[Hiring] Accounting Advisory Manager @Wipfli Advisory LLC

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
• 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