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Service Manager jobs at Wipfli

- 20 jobs
  • Manager, Construction Industry Services

    Wipfli 4.3company rating

    Service manager job at Wipfli

    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: We are seeking an experienced leader to join our Management Consulting practice with a focus on the firm's construction industry clients. This role is ideal for a strategic thinker with strong problem-solving skills and a proven ability to manage multiple projects simultaneously. The successful candidate will bring deep industry knowledge, exceptional analytical capabilities, and a background in construction accounting, with experience as an Accounting Manager or Controller being a strong plus. This position offers the opportunity to lead complex engagements, deliver actionable insights, and drive operational improvements that create measurable impact for our clients. Responsibilities Key Responsibilities Lead consulting engagements by managing multiple client projects simultaneously, ensuring timely delivery and exceptional results. Apply structured problem-solving and root cause analysis to uncover issues and deliver practical, data-driven solutions. Provide industry insights into construction operations, financial processes, and project management best practices. Conduct financial and operational analyses, assessing accounting systems, job costing, and project controls, and recommend improvements for efficiency and compliance. Facilitate workshops, present findings to senior leadership, and build strong relationships with key stakeholders. Oversee projects by developing plans, managing budgets, and monitoring progress to keep initiatives aligned with client objectives. Identify potential risks and implement mitigation strategies to ensure successful outcomes across engagements. Knowledge, Skills and Abilities Qualifications Bachelor's degree in Business, Accounting, Finance, Construction Management, or related field 5+ years in management consulting or leadership roles within the construction industry. Background in construction accounting (Accounting Manager or Controller experience highly desirable). Strong analytical and critical thinking skills. Ability to manage multiple projects and deadlines. Excellent communication and leadership abilities. Proficiency in project management tools and construction accounting software. 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 $117,000 to $158,000, 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.
    $117k-158k yearly Auto-Apply 8d ago
  • Manager, Construction Industry Services

    Wipfli LLP 4.3company rating

    Service manager job at Wipfli

    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:We are seeking an experienced leader to join our Management Consulting practice with a focus on the firm's construction industry clients. This role is ideal for a strategic thinker with strong problem-solving skills and a proven ability to manage multiple projects simultaneously. The successful candidate will bring deep industry knowledge, exceptional analytical capabilities, and a background in construction accounting, with experience as an Accounting Manager or Controller being a strong plus. This position offers the opportunity to lead complex engagements, deliver actionable insights, and drive operational improvements that create measurable impact for our clients. Responsibilities Key Responsibilities + Lead consulting engagements by managing multiple client projects simultaneously, ensuring timely delivery and exceptional results. + Apply structured problem-solving and root cause analysis to uncover issues and deliver practical, data-driven solutions. + Provide industry insights into construction operations, financial processes, and project management best practices. + Conduct financial and operational analyses, assessing accounting systems, job costing, and project controls, and recommend improvements for efficiency and compliance. + Facilitate workshops, present findings to senior leadership, and build strong relationships with key stakeholders. + Oversee projects by developing plans, managing budgets, and monitoring progress to keep initiatives aligned with client objectives. + Identify potential risks and implement mitigation strategies to ensure successful outcomes across engagements. Knowledge, Skills and Abilities Qualifications + Bachelor's degree in Business, Accounting, Finance, Construction Management, or related field + 5+ years in management consulting or leadership roles within the construction industry. + Background in construction accounting (Accounting Manager or Controller experience highly desirable). + Strong analytical and critical thinking skills. + Ability to manage multiple projects and deadlines. + Excellent communication and leadership abilities. + Proficiency in project management tools and construction accounting software. 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 $117,000 to $158,000, 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. Job LocationsUS Job ID 2025-7530 Category People, Strategy, and Operations Consulting Remote Yes
    $117k-158k yearly 7d ago
  • Transaction Services Senior - Healthcare

    Moss Adams 4.8company rating

    Remote

    Transaction Services Senior - Healthcare (Job Number: 28437) Employee Status: Regular Schedule: Full Time Primary Location: Dallas, TX Other Locations: Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Remote, Tri-Cities, WA, Seattle, WA, Santa Rosa, CA, Albuquerque, NM, Salinas, CA, Kansas City, KS, Salt Lake City, UT, New York, NY, Spokane, WA, Orange County, CA, Eugene, OR, Tacoma, WA, Wenatchee, WA, Medford, OR, Yakima, WA, Stockton, CA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff and SeniorsQualifications:Bachelor's degree with a major in accounting or related field required, CPA preferred Minimum of 2 years of related experience required Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred Healthcare industry experience preferred Must have the ability to analyze complex business and transaction situations Must have the ability to work on multiple engagements simultaneously and learn new business quickly Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment Strong verbal and written communication skills including the ability to effectively present to large or small groups Self-directed professional with strong interpersonal skills and marketing abilities required Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills Ability to travel as needed, approximately 15%Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams. com. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-MD1 Compensation Range: Washington State - $96,000 -$120,000 California State - $102,000 -$135,000 Colorado State - $96,000 -$110,000 New York State - $96,000 -$125,000
    $102k-135k yearly Auto-Apply 13h ago
  • Transaction Services Manager - Healthcare

