FASB, GASB, and FAF jobs - 113 jobs

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 requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and other meeting sites. Note that scheduled meetings in the office will require in-person attendance. Job Summary Our Construction and Real Estate (CRE) team is seeking a motivated Senior Business Developer to join in the incredible growth of our CRE practice. The ideal candidate will focus on the growth of the firm's professional services sales into its target client segments by closing on new energy incentive sales opportunities and identifies and provides leads to the various industry resources as appropriate, in accordance with company policies and procedures. Responsibilities Responsibilities: Manages the sales process from lead generation/lead qualification to close according to Wipfli's Sales Methodology. Coordinates the conversion of new client leads, utilizing Wipfli's professional services resources in a team-selling approach. Forms and guides the Opportunity Pursuit Team. Transfer's client relationships to appropriate Wipfli professional services resources at an agreed-upon timeframe. Integrates with the industry /geography teams of professionals to establish a productive working relationship. Shares market intelligence gained through their work with the industry/geography team and the Marketing team. Translates growth/marketing plans into sales tactics within the context of the firm's growth strategy. Produces management reports conforming to reporting guidelines including, but not limited to forecasting and pipeline reporting. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Sales, Marketing, Accounting, Finance, Business, Technology, or Economics or other job related major, or an equivalent level of job-related experience 5-10 years of experience in the energy or A&E space Experience selling specialty tax services to Architecture, Engineering, or Construction firms Requires previous experience with developing executive-level client relationships Requires previous experience in professional sales using a solution-oriented, consultative approach Requires a track record of revenue attainment that meets or exceeds sales goals Requires experience with client accounts of $15 million to $500 million in revenue Alaina Lister, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $95,000 to $161,000, 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 a commission plan, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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. Job Summary: Are you passionate about helping healthcare organizations improve through data-driven insights and collaborative problem solving? As a Specialist II in Wipfli's Healthcare Consulting Practice, you'll work independently with a variety of healthcare clients, skilled nursing facilities, independent living, and assited living, delivering services such as financial and operational analysis, regulatory readiness, and strategic support. You'll play a key role in helping clients navigate complex challenges and implement meaningful improvements. Under the direction of a Senior Consultant, the Specialist II provides business services independently for the firm's more complex clients, ensuring delivery is timely, accurate and serves the client's needs in accordance with company policies and procedures. Responsibilities Responsibilities: Deliver healthcare consulting services to clients independently, ensuring compliance with industry regulations. Analyze and reconcile healthcare-related financial and operational data, including claims, reimbursements, and provider performance metrics. Prepare client-ready reports and documentation aligned with healthcare standards and firm protocols. Support onboarding of new healthcare clients by gathering intake data, configuring systems, and ensuring regulatory readiness. Maintain up-to-date knowledge of healthcare regulations, payer requirements, and industry trends to inform client solutions. Collaborate with cross-functional teams (e.g., compliance, IT, finance) to address client challenges and implement improvements. Respond to client inquiries with professionalism and accuracy, particularly regarding healthcare-specific issues. Proactively communicate with internal teams about project status, risks, and client feedback. Adhere to project timelines, budgets, and documentation standards. Knowledge, Skills and Abilities Qualifications: Associate Degree in Healthcare Administration, Health Information Management, Accounting, or a related field; equivalent experience considered. 3+ years of experience in healthcare consulting, healthcare operations, or a related client-facing role. Familiarity with healthcare systems (e.g., EHRs, claims processing platforms) and regulatory frameworks (e.g., HIPAA, MACRA). Strong analytical skills with the ability to interpret healthcare data and recommend actionable insights. Excellent communication skills, both written and verbal, with the ability to present complex information clearly. Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with healthcare analytics tools is a plus. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 *************. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $21.00 to $28.00 an hour, 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. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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. Job Summary - Under the direction of the Human Resources Manager, the HR Business Advisor is responsible for providing day-to-day HR support for internal clients within designated business units while also supporting Talent and Culture initiatives across the firm. HR Business Advisors collaborate with colleagues on the Talent and Culture Team and consult with firm leaders to maximize all aspects of people performance to deliver business objectives. Location: This remote opportunity prioritizes candidates who live within 60 miles of a Wipfli office to foster collaboration and engagement with our internal teams. Preferred locations include Wisconsin (WI), Minnesota (MN), Maine (ME), Illinois (IL), Georgia (GA), Pennsylvania (PA), Virginia (VA), Michigan (MI), and Colorado (CO). We also welcome applications from qualified candidates outside this range, including remote options. Occasional overnight travel may be required, which can include both land and air transportation. Responsibilities Essential Responsibilities: Internal Consultant Provides HR consultation and leadership for multiple business units. Ensures delivery and alignment of Talent and Culture products and services to support achievement of firm strategies. Acts as a collaborator, advisor and coach to partners and associates, advising on matters related to talent management, associate relations, culture, organizational development, leadership and workforce planning. Provides associate relations coaching and counsel to ensure consistency of policy and practice to preserve the health of the firm/associate relationship. Responds to associate inquiries on HR policies, procedures, and programs. Talent and Performance Management Provides advice and counsel to performance coaches and associates regarding performance related concerns, and talent development. Participates in objective investigations related to workplace matters under the guidance of senior members of the field HR team. Facilitates performance evaluation process. Business Knowledge Develops a proven understanding and appreciation of the firm's organizational structure, culture and business objectives to develop and implement HR programs and processes that are aligned with the firm's values and objectives. Provides HR perspective and solutions to business challenges (i.e. organizational changes, acquisitions & divestitures, etc.). Communicates a point of view that illustrates the Talent and Culture implications of business decisions. Identifies problems that affect business strategy and predicts potential obstacles to success. Organizational Development Collaborates with other members of the Talent and Culture team to develop and implement, Talent and Culture