This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility, focus on relationships, and encourage each individual to follow their own path. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. 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. - Minimum 8 years of relevant Public Accounting or industry accounting experience. - Demonstrated ability to lead strategic advisory engagements for manufacturing clients including advanced budgeting, forecasting, cash flow planning, KPI analysis and margin improvement initiatives in partnership with executive leadership. - Extensive experience serving manufacturing clients including leadership over GAAP-compliant reporting, complex cost accounting and inventory environments and multi-entity operations. - Proven experience overseeing manufacturing finance transformations, including ERP optimization, internal control design, and scalable process improvements. - 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, Netsuite, Fishbowl, Katana and a demonstrated ability to embrace new technologies. - Ability to analyze complex financial data and communicate insights clearly to stakeholders. - 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. - Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. - Flexibility for many positions to be performed remotely. Company Description Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000-$195,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business-related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

The Role The Finance & Operations Manager will provide strategic guidance and lead day-to-day operations to ensure New Left Accelerator (NLA) and The Capacity Shop (TCS) can deliver the highest-quality programs and services to the groups we support. Responsible for managing multiple accounting, systems, processes, and fundraising functions, this role requires someone with strong attention to detail, clear communication, and an adaptive, solution-oriented approach to operations. Priority consideration will be given to candidates who submit their application by February 27, 2026. What You’ll Do: Contract and Vendor Management - Maintain a contract management system that tracks timelines, documents, and deliverables for vendors, consultants, and program partners - Manage and update contract templates - Draft and execute contracts for third-party affiliates - Liaise with external and internal stakeholders to ensure up-to-date and accurate contracts - Work in close partnership with the Program Operations Manager to manage program consultant contracts Financial Operations - Maintain processes and systems that support the enforcement of our financial policy and internal controls - Ensure efficiency and timeliness of accounts payable (heavy volume of vendor management), including managing all documentation processes - Manage employee expense reimbursement processes - Prepare receivables to the accounting firm - Manage process for credit card expenses - Support bookkeeping in compliance with GAAP Internal Systems and Staff Support - Manage and maintain the organization’s technology tools, such as Google Suites, Asana, LastPass, Bill.com, and Airtable, including updates and upgrades - Work closely with the Program Operations Manager to ensure systems are meeting the needs of programmatic work - Audit the organization’s systems regularly with input from staff and make recommendations for improvements - Manage the structure, organization, and storage of digital files to ensure compliance, security, and efficiency - Develop, update, and ensure ongoing compliance with the organization’s various operations policies, such as data retention, risk management, digital security - Support staff in their use and troubleshooting of NLA's digital tools - Provide logistics support for in-person events and convenings - Assist with purchasing operational expenses, including staff office supplies, travel, and other expenses. - Lead consultant and staff operational onboarding Skills and Qualifications: - Strong commitment to progressive values and NLA’s vision and organizational values - At least 5 years of relevant experience in operations for movement-building organizations - Strong understanding of multi-entity nonprofit operations, including 501(c)(3)s, 501(c)(4)s, political campaigns, and/or PACs - Relevant accounting, bookkeeping, and/or budgeting experience with organizations that have an operating budget of at least $1 million - Ability to manage multiple workflows, projects, stakeholders, and timelines with strong organization and follow-through - Ability to balance structure with flexibility while juggling competing priorities - Experience with Bill.com, Asana, QuickBooks, Google Suite (especially as an Admin), LastPass, DocuSign Compensation, Benefits, and Position Details Direct Reports: 0, but could change as the organization grows Hours: Full Time (approximately 40 hours/week) Location: Remote, U.S.-based (applicants must reside and be able to legally work in the United States); Some domestic travel required (1-3 times per year) Annual Salary: $75,000 to $90,000 Benefits: NLA offers a competitive benefits package available to all full-time employees, including: - Medical, Dental, Vision, Life, Short-term Disability, and Health FSA - Flexible paid time off, including vacation and sick time, 11 paid holidays, 1-week summer break, and 1-week winter break - Professional development stipend - Working from home stipend - Retirement plan with up to 4% matching Equal Opportunity Employer New Left Accelerator and The Capacity Shop provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

• Interpret customer contracts and determine appropriate revenue treatment in accordance with ASC 606 • Identify performance obligations and determine transaction price allocation • Assess timing of revenue recognition based on transfer of control and satisfaction of performance obligations • Prepare technical accounting memos and documentation for complex arrangements • Partner with operations, supply chain, and sales to validate delivery milestones and underlying triggers for revenue • Perform monthly and quarterly deferred revenue calculations • Maintain detailed deferred revenue schedules and reconcile balances to the general ledger • Support budgeting and forecasting of deferred revenue and related cash flow impacts • Review customer waivers, concessions, and pricing adjustments for revenue recognition impact • Ensure SOX compliance and maintain strong internal control documentation • Work with Legal, Sales, Operations, Billing, and FP&A to understand deal terms and operational triggers

• Define and own the product vision and roadmap for Production Accounting and related client integrations • Translate company strategy into clear product bets, sequencing, and tradeoffs • Define a clear point of view on how automation and AI should be leveraged to streamline production accounting workflows, reduce manual effort, and meaningfully improve customer experience • Establish a clear point of view on how production accounting workflows should function within Wrapbook’s platform • Set the strategy for accounting integrations and APIs, ensuring customers can reliably access, reconcile, and leverage their financial data across systems • Balance short-term delivery needs with long-term platform and integration investments • Own product direction for core accounting capabilities, including cost tracking, accruals, financial reporting, reconciliation, and auditability • Ensure accounting workflows are accurate, consistent, and aligned with real-world production accounting practices, with strong data integrity across internal and external systems • Partner closely with internal Accounting, Finance, and Operations teams to validate requirements, edge cases, and operational outcomes • Lead, coach, and develop a team of Product Managers, setting a high bar for product judgment, delighting customers, systems thinking, and execution rigor • Drive alignment and sequencing across multiple teams working within the Production Accounting and related integrations space