation, and proficiency in various accounting software. Candidates should possess a Bachelor’s Degree in Accounting and a strong background in full-cycle accounting, along with a commitment to client relationship management. This position offers flexibility for remote work and competitive benefits, including health care and 401(k) options.

Benefits

Health plans

Dental and vision insurance

401(k) with profit sharing

Flexible time off

Education support

Wellness incentives

Qualifications

• 10+ years of advanced, hands-on full-cycle accounting experience.
• Minimum of 3 years supervisory experience.
• Proven ability to build and manage relationships.

Responsibilities

• Manage a remote accounting team and profitability.
• Provide CFO advisory services through meetings.
• Advise clients on cash flow and internal controls.

Skills

Advanced full-cycle accounting

Relationship management

Financial forecasting

Adaptability

Education

Bachelor's Degree in Accounting

Tools

Netsuite

Yardi

Appfolio

QuickBooks Online

Sage Intacct

Job description

Overview

At Wipfli, people count.

Our people are core to everything we do—the catalyst behind our ability to create exceptional impact and results.

We believe in flexibility, focus on relationships, and 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.

Role Description

This role will provide outsourced accounting and advisory services to our clients within the commercial real estate industry.

Responsibilities

• Manage a remote accounting team, including scope of work, job time budgets, and profitability.
• Provide CFO advisory services to clients through scheduled remote meetings regarding financial statements.
• Serve as the direct point of contact for real estate investment client engagements.
• Partner with clients from private equity, joint ventures, and other investors, focusing on the real estate industry.
• Research and share knowledge of best practices in areas of business concern or interest to each client.
• Calculate investor returns, budget/forecast asset performance, and prepare financial data for loan covenants.
• Advise on cash flow, debt structure, and leverage.
• Leverage data analytics and embrace new technology, including various accounting software.
• Provide technical accounting assistance to clients and internal teams.
• Advise clients on process improvements in their accounting departments and internal controls.
• Meet with investors to review management reports and key performance indicators.
• Prepare financial data for loan covenants if applicable.
• Mentor and train direct reports to grow in their roles and responsibilities.

Qualifications

• Bachelor's Degree in Accounting.
• 10+ years of advanced, hands-on full-cycle accounting experience, including financial statement preparation within the commercial real estate industry.
• Previous public accounting experience preferred.
• Minimum of 3 years supervisory experience.
• Ability to quickly adopt and learn new technology, including various accounting software.
• Experience with Netsuite, Yardi, Appfolio, QuickBooks Online, and Sage Intacct preferred but not required.
• Proven ability to build and manage relationships.
• Professional certifications (e.g., CPA, CMA) preferred but not required.
• Experience with cost accounting, inventory valuation, reporting, and financial forecasting.
• Ability to adapt and learn quickly.

Additional Information

Wipfli is an equal opportunity employer. All candidates will receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or other protected characteristics.

We are committed to providing reasonable accommodations for people with disabilities. If needed, please contact us at [e-mail].

Estimated salary range: $125,000 to $185,000, with potential for future increases and discretionary bonuses based on performance. Benefits include health plans, dental, vision, HSA options, life and disability insurance, 401(k) with profit sharing, wellness incentives, education support, flexible time off, and more. This role offers flexibility for remote work; discuss your preferences during the interview process.