Manager, Financial Reporting - Nonprofit Clients

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

Benefits offered by this job

Health plan options

Dental coverage

Vision coverage

HSA with firm contribution

Employee Assistance Program

Life insurance

Disability insurance

401(k) with profit sharing

Flexible time off

Parental leave

Family care leave

Cell phone reimbursement

Travel rewards

Education & certification assistance

Job summary

Wipfli in the United States is seeking a CAS Financial Reporting Manager to support nonprofit clients with financial visibility, budgeting, and grant reporting. You will lead engagements, coach staff, and build strong client relationships across advisory teams.

This role can be worked remotely anywhere in the US and offers a salary range of $97,000 to $145,000 plus benefits; actual compensation depends on location, skills, and experience.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business required.
• 4–6 years of recent accounting experience, including public accounting and controller-level responsibilities within nonprofit or federally grant-funded organizations.
• Exposure to nonprofit compliance requirements, including grant reporting, Uniform Guidance, or audit support activities.
• Familiarity with nonprofit accounting standards (GAAP), including restricted funds and net asset classifications.
• 3+ years of experience managing associates and/or teams.
• Strong understanding of financial reporting, including financial statements, KPIs, and cash flow.
• 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%.

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

KPIs

Cash flow

Client relationships

Leadership

Education

Bachelor’s degree in Accounting, Finance, or Business

CPA preferred

Tools

QuickBooks Online

Sage Intacct

Job description

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.

Make an impact beyond the numbers. As a CAS Financial Reporting Manager at Wipfli, you'll help our nonprofit industry clients improve financial visibility, solve business challenges, and achieve their goals while building strong client relationships and developing future talent.

This job can be worked remotely anywhere in the US!

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.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or Business required
• 4–6 years of recent accounting experience, including public accounting and controller-level responsibilities within nonprofit or federally grant-funded organizations
• Exposure to nonprofit compliance requirements, including grant reporting, Uniform Guidance, or audit support activities
• Familiarity with nonprofit accounting standards (GAAP), including restricted funds and net asset classifications
• 3+ years of experience managing associates and/or teams
• Strong understanding of financial reporting, including financial statements, KPIs, and cash flow
• 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%

Christine Villicana from Wipfli’s recruiting team will be guiding you through this process.Visit her LinkedIn Page to connect!

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [e-mail]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $145,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

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.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include 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, and 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.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.