strategies, policies and practices in the areas of organizational effectiveness, workforce planning, associate relations, compensation, talent and performance management, change management, associate engagement and professional development. Ensures consistent application of these practices in their designated business units. Special Projects Participates on special and cross-functional projects as needed. These projects could be business unit specific or firm-wide in nature. Leads and supports critical components of Wipfli's M&A activities-specifically acquisitions-by overseeing T&C-related projects to ensure smooth integration and successful outcomes. Other Performs or coordinates the tactical duties necessary to assist or administer various aspects of the firm's compensation and benefit, talent acquisition, organization development, and associate relations programs. Exhibits the ability to follow standardized process templates, collaborates with more senior HR Business Advisors when unique circumstances arise Develops and maintains a high level of process and compliance knowledge and expertise. Identifies and assesses business risk within the scope of their responsibilities and escalates when necessary. Knowledge, Skills and Abilities Knowledge Bachelor's degree in Human Resources or similar field Human Resource Certification (PHR, SPHR, SHRM-CP or SHRM-SCP) preferred 3+ years in human resources Skills and Abilities: Strategic Thinking: The ability to see ahead to future possibilities and translate them into actionable strategies. This involves understanding the complexity of the future, developing long-term plans, and identify interdependencies when making decisions. Project Management: The ability to plan, organize, and oversee projects to achieve specific goals within defined constraints, such as time, budget, and scope. This includes developing clear plans, timelines, and utilizing standardized tools and methodologies for effective project management. It also involves managing multiple tasks and deadlines efficiently, ensuring accuracy, confidentiality, and timely completion of projects Business Acumen: A strong understanding of the firm's organizational structure, culture, values and business objectives to develop and implement HR programs and processes that align. Consultation and Influence: The ability to act as a collaborator, advisor, influencer, and coach to partners and associates. Communication Skills: Confident, effective communication is essential for HR consultation, addressing inquiries, and supporting initiatives. This includes strong verbal, presentation, and written skills to ensure clarity and professionalism. Problem-Solving and Analytical Skills: The ability to identify problems that affect business strategy, predict potential obstacles to success, and provide HR perspective and solutions to business challenges. Adaptability and Flexibility: Participating in special and cross-functional projects, which could be business unit-specific or firm-wide in nature, requires the ability to adapt and be flexible in various situations Teamwork and Collaboration: The ability to work effectively with others towards a common goal, involving coordination, cooperation, active engagement, open communication, and the sharing of ideas and resources. This skill requires trust, respect, and a willingness to consider different perspectives, fostering a productive and harmonious work environment. Communication Written, Verbal, and Presentation Technology Proficient in Word, Excel, and Outlook Proficient in Workday (Preferred) Experience with AI tools and technologies strongly preferred Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #LI-REMOTE Additional Details 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 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 - $89,000, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

The Treasury Analyst at Farmer Mac will support the Treasury front office teams' issuance, derivative and investment activities. This includes business reporting, transaction documentation, derivative collateral monitoring and optimization, system testing and troubleshooting and partnering with the Treasury Operations and Accounting teams as a primary liaison with the Treasury front office teams. This position will not have trade execution authority. The individual who is filling this role must be detail oriented, capable of balancing competing priorities with firm deadlines while displaying the ability to work independently within established parameters. The People You Will Work With The position will report to the Assistant Treasurer. The Treasury Analyst will primarily support the Treasury front office team tasked with debt issuance, hedging and investment activities. The position will interact with Farmer Mac's debt and derivatives counterparties as well as internal stakeholders across the Finance team with a core focus on supporting the Treasury front office team in their coordination with the Treasury Operations and Accounting teams. The position is expected to support, together with the IT team, the front-end systems and databases used by the Treasury front office team for trade capture across the debt, derivative, and investment portfolios. Where and When You Will Work Work is to be conducted following a hybrid model of a combination of work from home days and in person at Farmer Mac's headquarters at 2100 Pennsylvania Avenue N.W., Washington, DC. The Treasury team currently works in the office twice a week subject to changes in policy. This is not a fully remote position; significant travel is not expected. This position requires availability during market hours with the core Monday through Friday business hours of 8:00 am to 5:00 p.m. Eastern Time. This position may need to be available on occasion outside of the core business hours and/or business days for planned and unplanned activities to complete time sensitive projects or to attend off-site meetings and events. Major Responsibilities and Duties Support Financial Market Transactions * Assist in the review of debt, derivative, and investment transaction bookings for accuracy * Monitor the company's cost of funds curve, market liquidity, and potential impacts from market changes and communicating information to the funding and investment teams * Assist portfolio managers in system updates for Farmer Mac's funding curve and monitoring new loan activity and monitoring interest rate exposures on rate locked loans * Liaise between Treasury Front Office, Treasury Operations, and dealers for trade settlement breaks on debt issuances, interest rate swap payments or investment securities transactions. Escalate as needed with counterparties and internal stakeholders. Derivative Collateral, Margin and Documentation Support * Lead and oversee the documentation process for the company's debt issuances to ensure timely and accurate postings of debt offerings and timely execution of transactions with counterparties * Responsible for daily collateral validation and recommending collateral calls to counterparties. * Lead the Treasury teams' workstream for managing initial margin and variation margin requirements and optimization across the company cleared and bilateral swap portfolios, including managing the company buildout to comply with Uncleared Margin Rules ("UMR") * Review and interpret terms of ISDA agreement and associate Credit Support Annex ensuring collateral terms are properly interpreted and documented in system * Monitor and report on exposures to bilateral swap counterparties including material changes in exposures and credit ratings; partnering with Treasury Operations to adjust margin postings as required * Lead the Treasury teams' review and execution of documentation for bilateral swaps Data Integrity and Reporting * Work with Finance Data Analytics team on resolving data gaps between front office trade capture system and Finance data warehouse * Assist front office portfolio managers in capturing investor information on debt issuance trades and logging into trade capture system to improve investor relations targeting and reporting * Partner with portfolio managers