[Hiring] Accounting Advisory Manager @Wipfli

Role Description

This role supports manufacturing clients by delivering high-quality financial reporting, performance insights, and operational recommendations that drive business results. As a CAS Advisory Manager, you will:

• Lead client engagements, analyze financial data, and provide guidance on accounting and process improvements.
• Mentor teams and collaborate with both domestic and overseas resources to enhance service delivery and efficiency.
• Build strong relationships and deliver impactful advisory solutions.

This job can be worked remotely anywhere in the US!

Responsibilities

• Review financial reporting packages and work papers for quality, completeness, and timely delivery.
• Prepare and analyze benchmarking data and key performance indicators to support client insights.
• Present completed reporting packages and findings to clients as directed.
• Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
• Provide technical accounting support to clients and their teams on complex issues.
• Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
• Lead and coordinate the efforts of US and offshore engagement team members, ensuring high-quality deliverables, efficient workflow management, and a consistent client experience.
• Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business required.
• 4–6 years of accounting experience, including exposure to manufacturing environments.
• 3+ years of experience leading and developing teams.
• Knowledge of manufacturing accounting concepts, including WIP, inventory, job costing, and COGS.
• CPA, CMA, or similar certification preferred.
• Strong financial reporting and analytical skills.
• Proven ability to manage multiple priorities, projects, and client relationships.
• Excellent communication and presentation skills.
• Experience with accounting/ERP systems (e.g., QuickBooks Online, NetSuite, Fishbowl, Katana) and Microsoft Office.
• Ability to influence outcomes, drive process improvements, and develop team members.
• Ability to travel up to 10%.

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.