    Moss Adams 4.8company rating

    Remote

    Transaction Services Manager - Healthcare (Job Number: 28433) Employee Status: Regular Schedule: Full Time Primary Location: Dallas, TX Other Locations: Pasadena, CA, Salt Lake City, UT, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Bellingham, WA, Orange County, CA, Eugene, OR, Denver, CO, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Remote, Seattle, WA, Silicon Valley, CA, Albuquerque, NM, Sacramento, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members,Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff and SeniorsQualifications:Bachelor's degree with a major in accounting or related field required, CPA PreferredMinimum of 4 years of related experience required with at least two years experience supervising and training Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred Healthcare industry experience preferred Must have the ability to analyze complex business and transaction situations Proven experience in managing multiple client engagements simultaneously and learning new business quickly with strong motivation to meet client deadlines and provide excellent client service Strong verbal and written communication skills including the ability to effectively present to large or small groups Self-directed professional with strong interpersonal skills and marketing abilities required Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills Ability to travel as needed, approximately 15% Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams. com. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-MD1 Compensation Range: Washington State - $114,000 -$165,000; California State - $122,000 -$180,000; Colorado State - $114,000 -$160,000; New York State - $114,000 -$170,000;
    $122k-180k yearly Auto-Apply 13h ago
  • Transaction Services Senior Manager - Healthcare

    Moss Adams 4.8company rating

    Remote

    Transaction Services Senior Manager - Healthcare (Job Number: 28438) Employee Status: Regular Schedule: Full Time Primary Location: Dallas, TX Other Locations: Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Remote, Seattle, WA, Albuquerque, NM, Kansas City, KS, Salt Lake City, UT, New York, NY, Spokane, WA, Orange County, CA, Tacoma, WA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff, Seniors and Managers Qualifications:Bachelor's degree with a major in accounting or related field required Minimum of 7 years of related experience required Previous experience in a public accounting firm preferred Healthcare industry experience preferred CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred Proven market facing skills required to develop new business and sustain existing excellent client relationships Minimum of 4 years of supervisory and training experience Proven experience managing multiple client engagements Strong project management and organizational skills Excellent Microsoft Excel skills Strong analytical, presentation and marketing skills required Must be willing and able to travel to client locations up to 50%Excellent interpersonal and verbal & written communication skills Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams. com. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-MD1 Compensation Range: Washington State - $163,000 -$220,000 California State - $175,000 -$240,000 Colorado State - $163,000 -$215,000 New York State - $163,000 -$230, 000
    $175k-240k yearly Auto-Apply 13h ago
  • Engineer II, Service Desk Lead

    Wipfli 4.3company rating

    Service manager job at Wipfli

    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 Role Summary The Service Desk Lead (Engineer II) is a pivotal member of our IT Service Desk team, responsible for managing day-to-day ticket queues, driving continuous improvement, and supporting service desk operations. This role enhances operational efficiency, improves ticket quality, and supports team training and documentation efforts. The Service Desk Lead acts as a mentor, facilitates daily operations, and leads initiatives to improve customer satisfaction and team performance. Responsibilities Oversee daily ticket assignment, queue management, and routing to appropriate teams. Resolve case escalations as needed. Facilitate daily scrum meetings focused on ticket and phone metrics. Develop and maintain best practice guides and training materials (e.g., ticket QRGs, phone call templates, onboarding documentation). Perform tasks in the Continuous Improvement Register and lead Tier 2 meetings. Manage escalation train-backs and ensure documentation is captured. Coordinate field dispatch operations as needed Assist with ticket quality audits and provide technician feedback. Lead problem management and continuous improvement efforts, focusing on response and resolution metrics. Own monthly ticket trending metrics to identify problem areas. Mentor and provide feedback to Service Desk team members. Support the sales process and contribute to research and development efforts for innovative solutions. Knowledge, Skills and Abilities Required Qualifications Bachelor's degree or equivalent combination of education and experience. 3+ years of job-related experience or 3+ years of private industry experience in a relevant technical area. Actively pursuing or holding relevant technical certifications. Preferred: Bachelor's degree in a related field. Experience with ITIL concepts. Certifications in Microsoft 365, Azure, ITIL, Networking Skills & Abilities: Strong planning, prioritization, and organizational skills. Ability to work under pressure and meet deadlines. Adaptability to changing schedules, demands, and priorities. Excellent written, verbal, and presentation skills. Proficiency in Microsoft 365 applications, MS Azure, and networking Initiative, results orientation, and teamwork. Self-awareness, influence, learning agility, and inclusive thinking. Commitment to Wipfli's strategic vision, mission, and values. Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Hybrid #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 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.
    $81k-101k yearly est. Auto-Apply 7d ago
  • Transaction Advisory Services Manager