and Accounting and Financial Reporting teams as needed to investigate data inconsistencies in front end trade systems specifically as it relates to static data, cashflows and data feeds from market data providers such as Bloomberg * Assist supervisor and portfolio managers in forecasting, ALCO, Board and regulatory reporting on investment activities, funding market activity and derivative exposures and usage * Support month-end close process by updating call schedules, rate indices, missing security factors, missing securities prices and flagging positions that are out of not in the proper workflow configuration Process Improvement, System Development, Regulatory and Audit * Support testing and implementation of new Treasury applications including the annual upgrades for the Calypso system. * Contribute to process improvement initiatives to enhance resource utilization, data management, knowledge sharing, and reporting accuracy. * Design, build, test, and implement new processes to automate and enhance daily processes across multiple platforms including leveraging AI and robotic automation to streamline documentation, reporting and repeatable tasks * Works with Internal Audit/Enterprise Risk to provide information and test internal controls * Support portfolio managers to prepare and provide source information required for regulatory reporting * Conduct regular reviews of trading processes and workflows, identifying areas for improvement and implementing best practices * Assist with onboarding for new legal entities and ongoing KYC support including front end system setup of legal entities * Partner with Enterprise Risk team for counterparty whitelisting, trade limits updates as appropriate Desired Skills and Qualifications * A strong knowledge of financial markets, fixed income securities, financial derivatives, initial and variation margin requirements, GSE debt markets and a fundamental understanding of interest rate risk * Displayed comfort in written communication to both internal and external stakeholders * Exceptional work ethic and desire to support portfolio managers in improving trade execution outcomes * Able to independently evaluate work processes to identify areas of improvement including where AI or robotic automation can improve existing processes * Strong command of Excel, Word and PowerPoint required, competence with VBA, SQL infrastructure preferred Education and Experience * Minimum of 2.5 years of experience in supporting a front office team with debt funding, liquidity investments, fixed income markets, derivatives, Treasury Operations, Balance Sheet Management, and margin requirements for cleared derivatives and bilateral interest rate swaps * Bachelor's degree in finance, mathematics, engineering, or a related field required. * Experience working with a front office trade and risk system, such as Calypso, Murex or similar is strongly preferred Our compensation philosophy is targeted pay positioning relative to peers, our industry, and external markets. Farmer Mac is committed to a compensation program that will enable the organization to attract, motivate, reward, and retain highly skilled and creative talent to maintain sustained long-term performance and achieve the organization's strategic business objectives. The typical base pay range for this role is $105,000 to $125,000 per year. Compensation will vary based on experience and geographic work location.

At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team. If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you. Job Summary We are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers. Responsibilities Responsibilities: Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting. Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics. Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders. Prepare and review detailed financial due diligence reports and executive presentations. Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies. Collaborate with partners and directors on client strategy, engagement execution, and business development. Mentor and supervise associates and interns, providing guidance and technical training. Support valuation analysis, transaction structuring, and integration planning as needed. Contribute to proposal development, pitch materials, and other marketing initiatives. Stay informed on industry trends, accounting standards, and M&A market dynamics. Knowledge, Skills and Abilities Qualifications and Experience: Bachelor's degree in Accounting, Finance, or related field 2-5 years of experience in transaction advisory, financial due diligence, audit, or related field. Strong financial modeling and analysis skills, with proficiency in Excel and financial databases. Strong technical knowledge of U.S. GAAP and financial reporting. Demonstrated ability to manage projects and deliver results within strict timelines. Outstanding communication skills, both written and verbal, to effectively interact with clients and team members. Proven problem-solving and critical-thinking abilities with a keen eye for detail. Professional certifications such as CPA or CFA are desirable but not mandatory Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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. Job Summary: As Director of FP&A, you'll be the strategic financial partner driving growth, transparency, and value creation. Reporting directly to the CFO, you'll lead financial planning, forecasting, and performance analysis to guide executive decision-making and ensure alignment with stakeholder objectives. This is a high-impact role for a proven leader who thrives in dynamic, acquisition-driven environments. Responsibilities Essential Responsibilities: Oversees consolidated financial planning and forecasting, including integration of acquired entities, and leads annual budgeting and quarterly forecasting processes across all service lines Delivers executive-level analysis of value creation strategies, synergy realization, and post-acquisition integration performance, while identifying key trends, risks, and opportunities across both organic growth and M&A activities Drives integration of newly acquired companies into financial reporting, planning, and performance analytics frameworks Leads preparation of executive-level reporting and board materials, including financial bridges, trends and actionable insights Establishes key performance metrics that enhance organizational visibility into financial and operational outcomes Partners with service line leadership to strategically align revenue, staffing, and expense planning with stakeholder-driven growth objectives Acts as a key financial liaison between the company, its PE sponsor, and external advisors during transaction and integration processes Collaborates with accounting team to ensure alignment between actuals and forecasts, and to establish a consistent, reliable close-to-forecast process Acts as a champion for data-driven decision-making and financial accountability across the organization. Develop dashboards and business intelligence (BI) tools to provide visibility into financial and operational performance Leads and mentors analysts, ensuring development of M&A financial modeling expertise Leads financial due diligence and deal analysis for potential acquisitions, partnering with corporate development and executive leadership to evaluate transaction economics, develop pro forma financial models, and assess ROI and collaboration opportunities Collaborates with Senior leadership and PE sponsors to build robust scenario modeling, investment return analyses, and long-term strategic plans Sponsor background New Mountain Capital (“New Mountain”) is a generalist private equity sponsor focused on middle-market growth companies. Founded in 1999, it is committed to building great and durable businesses that make a difference in their markets and communities, while creating strong returns for investors. Together with its affiliates, New Mountain manages private equity, credit and net lease real estate platforms with aggregate assets under management totaling over $60 billion. New Mountain's private equity strategy seeks to acquire the highest quality companies in carefully selected “defensive growth” industries, and then work in partnership with management teams to build those businesses into market leaders. These are companies that have a fundamental value proposition and grow through good and bad cycles, while generating high free cash flow for increased organic investment. The firm seeks to acquire companies in the $100 million to $1 billion+ enterprise value range and generally invests $300 million to $500 million+ per transaction to grow those businesses. The firm is a longtime adherent of environmental, social and governance principals and has been a leader in the ESG space within private equity. