Senior Manager, Accounting Advisory - Nonprofit Industry Clients
Wipfli · United States · 1 wk ago
RemoteRemoteAccounting$142k–$195k/yrFull-time
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 (e.g., revenue cycle, payroll, cost reporting) 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.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus.
- CPA designation preferred.
- Demonstrated 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 with endowments and investment structures and revenue recognition of donor contributions is required.
- 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, strongly preferred.
- 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.
- Experience managing remote teams and promoting collaboration across geographies.
- PREFERRED: Proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, and a demonstrated ability to embrace new technologies.