Financial Reporting Manager: Lead Reports, Budgets & Teams

Wipfli; United States; On-site; USD 97,000 - 145,000; Full time

Benefits offered by this job

Health plan options (8 plans)

Dental and vision coverage

HSA enrollment with Firm contribution

401(k) with profit sharing

Job summary

Wipfli is seeking a senior accounting professional to review financial reports and KPIs, lead budgeting and cash flow modeling, and provide technical accounting support to clients and internal teams. This role also focuses on developing staff, collaborating with advisory partners, and identifying opportunities to move clients to higher-value services.

The position requires 4–6 years in accounting, 3+ years of people management, and a CPA/MBA preferred.

Qualifications

• Bachelor’s degree in accounting, finance, or business required.
• 4–6 years of experience in public or private accounting.
• 3+ years of managing associates and/or teams.
• Professional certification (e.g., MBA, CPA) preferred.
• Ability to balance multiple projects simultaneously.
• Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, PointCareClick and a demonstrated ability to embrace new technologies.
• Strong interpersonal and relationship-building skills.
• Excellent written, verbal and presentation skills
• Ability to travel up to 10%

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

Financial reporting

Budgeting

Forecasting

Cash flow modeling

Technical accounting

Staff development

Advisory collaboration

Client onboarding

Process improvement

Technology integration

Education

Bachelor’s degree in accounting, finance, or business

MBA or CPA preferred

Tools

QuickBooks Online

Sage Intacct

PointCareClick

Job description

Wipfli is seeking a senior accounting professional to review financial reports and KPIs, lead budgeting and cash flow modeling, and provide technical accounting support to clients and internal teams. This role also focuses on developing staff, collaborating with advisory partners, and identifying opportunities to move clients to higher-value services.

The position requires 4–6 years in accounting, 3+ years of people management, and a CPA/MBA preferred.