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Finance, Accounting, Economics or related field 7 - 10 years of experience in FP&A, with direct exposure to private equity environments, M&A, or corporate development Experience in a professional services environment is especially valued 5 years in management or leadership role CPA, CFA or MBA Strong financial modeling skills, including pro forma and deal scenario analysis. Experience with integration of acquisitions into financial systems and reporting frameworks. Proficiency with budgeting tools and ERP systems; Workday and Adaptive preferred. Skills & Abilities: Ability to analyze data and recommend solutions Communication - The ability to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of the different audiences and inspire trust. Business acumen - The ability to understand how the firm makes money, to interpret key financial indicators and make decisions on how best to utilize resources to achieve the firm's strategic goals. Strategic thinking - The ability to see ahead to future possibilities and translate them into breakthrough strategies. Ability to balance many projects simultaneously Ability to work under pressure and time deadlines Ability to plan, prioritize, and organize work effectively Ability to exhibit behaviors aligned with Wipfli's core values Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #LI-Remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000 - $212,000 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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 offers the flexibility to work remotely or in a hybrid capacity from a Wipfli office, with approximately 50% travel to client sites. Travel is primarily focused in the Midwest, Oklahoma, and the Western United States, supporting tribal governments and gaming/casinos. Ideal candidates are energized by client interaction, enjoy working on-site with diverse teams, and are comfortable navigating a dynamic audit environment. Responsibilities Responsibilities: + Audit financial statements, quarterly financial information, and clients' annual reports. + Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures. + Identify accounting and audit issues and perform research to solve issues. + Responsible for testing internal controls, policies, and procedures and making recommendations. + Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX). + Proactively build relationships and communicate with clients and associates. + Teach, train, and develop incoming staff/interns. Knowledge, Skills and Abilities Qualifications: + Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam. + CPA certification preferred. Candidates actively pursuing CPA certification will be considered. + Requires 1-3 years of accounting related experience, preferrably in public accounting or the Tribal Gaming or Government industry. + Ability to plan, prioritize, and organize work effectively on multiple tasks. + Adaptable to various levels of client complexities of people, processes, and systems. + Excellent verbal and written communication skills. + Ability to travel to client sites up to 50%. Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect! #LI-Hybrid #LI-KK1 Additional Details 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 ************* Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $77,000 to $116,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws. 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-IL-Naperville | US-IL-Chicago | US-IL-Rockford | US-IL-Lincolnshire | US-IL-Tinley Park Job ID 2024-6584 Category Audit

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 requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Responsibilities Responsibilities: Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: + Respond to client and firm associate requests in a timely, accurate, positive and professional manner + Respond to inquiries from client and work with client to gather necessary information for completion of required documents + Use data analysis skills to discover useful information and patterns to provide support in recommendations + Proactively identify improvement opportunities in processes to enhance efficiency ***NOTE: Interns can receive experience in only tax or both tax ANDaudit*** Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed Audit Specific: + Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders + Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner + Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs + Develop technical competency with GAAP, especially related to assigned product line What You will Gain + Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm + Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience in tax and/or audit work, and related software applications + Work as an individual contributor and as part of a team to support client engagements + Gain exposure to a variety of clients and industries ranging from small businesses to large corporations + Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner Knowledge, Skills and Abilities Qualifications: + Pursuing a Bachelors or Master's degree in Accounting + Above average knowledge in accounting as demonstrated by college GPA; Preferred 3.0 GPA or higher + Ability to think independently and make good decisions based on education and experience + Good communication and interpersonal skills to effectively communicate with clients and staff + Ability to prioritize work, follow through on requests, take initiative and meet deadlines + Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status) Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (****************************************** page to connect! #LI-AL1 #LI-Hybrid Additional Details This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. 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 ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-MO-Clayton | US-MO-St. Charles Job ID 2025-7182 Category Entry-Level/Internships Remote No

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. Job Summary: In this role, you will perform comprehensive financial analysis, collaborate with the team to evaluate deal structures, and stay updated on industry trends to provide valuable insights for our clients. You will manage multiple projects simultaneously, act as a key point of contact for clients, and work closely with cross-functional teams to enhance the overall value provided. Additionally, you will prepare clear and concise reports, review the work of junior team members, and ensure the highest standards of quality and accuracy in all deliverables. Responsibilities Responsibilities: Perform comprehensive financial analysis, including historical and projected financial statements, to assess the target company's performance and identify potential risks and opportunities. Collaborate with the team to evaluate deal structures and valuation methodologies, considering factors such as market conditions, industry trends, and specific transaction characteristics. Stay updated on industry trends, market dynamics, and competitive landscapes to provide valuable insights that contribute to the client's decision-making process. Manage and prioritize multiple projects simultaneously, ensuring timely delivery of high-quality work products and meeting client expectations. Act as a key point of contact for clients, building strong relationships and effectively communicating findings and recommendations. Work closely with cross-functional teams to leverage expertise from other practice areas, enhancing the overall value provided to clients. Prepare clear and concise reports and presentations that communicate complex financial information in a digestible manner for clients and internal stakeholders. Review and verify the work of junior team members to maintain the highest standards of quality and accuracy in all deliverables. Knowledge, Skills and Abilities Qualifications and Experience: Bachelor's degree in Finance, Accounting, Economics, or a related field. 