Senior Manager, Nonprofit CFO Advisory (Remote)

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

Benefits offered by this job

Health insurance options

401(k) with match

Flexible time off

Parental leave

Education & certification assistance

Travel rewards

Job summary

Wipfli is seeking a Senior Manager for its Outsourced Accounting practice to lead CFO-level advisory engagements for nonprofit clients. You will strengthen financial operations, oversee multiple client teams, and drive changes in service delivery through technology and standardized processes.

Ideal candidates bring extensive nonprofit accounting expertise, CPA preferred, and experience guiding Boards with cash flow forecasting and sustainability planning.

Qualifications

• Experience in public accounting, including outsourced accounting and/or external audit experience preferred.
• Experience serving as a strategic advisor to nonprofit executive leadership and Boards, including financial statement interpretation, cash flow forecasting, and long‑term sustainability planning.
• Deep knowledge of nonprofit accounting and compliance considerations, including endowments (UPMIFA), federal grant compliance (e.g., Uniform Guidance/2 CFR Part 200), grant budgeting, reporting, and audit requirements, revenue recognition, indirect cost methodologies, and oversight of audit and Form 990 processes.
• Experience working with federally funded programs and/or Community Action Agencies (CAA), including familiarity with funding streams such as Head Start, CSBG, LIHEAP, or similar programs required.
• Experience with endowments and investment structures and revenue recognition of donor contributions is required.
• Strong communication skills to translate complex financial and compliance topics into clear, practical guidance for non‑financial stakeholders and Boards.
• 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 a culture of accountability, continuous learning, and operational excellence.

Skills

Nonprofit accounting

CFO advisory

Team leadership

Client relationship management

Change management

Financial analysis

Education

Bachelor’s degree in Accounting/Finance

Master’s degree

CPA designation

Tools

QuickBooks Online

Sage Intacct

Job description

Wipfli is seeking a Senior Manager for its Outsourced Accounting practice to lead CFO-level advisory engagements for nonprofit clients. You will strengthen financial operations, oversee multiple client teams, and drive changes in service delivery through technology and standardized processes.

Ideal candidates bring extensive nonprofit accounting expertise, CPA preferred, and experience guiding Boards with cash flow forecasting and sustainability planning.