    Wipfli LLP 4.3company rating

    Service manager job at Wipfli

    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. + 5+ 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 $117,000 to $158,000, 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. Job LocationsUS Job ID 2025-7470 Category Financial Consulting
    $117k-158k yearly 31d ago
  • AI Automation Senior Manager

    Moss Adams 4.8company rating

    Remote

    AI Automation Senior Manager (Job Number: 28508) Employee Status: Regular Schedule: Full Time Primary Location: Dallas, TX Other Locations: Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Remote, Tri-Cities, WA, Seattle, WA, Santa Rosa, CA, Albuquerque, NM, Salinas, CA, Kansas City, KS, Salt Lake City, UT, New York, NY, Spokane, WA, Orange County, CA, Eugene, OR, Tacoma, WA, Wenatchee, WA, Medford, OR, Yakima, WA, Stockton, CA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, Houston, TX Description The Senior Manager - AI & Automation (Assurance & Consulting) leads the design, delivery, and adoption of automation and AI solutions that transform how our firm delivers audit and advisory services. This role places a primary emphasis on Assurance, leveraging deep domain experience in audit, risk, and engagement delivery. The position also supports Consulting initiatives across both Managed Services and traditional consulting practices. The ideal candidate blends assurance expertise with hands-on technical curiosity - someone who can lead a distributed development team while actively experimenting with modern automation and AI tools to drive innovation and measurable business impact. Key Responsibilities· Lead a team of ~6 developers (majority India-based) delivering AI and automation solutions across Assurance and Consulting. · Act as Product Owner / Delivery Lead - manage backlog, plan sprints, ensure quality delivery, and drive adoption. · Translate Assurance and Consulting workflows into clear user stories and functional requirements. · Be hands-on: prototype solutions, test AI and automation tools, and collaborate with developers on proof-of-concepts. · Collaborate with architecture, platform, and data teams to align with firm standards and governance frameworks. · Build and manage relationships with vendors and startups; evaluate solutions, conduct proofs-of-concept, and recommend paths forward. · Present solution roadmaps, vendor recommendations, and outcomes to executive stakeholders. · Partner with service-line leaders to identify, prioritize, and measure ROI for automation and AI opportunities. · Oversee QA, testing, deployment, and documentation to ensure quality and consistency. · Champion adoption through communication, training, and showcasing early wins across the firm. · Stay current on emerging technologies (GenAI, RAG, workflow orchestration, ML, automation frameworks) and translate them into practical use cases. Qualifications· Bachelor's in Accounting, Computer Science, or related field; CPA preferred. · 6-8 years experience in Assurance, Consulting, or Risk within a large accounting or professional services firm. · Exposure to Consulting environments (Managed Services and/or traditional consulting engagements). · CPA preferred. · 3-4 years leading technology projects, ideally with some hands-on involvement in solution design or prototyping. · Proven experience managing distributed and offshore teams (India). · Strong understanding of automation and AI technologies (e. g. , RPA, Python, GenAI frameworks, Databricks, LangChain, Javascript, or workflow tools). · Experienced in leveraging AI based code tools to produce proof of concepts. · Github repository displaying side projects and self-study courses on AI and software development. · Skilled in agile delivery (Scrum Master or Product Owner certification a plus). · Experience evaluating vendors and managing external partnerships. · Excellent executive communication and presentation skills. Moss Adams (now Baker Tilly) is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams (now Baker Tilly) complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams. com. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-AC1 Compensation Range: The compensation range for this role is $141,350 to $267,950 . Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and geographic location.
    $141.4k-268k yearly Auto-Apply 13h ago
  • Sr. Manager, Bankruptcy Claims and Noticing