7+ years of experience in Transaction Advisory Services or related areas. Strong financial modeling and analysis skills, with proficiency in Excel and financial databases. Excellent understanding of financial statements, valuation techniques, and deal structuring. Demonstrated ability to manage projects and deliver results within strict timelines. Outstanding communication skills, both written and verbal, to effectively interact with clients and team members. Proven problem-solving and critical-thinking abilities with a keen eye for detail. Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous. Professional certifications such as CPA or CFA are desirable but not mandatory Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #LI-remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000 - $191,000, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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. Responsibilities Under the direction of a Senior Consultant or Manager, the Consultant II will develop and implement solutions for clients that are either consultative or technical in nature that provide improvements to the client's business processes and information technology. The Consultant will play a key role in our national-based client support with both small- and large-scale implementations. Essential Responsibilities: Links the client requirements to standard solutions and service offerings with guidance from senior team members. Oversee smaller segments of work assigned by project managers or other senior team members. Thoroughly documents work with clear explanations to illustrate understanding of concepts. Informs project teams of cost, quality and schedule risks related to the scope of their portion of the engagement. Understand client business and back-office requirements, defining service scope and labor estimates for assignments. Estimate and manage work assignments within budget, providing support in business development. Research and recommend new technologies and trends. Assist clients with back-office compliance and manage client service engagements. Execute tasks related to client back-office services, advising, training, and assisting client staff. Perform emergency on-site or remote support as needed. Knowledge, Skills and Abilities Required Qualifications: Bachelor's Degree or an equivalent combination of education and experience. 1+ years of work experience in a professional services firm or 3+ years of private industry experience focused on appropriate technical area. Works toward obtaining additional appropriate certifications. Preferred Qualifications: Bachelor's Degree in related field. Training, support or consulting advisory experience. Experience with compliance or professional standards associated with area of expertise. Experience implementing Sage Intacct Accounting software or similar mid-market accounting software package. Experience in the CRE (Construction and Real Estate), NGE (Non-profit, Government, and Education), Healthcare, or Tribal Government and/or Gaming Industries. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 to $89,000, 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.

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. Job Summary Under the direction of the Manager of Strategic Initiatives and the Partner of Strategy Implementation, the Growth Product Owner will drive innovation and deliver impactful solutions across the Firm. In this role, you'll translate strategic vision into actionable backlog items, collaborate across departments, and ensure our Microsoft Dynamics 365 platform and related tools meet business needs and compliance standards. Responsibilities Essential Responsibilities: Translate strategic goals into actionable backlog items and prioritize them to align with business objectives. Partner with Growth, Practice, and UX leaders to gather requirements and user feedback for improved usability and adoption. Work with Legal, Risk, and Information Security teams to meet compliance and data protection standards. Coordinate with platform owners, developers, and analysts to ensure backlog items are delivered effectively and support sprint planning. Provide product insights and documentation to aid training and user adoption across the organization. Monitor product KPIs and industry trends to inform backlog refinement and identify improvement opportunities. Advocate for analytics-based prioritization and continuous enhancement of product delivery. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Computer Science, or related field 3+ years of experience in product ownership Demonstrated experience supporting sales and marketing Strong understanding of CRM systems, preferably Microsoft Dynamics 365 Experience with agile development methodologies Preferred Qualifications: Background in professional services, accounting, or financial services Formal agile certification (CSPO or PSPO or equivalent) Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $130,000, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

We are seeking a Tax Senior Associate with public accounting experience to join our team. This role is ideal for a motivated professional who thrives in a client-focused environment and is passionate about delivering high-quality service. As a Tax Senior Associate, the duties are focused around two core concepts: technical expertise and delivering excellent client service. This individual will work closely with team members to ensure accurate and timely completion of tax engagements, while also mentoring interns and less experienced Associates, and contributing to a positive team culture. This position could be a fit if you are interested in working with a collaborative and supportive team that values your growth and contributions, if you are seeking ongoing training and development opportunities, and you would enjoy supporting the firm in the community through volunteer opportunities and civic engagement. This position will work primarily out of our Auburn, Montgomery, or Birmingham office (newly available) - depending on selected candidate's preference - after training in Montgomery if working elsewhere long-term. On-site in the office is preferred, but a hybrid role with some remote work is an option. Being on-site will be an important part of working with a collaborative team and helping to mentor others, especially over the first 18 months, with more flexibility to work remotely after learning JT processes and software, and building relationships in the office. Key Responsibilities Prepare and review individual, corporate, partnership, and trust tax returns. Review returns prepared by interns and provide constructive feedback. Communicate directly with clients to gather necessary tax information and resolve questions. Research non-complex tax issues and assist in tax planning strategies. Apply foundational tax knowledge to identify potential tax implications. Stay current on changes in tax laws and regulations. Support the development and training of Tax Associates and Interns. Collaborate with team members to ensure efficient workflow and exceptional client service. Qualifications Bachelor's degree in Accounting. CPA license preferred, or actively pursuing (at least two parts of the CPA exam passed). Two years of public accounting experience with a focus on tax. Strong technical knowledge of tax regulations and compliance. Excellent communication and interpersonal skills. Ability to manage multiple priorities and meet deadlines. Commitment to continuous learning and professional development.

