**In your day-to-day, you will play a crucial role in managing the team, the business, and the projects:** • Leadership and Mentorship: Hold one-on-one career development conversations and monthly mentorship sessions, assessing development and performance needs of team members and ensuring the creation and execution of Individual Development Plans (IDPs); • Time and Project Management: Assign and monitor daily operational and ongoing tasks, serving as the go-to reference for prioritization and escalation of complex issues; • Quality Assurance (QA): Maintain overall responsibility for QA of the team's media executions, including reviewing budgets, pacing, targeting, and segmentation, among others; • Campaign Strategy and Architecture: Architect campaigns according to market best practices and client needs, defining the setup logic for in-scope and adjacent platforms; • Client Management and Relationships: Ensure client success and SLA compliance, acting as the primary Point of Contact (PoC) on a day-to-day basis to build trust and rapport; • Business Growth: Flag opportunities for incremental services and co-lead conversations, using the client’s business knowledge to inform strategy; • Actively participate in meetings with clients and key stakeholders, ensuring expectations and needs are understood and addressed; • Develop and implement effective digital marketing strategies across multiple channels, such as Google Ads, Facebook, Instagram, LinkedIn, TikTok, and programmatic, optimizing results and aligning with business goals; • Develop media plans that maximize campaign impact and achieve established KPIs; • Assist the team in monitoring and executing campaigns, from launch to final reporting, ensuring deliverables align with projections and targets.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Wipfli’s Accounting Advisory practice is seeking a Manager with strong construction accounting expertise to provide controller-level advisory and lead key client engagements. In this role, you will serve as the primary point of contact for construction clients, delivering accurate financial reporting, reviewing work-in-progress schedules, and offering strategic guidance to improve processes, internal controls, and operational efficiency. You’ll partner closely with client accounting teams and CFOs, bringing a perceptive, solutions-focused approach to help strengthen financial performance. Rooted in the Wipfli Way, this opportunity allows you to lead a remote team, mentor staff, and make a meaningful impact within a collaborative, people-first culture. 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, or 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, Foundation, Procore, 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.

• Monitor existing customers' health and launch scaled campaigns to boost upsells and retention. • Analyze data and identify common challenges, proactively suggest improvement to existing processes, and deliver best practices to customers to help deliver maximum value of our products. • Create, drive, and iterate 1: many programs and initiatives to implement 1 to many customer engagement strategies that can efficiently and effectively drive customer results at scale (e.g., email campaigns, office hours, targeted customer consultations). • Partner with CSMs, AEs, Product, and Marketing to drive a 1:many experiences within the team’s book of business. • Build processes to maintain customer health at scale, using internal dashboards and metrics to identify and respond to risks or opportunities within your book of business (500 to 1000 accounts). • Be a SoSafe operational champion and lead-by-example to ensure data hygiene in our internal CS Tool, Salesforce etc.

• Creates Change Management strategies to achieve the organizational goals • Leads, coordinates, and manages Change Management activities • Coaches and mentors staff through the change process • Develops training programs to help employees understand and adapt to change • Ensures exceptional client satisfaction is consistently delivered and maintained • Assures services are delivered to pre-agreed OLA and SLA • Provides a management escalation point for all infrastructure related issues • Ensures production of Monthly Status Reports measuring the performance of the operational environment and Team against pre-agreed KPI’s • Administers and manages the change management process and procedures • Assists with the management of the Change Advisory Board Meetings (CAB) and facilitates Change Request (CR/RFC) prioritization and design discussions • Liaises with internal stakeholders and customers staff to improve the change management process to ensure the process aligns with the executive goal of high availability • Acts as the point of contact for questions, concerns, suggestions regarding the change management system and processes • Works with internal and external audit teams to ensure that all changes implemented follow associated change standards, policies and procedures • Conducts Post Change Review (PCR) meetings to address unsuccessful changes or changes that caused production issues. Documents findings and reports findings back to senior management • Produces weekly and monthly change management reports to all stakeholders, reporting on KPI's and various SLA's • Maintains and handles SOC 2 Cisco Partner compliance requirements • Maintains change calendar with all deployments planned across MS customers • Explores ways to enhance process to address areas of conflict management, release management and configuration management • Designs, develops, and assists with the implementation of change management system issues and enhancements • Identifies, manages, and mitigates risk to ensure successful delivery of managed services