Role Description
Wipfli is seeking an experienced CFO level advisory professional to serve as a strategic partner to construction clients, helping them improve profitability, manage cash flow, navigate growth, and strengthen operational performance. In this role, you'll combine your technical expertise with high-impact client advisory work, leading engagements, mentoring teams, and delivering meaningful business insights that help clients succeed.
This job can be worked remotely anywhere in the US!
Responsibilities
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Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
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Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.
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Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.
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Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements.
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Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow.
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Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions.
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Develop client budgets and forecasts, offering consultative support on financial planning and strategy.
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Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence.
Qualifications
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Bachelorโs degree in Accounting, Finance, or related field; Masterโs degree a plus.
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CPA designation preferred.
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Minimum 8 years of relevant public accounting or industry accounting experience, preferably supporting construction clients.
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Experience providing accounting and advisory services to construction organizations, including job costing, WIP (work-in-progress) reporting, and project-based financial management.
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Demonstrated ability to advise clients on cash flow forecasting, project profitability, and liquidity in a project-based environment.
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Proven success leading teams through organizational change and process improvement.
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Strong project management and relationship-building skills, with a client-first mindset.
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Experience managing remote teams and promoting collaboration across geographies.
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Experience working with external stakeholders (e.g., banking, surety, audit, insurance) to support client needs.
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Ability to analyze complex financial data and communicate insights clearly to stakeholders.
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Preferred proficiency with industry accounting software (e.g., QuickBooks Online, Procore, Sage Intaact Construction, Foundation) and ability to embrace new technologies.
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Ability to travel up to 10%.
Benefits
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8 health plan options (both HMO & PPO plans).
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Dental and vision coverage.
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Opportunity to enroll in HSA with potential Firm contribution.
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Employee Assistance Program.
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Firm-sponsored basic life and short and long-term disability coverage.
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401(k) savings plan & profit share as well as Firm matching contribution.
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Well-being incentive.
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Education & certification assistance.
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Flexible time off.
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Family care leave.
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Parental leave.
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Family formation benefits.
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Cell phone reimbursement.
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Travel rewards.
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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.