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 position can work remotely anywhere in the US. Responsibilities Responsibilities: Review and deliver financial reports and KPIs. Assist with budgeting, forecasting, and cash flow modeling. Provide technical accounting assistance to clients and internal engagement teams. Develop and coach staff and senior accountants. Collaborate with advisory teams and external partners. Identify opportunities to transition clients to higher-value services in collaboration with advisory teams. Assist with onboarding new clients, including system setup and process documentation. Monitor team KPIs and implement process improvements. Support the integration of new technology platforms and train team members on system enhancements. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in accounting, finance, or business required. 4-6 years of experience in public or private accounting 3+ years of managing associates and/or teams. Professional certification (e.g.,MBA, CPA) preferred. Ability to balance multiple projects simultaneously. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netwuite, Bill.com, Microsoft Office Suit and a demonstrated ability to embrace new technologies. Strong interpersonal and relationship‑building skills. Excellent written, verbal and presentation skills Ability to travel up to 10% Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $145,000 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. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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. Responsibilities Responsibilities Provides day-to-day management of a team of Lead Generation Specialists including participating in hiring process, initial onboarding and on-going performance management, and professional development. Identifies and assists in implementing process improvements and refining the Lead Generation Specialist playbook. Coordinates with Marketing and Business Development leadership and team members on campaign and activity design including sales enablement for Wipfli supported offerings. Conducts preliminary research on prospects and promptly follows up on assigned leads for qualification. Participates in call down activities on assigned lists, both prospect targets and impression follow up (website, buyer intent, webinars, downloads, etc.) Lead generation and development of potential prospects. Upon qualification, identifies correct associate to continue the pursuit and passes the lead/opportunity. Prospects for new clients through inbound and outbound activities. Coordinates handoff meetings with relationship executives or pursuit teams. Using industry and offering knowledge, tailors Wipfli's value proposition and capabilities to the individual client's business needs. Tracks activities in CRM and completes administrative functions to ensure client records are accurate and up to date. Responsible for meeting or exceeding individual revenue and other assigned goals. Knowledge, Skills and Abilities Qualifications Bachelor's degree in Marketing, Communications, Business, or other job related major, or an equivalent level of job-related experience 3+ years of experience 1+ years of supervisory experience Preferred Qualifications Experience with Microsoft Dynamics CRM or similar CRM solution Experience with Outreach, ZoomInfo and other sales research and sales acceleration tools Experience with lead generation and/or sales development roles Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 *************. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000 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 a commission plan, 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. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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. Responsibilities Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence. They will be self- managed for long periods and interface regularly with clients and others outside of Wipfli. Help lead and shape the delivery resources, in accordance with firm policies and procedures. If not leading people or business development efforts, will be focused on expanding technical solutions across Wipfli's footprint. Essential Responsibilities: Client Relationship Management: Assisting with client relationships by providing project management, scheduling, correspondence, and providing outstanding customer service to ensure satisfaction and retention. Financial Operations Support: Performing reconciliations, managing ledgers, reviewing financial statements, and supporting month-end and year-end close processes. This includes assisting clients with asset liability management, liquidity matters, and audit or regulatory findings. Advisory Services: Providing financial advice and insights to help clients make informed business decisions. Research & Analysis: Conducting research on various financial and regulatory matters to support client needs. Regulatory Reporting: Assisting with preparation and review of regulatory filings and compliance documentation. Policy & Procedure Review: Helping evaluate and improve clients' financial policies, procedures, and internal controls. Knowledge, Skills and Abilities Required Qualifications: Bachelor' of Science Degree in Business or Technology or an equivalent combination of education and experience. 5+ years' experience in a professional services firm or 7+ years of private industry experience focused on appropriate technical area with 1+ years in professional services. Strong understanding of liquidity management and related financial strategies. Experience with regulatory compliance requirements applicable to financial institutions. Demonstrated ability to provide advisory, training, or consulting support to clients. Excellent analytical, communication, and client service skills. Ability to travel to client sites as needed Preferred Qualifications Bachelor's degree in finance, accounting, business administration, or related field; advanced degree or certification (e.g., CPA, CTP) preferred. Familiarity with financial reporting standards and internal control frameworks. Experience working in a consulting or outsourced services environment. Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Remote #LI-DK1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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 requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Responsibilities Responsibilities: Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: Respond to client and firm associate requests in a timely, accurate, positive and professional manner Respond to inquiries from client and work with client to gather necessary information for completion of required documents Use data analysis skills to discover useful information and patterns to provide support in recommendations Proactively identify improvement opportunities in processes to enhance efficiency ***NOTE: Interns can receive experience in only tax or both tax AND audit*** Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Perform a limited number of tax return interviews as needed Audit Specific: Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs Develop technical competency with GAAP, especially related to assigned product line What You will Gain Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm Develop experience and skills to become a trusted business advisor for clients and associates Gain hands-on experience in tax and/or audit work, and related software applications Work as an individual contributor and as part of a team to support client engagements Gain exposure to a variety of clients and industries ranging from small businesses to large corporations Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner Knowledge, Skills and Abilities Qualifications: Pursuing a Bachelors or Master's degree in Accounting Above average knowledge in accounting as demonstrated by college GPA; Preferred 3.0 GPA or higher Ability to think independently and make good decisions based on education and experience Good communication and interpersonal skills to effectively communicate with clients and staff Ability to prioritize work, follow through on requests, take initiative and meet deadlines Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status) Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Hybrid Additional Details This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. 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 ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