    Eisneramper 4.8company rating

    Remote

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Senior Manager, Bankruptcy Claims and Noticing for our Legal Administration Services group. In this role, you will be focused on the development and execution of bankruptcy noticing and solicitation plans as both standalone client service projects and in service of our Bankruptcy & Restructuring Group. In addition, you will be responsible for supervising staff to execute client engagements across multiple client projects. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Manages the client engagement team through all phases of a project, from initial development meetings with the client, website and notice design, workflow management, court filings, execution, and final closeout to meet the scope and budget requirements Prepares court documents, including but not limited to affidavits and exhibits necessary for the fulfillment of court appointed role Maintains data integrity of notice lists, involving multiple classes of potential claimants along with necessary parties according to the appropriate legal and industry standards Exhibits excellent client service skills including the identification of opportunities to provide additional services to clients and/or non-clients. Supports business development activities including client relationship development, program-specific positioning activities, teaming arrangements, proposal preparation, presentations, and contract negotiations consistent with established business development processes. Builds and maintains a growth pipeline, gather referrals, and maintain extensive knowledge on the firm's service lines and offerings, as well as market conditions and penetration of services and solutions. Serves as one of the firm's primary contacts with the client and provides timely communication with client leadership as well as the firm's leadership. Strong involvement in client deliverables May be required to occasionally work extended hours, or travel to/work from different firm offices, conferences and events and/or client locations. Basic Qualifications: Bachelor's Degree 5+ years of related bankruptcy noticing and solicitation of claims process experience 2+ years in a management or supervisory role Preferred/Desired Qualifications: Experience working with key bankruptcy stakeholders in the noticing and soliciting of bankruptcy claims, particularly in instances involving numerous unrelated legal claims against the estate of the debtor Juris Doctorate or L.L.M. in Bankruptcy Law preferred Excellent interpersonal, written, and verbal communication skills in business and technical environments and within a diverse group of individuals. Ability to work in a dynamic, fast-paced, innovative, and continuously changing environment. Ability to perform effectively, efficiently and with quality under tight deadlines and manage multiple priorities. Possess a high degree of professionalism including the ability to maintain high levels of confidentiality. Computer literate with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products, specifically Excel, Word, and PowerPoint For Minnesota, Colorado and Illinois, the expected salary range for this position is between $120,000 and $200,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Business Advisory Team: The EisnerAmper Business Advisory Group offers a wide array of services to an even broader range of businesses. Whether it's dealing with bankruptcy and transactional disputes or executive compensation structures and health care management, our team thrives by marrying deep-rooted industry expertise with a culture of always embracing new perspectives and ideas. Our “startup mentality,” backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always test what can take our team and clients to the next level. Whether it's a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers. To us, every sub-sector in our group functions as its own business-so we need to think like entrepreneurs ourselves, often putting on the shoes of our clients. It's this mindset that allows us to grow as professionals and provide innovative solutions tailored to our clients' unique needs. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450+ partners and 5,000 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: *********************************. #LI-CG1 Preferred Location:New York For NYC and California, the expected salary range for this position is between 120000 and 200000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
    $120k-200k yearly Auto-Apply 14d ago
  • Remote Audit Senior Manager (Digital Assets/Crypto/Exchange/Treasury/Blockchain)

    BDO Global 4.8company rating

    Remote

    The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. Additionally, the Assurance Senior Manager is a critical part of the offices / region's Assurance leadership team and will be involved in the direct supervision, problem resolution and delegation stages of the overall audit. Job Duties: Control Environment: * Applies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures * Applies an advanced understanding of objectives and components of the overall control environment and organization, and supervisory controls * Validates and assesses effectiveness of internal control over financial reporting * Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures * Identify and delegates functions of the audit to the auditor in charge as deemed appropriate * Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work * Provide on-the-job-training to the engagement staff during audit field work GAAP: * Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles * Identifies and consults with clients on the impact of new accounting pronouncements * Presents and discusses alternative application of generally accepted accounting principles and arguments for/against such alternatives * Drafts complex financial statements and related footnote disclosures and effectively communicates these to client * Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: * Applies advanced knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles * Reviews SEC filings, including MD&A, financial statements and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed * Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy and compliance with Firm and professional guidelines * Reviews Section 404 internal control audit work to ensure their completeness and compliance with Firm and professional guidelines * Ensures compliance with engagement independence requirements and consults internally as needed GAAS: * Applies advanced knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement * Applies advanced knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work * Provides guidance to others and affirms conclusions made by others * Communicates matters required to be reported to the Audit Committee/Board and those charged with governance * Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: * Applies advanced knowledge and application of BDO standards, policies and technology that guide effective and efficient delivery of quality services and products * Conducts detailed review to assure audit is completed in accordance with assurance manual standards * Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness * Recommends appropriate outcomes to critical issues * Initiates and prepares client acceptance/retention procedures where appropriate * Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines * Executes proper BDO methodology including but not limited to proper archiving procedures * Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: * Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information * Defines methodology to conduct research projects and completes in a timely manner * Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriate research * Prepares memo supporting research/conclusions and consults with others if appropriate * Presents issues to RTD or concurring reviewer effectively and accurately * Other duties as required Supervisory Responsibilities: * Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients * Supervision of managers, associates, and senior associates on all projects * Review work prepared by managers, associates and senior associates and provide review comments * Act as a Career Advisor to associates and senior associates * Schedule and manage workload of associates and senior associates * Provide verbal and written performance feedback to associates and senior associates * Teach/coach managers, seniors, and associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred * Master's degree in Accountancy, preferred Experience: * Seven (7) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required * Prior significant supervisory experience, required * Industry expertise in one or more assurance specialty, preferred License/Certifications: * Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required * If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: * Proficient with the Microsoft Office Suite, preferred * Experience with assurance applications and research tools, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Ability to demonstrate strong leadership skills and be a role model to managers and staff * Advanced GAAP and GAAS knowledge * Sound working knowledge of SEC and PCAOB rules * Possess proven excellent verbal and written communication skills * Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting * Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients * Possess excellent client development/relationship-building skills * Possess excellent decision-making skills * Ability to substantially take charge of entire simple engagement * Ability to resolve complex accounting issues * Ability to be responsible for business development and marketing * Has knowledge of and can promote the use of all BDO client service specialties/offerings, including BDO International and the BDO Alliance * Ability to be responsible for engagement profitability, including billings and collections, and maintaining engagement team focus on productivity and efficiency Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $150,000 - $205,000 Cleveland, Ohio Range: $120,000 - $165,000 Colorado Range: $120,000 - $170,000 Illinois Range: $125,000 - $190,000 Maryland Range: $150,000 - $190,000 Massachusetts Range: $130,000 - $150,000 Minnesota Range: $120,000 - $145,000 New Jersey Range: $130,000 - $190,000 NYC/Long Island/Westchester Range: $145,000 - $190,000 Washington Range: $125,000 - $155,000 Washington DC Range: $160,000 - $190,000
    $160k-190k yearly 58d ago
  • Remote Audit Senior Manager (Digital Assets/Crypto/Exchange/Treasury/Blockchain)

