Senior Manager, Advisory Services - Nonprofit Industry Clients

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.

Make a lasting impact in the nonprofit world—lead with purpose, guide with expertise, and grow with a team that values your voice. As an outsourced CFO, you’ll serve as a strategic advisor to our nonprofit industry clients, delivering high‑quality financial insights and overseeing client engagements that drive mission success.

This job can be worked remotely anywhere in the US!

• 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.

• 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.
• 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.
• Proficiency in accounting software, specifically Intaact, Quick Books Online, Netsuite,  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%

Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her Linked In Page to connect!

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

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,  protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.…