The Treasury Analyst at Farmer Mac will support the Treasury front office teams' issuance, derivative and investment activities. This includes business reporting, transaction documentation, derivative collateral monitoring and optimization, system testing and troubleshooting and partnering with the Treasury Operations and Accounting teams as a primary liaison with the Treasury front office teams. This position will not have trade execution authority. The individual who is filling this role must be detail oriented, capable of balancing competing priorities with firm deadlines while displaying the ability to work independently within established parameters. The People You Will Work With The position will report to the Assistant Treasurer. The Treasury Analyst will primarily support the Treasury front office team tasked with debt issuance, hedging and investment activities. The position will interact with Farmer Mac's debt and derivatives counterparties as well as internal stakeholders across the Finance team with a core focus on supporting the Treasury front office team in their coordination with the Treasury Operations and Accounting teams. The position is expected to support, together with the IT team, the front-end systems and databases used by the Treasury front office team for trade capture across the debt, derivative, and investment portfolios. Where and When You Will Work Work is to be conducted following a hybrid model of a combination of work from home days and in person at Farmer Mac's headquarters at 2100 Pennsylvania Avenue N.W., Washington, DC. The Treasury team currently works in the office twice a week subject to changes in policy. This is not a fully remote position; significant travel is not expected. This position requires availability during market hours with the core Monday through Friday business hours of 8:00 am to 5:00 p.m. Eastern Time. This position may need to be available on occasion outside of the core business hours and/or business days for planned and unplanned activities to complete time sensitive projects or to attend off-site meetings and events. Major Responsibilities and Duties Support Financial Market Transactions Assist in the review of debt, derivative, and investment transaction bookings for accuracy Monitor the company's cost of funds curve, market liquidity, and potential impacts from market changes and communicating information to the funding and investment teams Assist portfolio managers in system updates for Farmer Mac's funding curve and monitoring new loan activity and monitoring interest rate exposures on rate locked loans Liaise between Treasury Front Office, Treasury Operations, and dealers for trade settlement breaks on debt issuances, interest rate swap payments or investment securities transactions. Escalate as needed with counterparties and internal stakeholders. Derivative Collateral, Margin and Documentation Support Lead and oversee the documentation process for the company's debt issuances to ensure timely and accurate postings of debt offerings and timely execution of transactions with counterparties Responsible for daily collateral validation and recommending collateral calls to counterparties. Lead the Treasury teams' workstream for managing initial margin and variation margin requirements and optimization across the company cleared and bilateral swap portfolios, including managing the company buildout to comply with Uncleared Margin Rules (“UMR”) Review and interpret terms of ISDA agreement and associate Credit Support Annex ensuring collateral terms are properly interpreted and documented in system Monitor and report on exposures to bilateral swap counterparties including material changes in exposures and credit ratings; partnering with Treasury Operations to adjust margin postings as required Lead the Treasury teams' review and execution of documentation for bilateral swaps Data Integrity and Reporting Work with Finance Data Analytics team on resolving data gaps between front office trade capture system and Finance data warehouse Assist front office portfolio managers in capturing investor information on debt issuance trades and logging into trade capture system to improve investor relations targeting and reporting Partner with portfolio managers and Accounting and Financial Reporting teams as needed to investigate data inconsistencies in front end trade systems specifically as it relates to static data, cashflows and data feeds from market data providers such as Bloomberg Assist supervisor and portfolio managers in forecasting, ALCO, Board and regulatory reporting on investment activities, funding market activity and derivative exposures and usage Support month-end close process by updating call schedules, rate indices, missing security factors, missing securities prices and flagging positions that are out of not in the proper workflow configuration Process Improvement, System Development, Regulatory and Audit Support testing and implementation of new Treasury applications including the annual upgrades for the Calypso system. Contribute to process improvement initiatives to enhance resource utilization, data management, knowledge sharing, and reporting accuracy. Design, build, test, and implement new processes to automate and enhance daily processes across multiple platforms including leveraging AI and robotic automation to streamline documentation, reporting and repeatable tasks Works with Internal Audit/Enterprise Risk to provide information and test internal controls Support portfolio managers to prepare and provide source information required for regulatory reporting Conduct regular reviews of trading processes and workflows, identifying areas for improvement and implementing best practices Assist with onboarding for new legal entities and ongoing KYC support including front end system setup of legal entities Partner with Enterprise Risk team for counterparty whitelisting, trade limits updates as appropriate Desired Skills and Qualifications A strong knowledge of financial markets, fixed income securities, financial derivatives, initial and variation margin requirements, GSE debt markets and a fundamental understanding of interest rate risk Displayed comfort in written communication to both internal and external stakeholders Exceptional work ethic and desire to support portfolio managers in improving trade execution outcomes Able to independently evaluate work processes to identify areas of improvement including where AI or robotic automation can improve existing processes Strong command of Excel, Word and PowerPoint required, competence with VBA, SQL infrastructure preferred Education and Experience Minimum of 2.5 years of experience in supporting a front office team with debt funding, liquidity investments, fixed income markets, derivatives, Treasury Operations, Balance Sheet Management, and margin requirements for cleared derivatives and bilateral interest rate swaps Bachelor's degree in finance, mathematics, engineering, or a related field required. Experience working with a front office trade and risk system, such as Calypso, Murex or similar is strongly preferred Our compensation philosophy is targeted pay positioning relative to peers, our industry, and external markets. Farmer Mac is committed to a compensation program that will enable the organization to attract, motivate, reward, and retain highly skilled and creative talent to maintain sustained long-term performance and achieve the organization's strategic business objectives. The typical base pay range for this role is $105,000 to $125,000 per year. Compensation will vary based on experience and geographic work location.