    BDO USA 4.8company rating

    Los Angeles, CA jobs

    The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. Additionally, the Assurance Senior Manager is a critical part of the offices / region's Assurance leadership team and will be involved in the direct supervision, problem resolution and delegation stages of the overall audit. Job Duties: Control Environment: Applies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures Applies an advanced understanding of objectives and components of the overall control environment and organization, and supervisory controls Validates and assesses effectiveness of internal control over financial reporting Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures Identify and delegates functions of the audit to the auditor in charge as deemed appropriate Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work Provide on-the-job-training to the engagement staff during audit field work GAAP: Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles Identifies and consults with clients on the impact of new accounting pronouncements Presents and discusses alternative application of generally accepted accounting principles and arguments for/against such alternatives Drafts complex financial statements and related footnote disclosures and effectively communicates these to client Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: Applies advanced knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles Reviews SEC filings, including MD&A, financial statements and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy and compliance with Firm and professional guidelines Reviews Section 404 internal control audit work to ensure their completeness and compliance with Firm and professional guidelines Ensures compliance with engagement independence requirements and consults internally as needed GAAS: Applies advanced knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement Applies advanced knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work Provides guidance to others and affirms conclusions made by others Communicates matters required to be reported to the Audit Committee/Board and those charged with governance Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: Applies advanced knowledge and application of BDO standards, policies and technology that guide effective and efficient delivery of quality services and products Conducts detailed review to assure audit is completed in accordance with assurance manual standards Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness Recommends appropriate outcomes to critical issues Initiates and prepares client acceptance/retention procedures where appropriate Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines Executes proper BDO methodology including but not limited to proper archiving procedures Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information Defines methodology to conduct research projects and completes in a timely manner Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriate research Prepares memo supporting research/conclusions and consults with others if appropriate Presents issues to RTD or concurring reviewer effectively and accurately Other duties as required Supervisory Responsibilities: Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients Supervision of managers, associates, and senior associates on all projects Review work prepared by managers, associates and senior associates and provide review comments Act as a Career Advisor to associates and senior associates Schedule and manage workload of associates and senior associates Provide verbal and written performance feedback to associates and senior associates Teach/coach managers, seniors, and associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred Master's degree in Accountancy, preferred Experience: Seven (7) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior significant supervisory experience, required Industry expertise in one or more assurance specialty, preferred License/Certifications: Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Ability to demonstrate strong leadership skills and be a role model to managers and staff Advanced GAAP and GAAS knowledge Sound working knowledge of SEC and PCAOB rules Possess proven excellent verbal and written communication skills Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients Possess excellent client development/relationship-building skills Possess excellent decision-making skills Ability to substantially take charge of entire simple engagement Ability to resolve complex accounting issues Ability to be responsible for business development and marketing Has knowledge of and can promote the use of all BDO client service specialties/offerings, including BDO International and the BDO Alliance Ability to be responsible for engagement profitability, including billings and collections, and maintaining engagement team focus on productivity and efficiency Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $150,000 - $205,000 Cleveland, Ohio Range: $120,000 - $165,000 Colorado Range: $120,000 - $170,000 Illinois Range: $125,000 - $190,000 Maryland Range: $150,000 - $190,000 Massachusetts Range: $130,000 - $150,000 Minnesota Range: $120,000 - $145,000 New Jersey Range: $130,000 - $190,000 NYC/Long Island/Westchester Range: $145,000 - $190,000 Washington Range: $125,000 - $155,000 Washington DC Range: $160,000 - $190,000
    $160k-190k yearly Auto-Apply 59d ago
  • Senior Manager - Turnaround and Restructuring, RPM Partners

