Role Description Behind every ambitious company is an accounting partner advising them along the way, keeping the books clean, managing cash flow, filing taxes, and making sure their clients do not run out of runway without noticing. These firms are the quiet infrastructure of modern business finance, and they’re often managing dozens of companies inside Mercury right now. We’re building a dedicated team to serve them. This is not a secondary motion, but a first-class partnership where the accounting firm is the primary relationship and their client portfolio is the opportunity. If you understand firm operations and are energized by making Mercury the essential platform for accountants and their clients, this role is for you. - Steward a portfolio of accounting firms and deepen how they use Mercury. - Serve as the primary relationship owner for a book of existing partner accounting firms that use Mercury on behalf of their clients. - Build trust with firm principals and practitioners, understand how they work inside Mercury day to day. - Map each firm's full client network and track product utilization across complex entities and stakeholders. - Execute a structured cadence of success calls, business reviews, and proactive check-ins tailored to the accounting firm's book of business rhythm. - Focus on surfacing friction, driving adoption of underused features, and ensuring firms and their clients realize full platform value. - Drive product adoption from the firm down to their clients. - Execute playbooks for accounting, spend management, payroll, treasury, and new product features. - Increase client adoption of Mercury products via accounting firms. - Ensure critical workflow features are utilized by the clients they serve. - Be the voice of the accounting partner inside Mercury. - Channel accounting practitioner insights to Product, Marketing, and Leadership. - Contribute to the design and iteration of accounting-partner-specific playbooks, workflows, and tooling. Qualifications - 4–6 years in customer success, relationship banking, fintech account management, or a similar client-facing role. - 3+ years of experience working directly with accounting firms or inside an accounting firm. - Strong working knowledge of general ledger systems, chart of accounts structures, bank reconciliations, and accrual vs. cash basis accounting. - Familiarity with the accounting technology ecosystem. - Experience managing a book of business across multiple firms or multi-entity client portfolios. - Clear, confident communication skills with finance leaders and firm principals. - Comfort with Salesforce (or similar CRM), health-score tooling, and Slack-based workflows. Requirements - Experience in a multi-threaded or account-based coverage model. - Background in commercial banking, treasury management, or venture debt. - A network in the accounting or bookkeeping community. - Experience designing or iterating on customer success playbooks, workflows, or scalability experiments. Benefits - Base salary, equity (stock options/RSUs), and benefits. - Highly competitive salary and equity ranges within the SaaS and fintech industry. - Target new hire base salary ranges for this role: - US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $142,900-$178,600. - US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $128,600-$160,700.

• Support the day-to-day accounting operations of the Company’s subsidiary and other financial areas. • Contribute to the monthly close process and ensuring accurate and timely financial records. • Prepare and record routine journal entries, accruals, and adjustments, ensuring appropriate supporting documentation. • Support the monthly close process for, meeting all reporting deadlines • Perform monthly reconciliations of assigned balance sheet accounts and investigate and resolve variances. • Maintain accurate and complete accounting records in compliance with internal policies and applicable accounting standards. • Prepare standard financial reports and supporting schedules. • Support internal controls by ensuring completeness and accuracy of transactions. • Assist during external audits by preparing requested documentation. • Contribute to system and process improvements, including ERP-related initiatives, as needed. • Collaborate with other teams (e.g. operations, finance or supply chain) to ensure proper recording of costs and expenses. • Support ad-hoc projects as needed

• Manage and execute the end-to-end Order to Cash process. • Process customer order and ensure accuracy in order entry. • Generate and send invoices to customers. • Assist in resolving customer billing inquiries and discrepancies. • Perform daily cash allocation activities and clearing. • Maintain accurate customer records in the SAP system. • Collaborate with other departments to resolve issues. • Generate customers’ statement of account. • Prepare of closing reports including ageing report, revenue report, bank reconciliation, intercompany reconciliation, VAT report, incentive report etc. • Update desktop procedure from time-to-time. • Lead customer billing and collections efforts, resolving complex issues. • Fulfilment of sectors’ satisfaction. • Perform reconciliations and ensure timely cash allocation. • Support in audit activities.

At Wipfli, people count. 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. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. 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. You will also mentor teams and collaborate with both domestic and overseas resources to enhance service delivery and efficiency. This is a highly visible, client-facing role focused on building strong relationships and delivering impactful advisory solutions. This job can be worked remotely anywhere in the US! Responsibilities: • Review financial reporting packages and workpapers for accuracy, completeness, and timeliness • Analyze benchmarking data and key performance indicators to deliver actionable client insights • Present financial results and recommendations to clients with clarity and confidence • Support the development of budgets, forecasts, and cash flow projections • Provide technical accounting guidance on complex issues • Identify operational inefficiencies and recommend process improvements through client discovery • Lead, coach, and develop staff and senior accountants • Effectively leverage and collaborate with offshore/overseas teams to enhance service delivery and efficiency • Apply knowledge of job costing, inventory, and overhead allocation within manufacturing environments 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% Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details: 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 identify, 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 cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 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, and 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. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. 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. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.