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. Responsibilities Under the direction of a Senior Consultant or Manager, the Consultant II will develop and implement solutions for clients that are either consultative or technical in nature that provide improvements to the client's business processes and information technology. The Consultant will play a key role in our national-based client support with both small- and large-scale implementations. Essential Responsibilities: * Links the client requirements to standard solutions and service offerings with guidance from senior team members. * Oversee smaller segments of work assigned by project managers or other senior team members. * Thoroughly documents work with clear explanations to illustrate understanding of concepts. * Informs project teams of cost, quality and schedule risks related to the scope of their portion of the engagement. * Understand client business and back-office requirements, defining service scope and labor estimates for assignments. * Estimate and manage work assignments within budget, providing support in business development. * Research and recommend new technologies and trends. * Assist clients with back-office compliance and manage client service engagements. * Execute tasks related to client back-office services, advising, training, and assisting client staff. * Perform emergency on-site or remote support as needed. Knowledge, Skills and Abilities Required Qualifications: * Bachelor's Degree or an equivalent combination of education and experience. * 1+ years of work experience in a professional services firm or 3+ years of private industry experience focused on appropriate technical area. * Works toward obtaining additional appropriate certifications. Preferred Qualifications: * Bachelor's Degree in related field. * Training, support or consulting advisory experience. * Experience with compliance or professional standards associated with area of expertise. * Experience implementing Sage Intacct Accounting software or similar mid-market accounting software package. * Experience in the CRE (Construction and Real Estate), NGE (Non-profit, Government, and Education), Healthcare, or Tribal Government and/or Gaming Industries. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 to $89,000, 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.

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. Job Summary: The Manager, Technical Accounting oversees complex accounting matters, ensures strict adherence to U.S. GAAP across the organization, and leads the technical accounting team to support accurate and compliant financial reporting. This role serves as a strategic partner to senior leadership, auditors, and cross-functional stakeholders in navigating accounting complexities, driving policy implementation, and reinforcing a strong internal control environment. Work Location Flexibility: This hybrid position has an opportunity to be 100% remote within the United States. We value flexibility and are committed to supporting a work environment that enables you to thrive, whether on-site or virtually. Responsibilities Primary Responsibilities Technical Accounting Leadership & Guidance Lead the evaluation, interpretation, and implementation of new GAAP accounting standards. Provide authoritative guidance on the financial impact of accounting developments and complex transactions. Review and approve technical memos, position papers, and accounting policies prepared by team members. Advise on acquisition-related accounting treatments, including goodwill, purchase price allocation, and consolidation. Financial Reporting Oversight Oversee the preparation and accuracy of U.S. GAAP-compliant financial statements and disclosures. Ensure timely and accurate monthly, quarterly and annual close processes and preparation of quarterly lender and regulatory reporting. Review and approve complex journal entries and reconciliations prepared by the accounting team. Supervise financial reporting related to acquisitions, including ROI analysis and integration of acquired entities. Complex Transactions Direct the accounting treatment for mergers, acquisitions, divestitures, leases, revenue recognition, partner retirement benefits, and other non-routine transactions. Partner with legal, finance, and executive leadership to ensure appropriate structuring, documentation, and accounting. Merger & Acquisition Integration Lead technical accounting support for M&A due diligence, transaction structuring, and post-merger integration. Align accounting policies, chart of accounts, reporting templates, and disclosure practices across merging entities. Act as the primary technical accounting lead in collaboration with auditors and advisory teams. Internal Controls & Compliance Design, implement, and monitor internal controls over financial reporting to ensure compliance with U.S. GAAP. Coordinate audit processes, resolve technical inquiries, and oversee timely responses to auditor requests. Establish accounting policy frameworks and ensure consistent application across the company. Cross-Functional & Team Leadership Manage, mentor, and develop technical accounting staff while building departmental expertise. Serve as the key advisor to FP&A, tax, treasury, legal, M&A, and other departments on technical accounting matters. Partner with executive leadership to provide strategic accounting insights that impact business decisions. Knowledge, Skills and Abilities Skills & Qualifications CPA certification required. 7+ years of progressive accounting experience, including public accounting and/or technical accounting advisory. Proven leadership and prior management experience in a technical accounting or financial reporting role. Expert knowledge of U.S. GAAP reporting requirements (if applicable). Strong analytical, strategic thinking, communication, and organizational skills. Experience with Workday or other large ERP systems preferred. Demonstrated expertise in mergers, acquisitions, and complex transactions highly valued. Demonstrated ability to drive transformation and streamline processes. Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #LI-HYBRID Additional Details 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 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $130,000, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.