Senior Manager - Financial Accounting Services Team

Job Locations US-CO-Lakewood
Job ID
2020-3229
Category
Consulting

Overview

At Wipfli, people count

 

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. And we seek feedback openly, from all.

 

People matter here and they feel it.

 

And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.

 

If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.

 

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 

 

Purpose:  The senior manager/director is responsible for the management of the day-to-day operations within an assigned book of business. Manages relationships with an industry focus ensuring the profitability of all client engagements and growth of clientele. Provides oversight, mentoring, and quality control for the team and for reporting to the FAST Industry Partner/Lead to ensure exceptional client service.

Responsibilities

  • Manage expectations effectively through clear and continuous communication with client and/or other accountants
  • Maintain the primary direct relationship with assigned clients, meeting with each client at least quarterly
  • Review budgeting & forecasting, cash flow and other strategic financial planning with the client to identify trends and areas of concern
  • Act as the primary client ally in relationships with client’s professional Center of Influence (COI) team (e.g. attorney, insurance and financial experts, banks, etc.) to ensure that vendors have the client’s best interests in mind
  • Provide operational assistance through integrated resource and performance planning, solutions implementation, and collaboration with other business areas (such as marketing & sales, HR, technology)
  • Provide individual client budgeting, resource management, consulting, and ongoing mentoring
  • Develop and use KPIs/metrics in discussions
  • Provide onsite services as requested by client
  • Coordinate the preparation of necessary board meeting materials and attend meetings to present findings
  • Prepare client business plans
  • Assist client in maintaining profitability
  • Actively participate in growth initiatives through business development, assessment, or impact pricing efforts
  • Act as a liaison with new firms acquired through mergers and acquisitions to help acclimate into Wipfli’s culture
  • Participate in special projects/committees

 

Qualifications

  • Four Year Degree in Accounting required
  • Professional certification - CPA required
  • 7+ years of experience in public accounting working with clients in $1 to $10MM revenue
  • 3+ years of leadership experience
  • Strong technology skills
  • Strong interpersonal skills and relationship building skills
  • Strong interpersonal skills and relationship building skills
  • Ability to influence others
  • Strategic thinking
  • Ability to develop self and others
  • Ability to promote and manage constructive change

 

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, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

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