CFO, Outsourced Accounting

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 will provide outsourced accounting and advisory to our clients within the commercial real estate industry

Responsibilities:

• Manage a remote accounting team, including scope of work, job time budgets and job profitability
  • Provides CFO advisory service to clients, via scheduled remote meetings regarding the interpretation and use of financial statements
  • Direct point of contact from real estate investment client engagements
  • Partners with client from private equity, joint venture, and other investors to maintain and foster relationship with primary focus on real estate industry
  • Research and share knowledge of best practices in areas of business concern or interest to each client
  • Calculating investor returns, budgeting/forecasting asset performance and prepares financial data for loan covenants
  • Advises on cash flow, debt structure and leverage
  • Interested in leveraging data analytics and embracing new technology, including various accounting software
  • Provide technical accounting assistance to clients and internal team
  • Advise client on process improvement in their accounting department and internal controls
  • Meets with investors to review management reports, and other key performance indicators
  • Prepares financial data for loan covenants if applicable
• Mentor and train direct reports to grow in their roles and responsibilities

Qualifications:

• Bachelor's Degree in Accounting
  • 10+ years of advanced, hands on full cycle accounting experience including financial statement preparation within the commercial real estate industry
  • Previous public accounting experience preferred
  • Minimum of 3 years supervisory experience
  • Ability to quickly embrace, adapt and learn new technology that will include various accounting softwares
  • Experience with Netsuite, Yardi, Appfolio, QuickBooks Online and Sage Intacct preferred but not required
  • Proven ability to build and manage relationships
  • Professional certification (e.g. CPA, CMA) preferred but not required
  • Previous experience with cost accounting, inventory valuation reporting and financial forecasting
  • Demonstrate the ability to adapt and learn quickly

Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect!
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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 [email protected]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $125,000 to $185,000 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. 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.