This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Wipfli’s client accounting advisory practice is seeking a Manager with strong nonprofit accounting and controller-level advisory experience to join our purpose‑driven team. In this role, you’ll lead engagements, build trusted client relationships, and bring a curious, perceptive, and solutions‑focused mindset to help nonprofits strengthen their financial operations. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice. This position 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 coach staff and senior accountants, providing guidance on accounting and financial reporting matters. Qualifications - Bachelor’s degree in Accounting, Finance, Business. - 4–6 years of experience in public or private accounting. - 3+ years managing associates and/or teams. - Professional certification (e.g., CPA, CMA) preferred. - Proficiency in financial reporting and analysis. - Strong planning, prioritization, and organizational skills. - Strong project management and relationship-building skills, with a client-first mindset. - Excellent written, verbal, and presentation skills. - Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct and a demonstrated ability to embrace new technologies. - Demonstrated ability to influence others, promote constructive change, 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. 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 $109,000 to $147,000 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 cares about our associates and offers a variety of benefits to support their well-being.

• Overseeing operational support for Sales and Service teams by managing the end‑to‑end quotation process for hardware and software support agreements • Ensuring accuracy, efficiency, and alignment across global upgrade quoting activities while driving continuous process improvement • Leading cross‑functional collaboration with multiple departments to strengthen process management and operational efficiency • Guiding and advising on upgrade eligibility assessments and field‑driven sales opportunities • Leading a diverse, global team of eight, ensuring alignment, productivity, and professional development across regions • Executing core managerial responsibilities including implementing company policies and programs, fostering employee productivity, and managing resources

• Leading the delivery of sponsorship and exhibitor experiences across multiple events • Acting as the “voice of the sponsor,” championing a sponsor-first mindset across teams and vendors • Partnering with clients, sales teams, and sponsors to understand objectives and drive long-term value • Managing sponsorship packages, MPOs, booth experiences, digital assets, signage, content, and onsite support • Developing and maintaining robust project documentation, timelines, and readiness materials • Coordinating multiple workstreams to ensure deadlines, budgets, and quality standards are met • Supporting cross-sell and upsell opportunities in collaboration with sales teams • Driving continuous improvement through feedback, data analysis, and process development • Leading sponsor communications including guidance, newsletters, support calls, and approval processes • Providing day-to-day leadership, mentoring, and knowledge sharing across project teams

• Develop go-to-market sales and selling strategies, including direct sales, channel partnerships, promotions, and marketing literature. • Build relationships with decision-makers among key customers and influential market leaders to understand market trends and customer needs. • Identify growth opportunities, market trends, and competitive advantages to expand market share. • Support go-to-market planning, pricing strategies, and client value propositions. • Oversee commercial performance, including revenue forecasting, margin management, and cost control. • Review financial reports and KPIs to ensure profitability and compliance with commercial objectives. • Support the GWS Application Specialist in identifying new customers, engaging in on-site visits, and providing technical support. • Collaborate with the Engineering team to advise on new product development opportunities and market requirements. • Collaborate with account management, operations, and business development teams to ensure service excellence. • Present commercial insights and performance updates to senior leadership and stakeholders. • Ensure commercial activities comply with internal policies and contractual obligations. • Manage risk exposure through robust commercial controls and governance processes. • Support bid approvals, financial modeling, and investment business cases. • Mentor and guide team members on commercial best practices and product portfolios. • Foster collaboration across cross-functional teams to align strategy and execution.