    Eisneramper 4.8company rating

    Remote

    RPM Partners (************** is seeking a Turnaround and Restructuring Services Senior Manager. The Turnaround and Restructuring Services Senior Manager is responsible for executing, building out, and leading a team of Turnaround and Restructuring Services in Automotive sector related engagements, which may include liquidity & cash management, restructuring advisory, commercial analysis, transaction advisory, financial diligence, and addressing other complex questions and issues under the direction of an Advisory Partner. The Turnaround and Restructuring Services Senior Manager is also expected to participate in marketing and networking for new business, including identifying, pursuing, and developing new business proposals. What it Means to Work for RPM Partners: You will have access to the breadth of resources and capabilities of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Leading and advising on various aspects of the restructuring process including development of strategy, liquidity management, running parallel processes, out-of-court negotiations preparation / bankruptcy preparation, and execution / implementation of strategy. Developing and executing restructuring and turnaround plans to maximize value for all stakeholders. Developing financial models, including integrated P&L, balance sheet, and statement of cash flows, as well as 13-week cash flow forecasts. Ensuring an executive presence and acting as primary contact on assigned engagements, while timely keeping Partners informed of progress. Building and maintaining strong relationships with internal and client personnel. Effectively managing a team of professionals and delegate work assignments as needed. Encouraging team environment on engagements and contributing to the professional development of assigned personnel. Traveling to clients local, regional, and national. Basic Qualifications: Eight (8) or more years of prior experience performing business restructuring, valuations, and/or related consulting services. Five (5) or more years of management experience including experience managing internal / external teams. Bachelor's degree in Accounting, Finance or other relevant field. Preferred/Desired Qualifications: Advanced knowledge of bankruptcy and insolvency process. MBA or other relevant advanced degree preferred. CFA, CIRA and/or CTP designation preferred; CPA, CFE and other relevant certifications beneficial. Prior experience working within a consulting organization Excellent oral and written communication skills, including the ability to review work product developed by others. Willingness to go above and beyond to provide superior work product while meeting engagement deadlines. Proficient in the use of Microsoft Office Suite, specifically Excel and PowerPoint. Superior analytical skills, including ability to identify issues and anomalies. Solid organizational skills, especially ability to meet project deadlines with a focus on details. Ability to successfully multi-task while working independently or within a group environment. Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously. About RPM Partners: RPM Partners is a joint venture partner with Eisner Advisory Group, LLC. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: ********************************* Preferred Location:Boston For NYC and California, the expected salary range for this position is between 120000 and 200000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
    $101k-135k yearly est. Auto-Apply 60d+ ago
  • Senior Manager, Global OPEX Leader, FP&A

