[Hiring] Senior Consultant @Wipfli Advisory LLC

Role Description

Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence and/or technical solutions. The Senior Sage Intacct Implementation Consultant will play a key role in our national-based client support with both small and large scale implementations.

Responsibilities

• Prioritizes, leads, and participates in efforts to ensure the team keeps pace in the evolution of technology and consulting including AI, systems, and trends.
• Provides direction, feedback, and leadership in an environment of rapid change.
• Leads continuous improvement initiatives within the organization by identifying areas for enhancement, collaborating with cross-functional teams, and implementing strategies to enhance overall performance.
• Proposes tailored solutions that are linked to client business needs.
• Collects and analyzes relevant data, conducts client interviews, prepares workpapers and reports, and serves as lead subject matter expert on projects.
• Plays a pivotal role in designing and configuring accounting systems, working in collaboration with accounting and IT client leadership to establish robust systems that streamline financial processes, maintain data integrity, and support compliance.
• Generates comprehensive financial and operational reports by analyzing data, synthesizing information, and presenting key insights to stakeholders. Collaborate closely with finance, operations, and other relevant teams to ensure accurate and timely reporting.
• Organizes, establishes, and monitors progress on project work plans to ensure projects are completed on time and within budget. Escalates issues with timeline, scope and budget to engagement manager and/or industry leader.
• Serves as a lead in services and business development maturity including asset and methodology design and upkeep.
• Trains, mentors and/or serves as performance coach to Consultant I’s and Consultant II’s. Delegates and leverages work to ensure staff development.
• Perform emergency on-site or remote support as needed.

Qualifications

• Bachelor’s Degree or an equivalent combination of education and experience.
• 5+ years’ experience in a professional services firm or 5+ years of private industry experience focused on the financial and/or accounting space.
• Implementation experience with Sage Intacct (experience with an equivalent Cloud-based technology may also be considered).
• Openly discusses real or potential problems with clients or project team members, listening, comprehending, confirming, and representing client requirements with various levels of stakeholder.
• Occasional Monday through Friday travel required.

Preferred Qualifications

• Bachelor’s Degree in related field.
• Training, support or consulting advisory experience.
• Experience with compliance or professional standards associated with area of expertise.
• Experience in the NGE (Non-Profit, Government, and Education) or Healthcare industry.
• Works towards obtaining additional appropriate advanced certifications.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 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.
• 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.