    Eisneramper 4.8company rating

    Remote

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. Eisner Advisory Group is seeking a Financial Planning & Analysis (FP&A) leader to take responsibility for overseeing and improving the FP&A OPEX function for the entire company. We are seeking someone who thrives in a rapidly growing environment, with self-initiation and business acumen. The Financial Planning & Analysis (FP&A) organization plays a critical role as a trusted business partner to business units, performing impactful analysis, as well as managing the reporting and planning needs of the business. We produce firm budgets and forecasts (long and short-range), create and analyze business metrics, identify cost savings opportunities, and deliver economic insight into relationships between costs and revenue to improve the financial success of the business. What Work You Will be Responsible For: Expense Management & Forecasting: Lead operational expense forecasting, budgeting, and variance analysis to ensure accuracy and cost optimization. Financial Modeling: Develop and maintain complex financial models to support strategic decision-making and cost control. ERP & EPM Systems: Leverage ERP and EPM tools to enhance financial planning, reporting, and data management. Business Partnering: Collaborate with key stakeholders across departments to provide financial insights and support operational efficiency initiatives. Data Analysis & Automation: Utilize Excel, Power BI, SQL and Python (preferred) to automate reporting, streamline data processes, and enhance financial analysis. Process Improvement: Identify and implement best practices to improve accuracy, efficiency, and effectiveness of FP&A processes. Strategic Support: Provide financial insights and recommendations to senior leadership to drive business performance and cost management. Develop a set of common reports and harmonize the approach to FP&A across the Business Units. Lead the development of, and monitor the annual budget and quarterly forecasts in conjunction with Operation Leaders and ensure they are accurate, comprehensive, and completed in a timely fashion (this includes establishing budget tools, setting timelines and acting as project manager for the operation departments). Prepare monthly reporting package to Operational Leaders which includes comprehensive Key Performance Indicators (KPI's), operational Dashboard reporting, analysis of key business trends, analysis of operating results against budget/prior periods/forecasts, and comprehensive executive level explanations. Lead the monthly function department stewardship calls and prepare the summary files to be discussed during those calls. Present, analyze, and interpret relevant financial data and metrics and partner with business leaders to impact strategic business decisions. Provide financial modeling, financial analysis, and valuation support for a variety of special projects that may include M&A, financing, vendor contracts, pricing, industry research, new business initiatives and other ad-hoc projects. Collaborate with the Accounting team and Controllership team to ensure general ledger accuracy and provide high quality service to functional leaders, partners, and executive committee members. Actively participate in initiatives to enhance current workflows/processes by generating new and efficient ideas and assisting in the upgrade of reporting standards. Demonstrate a positive attitude with the drive for growth and success in both our department and the organization. Basic Qualifications: Experience: 10-15 years of progressive FP&A experience, preferably in a professional services firm and/or some experience in a PE-backed environment. Technical Skills: Expert proficiency in Excel and PowerPoint (advanced formulas, Power Query, VBA preferred) and experience with ERP/EPM systems (SAP, SAC, OracleCloud, Workday Adaptive, OneStream, or similar). Excellent with analyzing large data sets with demonstrated excellence in financial analysis and model building. Financial Acumen: Deep understanding of financial modeling, forecasting, budgeting, and operational expense management. Plus, a strong understanding of interrelationship between and ability to model Income Statement, Balance Sheet and Cash Flows. Problem-Solving: Ability to analyze complex data sets and provide strategic insights. Collaboration: Strong business partnering skills to work cross-functionally with finance and operational teams. Communication: Excellent verbal and written communication skills, with the ability to present financial insights to non-financial stakeholders and manage multiple cross-functional complex projects across a large matrixed organization. Preferred/Desired Qualifications: Data Analytics: Preferred experience with Python, SQL, Alteryx, Power BI, or other data visualization and automation tools. Confident, articulate and able to build rapport and strong relationships. Team player with strong communication skills. Industry Experience: Experience within an FP&A team at a professional services firm is highly desirable. Automation Mindset: Exposure to financial automation and data-driven decision-making methodologies. What it Means to Work for EisnerAmper: At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will join a culture that has received multiple “Top Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions. We understand that embracing our differences is what unites us as a team and strengthens our foundation. Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Finance Team: The EisnerAmper Finance Group's mission is to “be the best” by providing fast and accurate financial data and insights to support business decisions at every level of the firm. By exercising a genuine care for our colleagues and clients, we can be the best partners, innovators and versions of ourselves. Between our strategic curiosity, creative mindsets and deep understanding of every aspect of the business, we examine finances in a different way than your average team. We see success by encouraging, creating and presenting disruptive new ideas that challenge the status quo and seeing them through completion. Whether it's rethinking an old process, implementing automation or creating new models, all EisnerAmper Finance colleagues play a direct role in both the client and firm's growth. Because we function in a cohesive culture that is based on trust and accountability, we can not only identify ways for growth as a department but also as individuals, while earning lasting visibility for our accomplishments. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: ********************************* Preferred Location:New York For NYC and California, the expected salary range for this position is between 120000 and 200000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
    $101k-135k yearly est. Auto-Apply 13d ago
  • Manager, Client Accounting Services-Not for Profit

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Wisconsin jobs

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for an Experienced Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals. This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly. * Oversee and provide exceptional service to clients including accounting and advisory services * Manage production of monthly, quarterly, and financial reports and benchmarking * Provide recommendations for business and process improvements * Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions * Coach, train, and mentor staff on client service, tax, and accounting matters * Oversight and management of current client engagement team * Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows Qualifications * Bachelor's Degree in Accounting required * CPA and/or MBA preferred * Public Accounting experience a plus * Five (5) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred * Experience supporting not for profit clients is required * Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records * Excellent understanding of Generally Accepted Accounting Principles (GAAP) * Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook * Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus #LI-AB1 #LI-Hybrid
    $83k-118k yearly est. Auto-Apply 48d ago
  • Manager, Client Accounting Services-Not for Profit

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI jobs

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for an Experienced Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals. This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly. * Oversee and provide exceptional service to clients including accounting and advisory services * Manage production of monthly, quarterly, and financial reports and benchmarking * Provide recommendations for business and process improvements * Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions * Coach, train, and mentor staff on client service, tax, and accounting matters * Oversight and management of current client engagement team * Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows Qualifications * Bachelor's Degree in Accounting required * CPA and/or MBA preferred * Public Accounting experience a plus * Five (5) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred * Experience supporting not for profit clients is required * Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records * Excellent understanding of Generally Accepted Accounting Principles (GAAP) * Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook * Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus #LI-AB1 #LI-Hybrid
    $83k-119k yearly est. Auto-Apply 48d ago
  • Manager - Turnaround and Restructuring, RPM Partners

    Eisneramper 4.8company rating

    Remote

    RPM Partners (************** is seeking a Turnaround and Restructuring Services Manager. The Turnaround and Restructuring Services Manager is responsible for executing Turnaround and Restructuring Services for Automotive sector related engagements, which may include liquidity & cash management, restructuring advisory, commercial analysis, transaction advisory, financial diligence, and addressing other complex questions and issues under the direction of an Advisory Partner. The Turnaround and Restructuring Services Manager is also expected to participate in marketing and networking for new business, including identifying, pursuing, and developing new business proposals. What it Means to Work for RPM Partners: You will have access to the breadth of resources and capabilities of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Analyzing and advising on various aspects of the restructuring process including liquidity management, financial forecasting, supplier research, out-of-court negotiations preparation / bankruptcy preparation, and execution / implementation of strategy. Executing restructuring and turnaround plans to maximize value for all stakeholders. Developing financial models, including integrated P&L, balance sheet, and statement of cash flows, as well as 13-week cash flow forecasts. Ensuring a professional presence and acting as key frontline contact on assigned workstreams, while keeping Partners informed of progress on a timely basis. Building and maintaining strong relationships with internal and client personnel. Effectively managing work assignments across multiple engagements. Traveling to clients local, regional, and national. Basic Qualifications: Five (5) or more years of prior experience performing business restructuring, valuations, and/or related consulting services. Three (3) or more years of management experience including experience managing internal / external teams. Bachelor's degree in Accounting, Finance or other relevant field. Preferred/Desired Qualifications: Advanced knowledge of bankruptcy and insolvency process preferred. MBA or other relevant advanced degree preferred. CFA, CIRA and/or CTP designation preferred; CPA, CFE and other relevant certifications beneficial. Prior experience working within a consulting organization. Excellent oral and written communication skills, including the ability to review work product developed by others. Willingness to go above and beyond to provide superior work product while meeting engagement deadlines. Proficient in the use of Microsoft Office Suite, specifically Excel and PowerPoint. Superior analytical skills, including ability to identify issues and anomalies. Solid organizational skills, especially ability to meet project deadlines with a focus on details. Ability to successfully multi-task while working independently or within a group environment. Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously. About RPM Partners: RPM Partners is a joint venture partner with Eisner Advisory Group, LLC. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: ********************************* Preferred Location:Boston For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
    $90k-121k yearly est. Auto-Apply 8d ago
  • Senior Manager, Client Accounting Services- Small Business

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI jobs

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: It's an exciting time to join Baker Tilly! We are looking for a Senior Manager to join and oversee our Client Accounting Services (CAS) practice. This role will manage all phases of engagement planning and administration for large, complex engagements as well as concurrent engagements. This includes assisting in the effective management of the engagement's staff. Extensive knowledge and application of a specific professional field in an area such as finance, information technology, operations management, supply chain management, employee benefits, public-sector utilities, etc., is required to perform this job. The work is performed within a complex professional field in which information is often not readily available, requiring the highest-level of understanding of a specific professional field. Independent judgment and discretion are required and the work is complex and varied. Serve the Client - understand and exceed our client's needs both internal and external. Plan and manage multiple large projects, programs and engagements independently and autonomously. Identify project risks and develop appropriate mitigation plans. Effectively leverage the roles of engagement Partner/Principal, quality management and subject matter resources in planning, executing, and managing project/engagement activities. Effectively manage the overall financial health of the project. Lead the project / engagement staffing process based on client needs, staff development, availability, and skill requirements. Where appropriate, engage "hands-on" in the development of deliverables and other work packages. Review deliverables with project team members and provide constructive feedback.Lead strategic client communication needs (i.e., steering committee). Coach team on communication expectations for each project and client. Engage clients in difficult conversations when required, appropriately challenging client/sponsor thinking to achieve best solution and manage risk. Act as a trusted advisor to senior executives in client organizations. Introduce change management to clients as part of a complex project, working with the client to build sponsorship of change efforts. Identify unique change needs and work collaboratively to manage change and ensure alignment with engagement and client needs. Develop comprehensive and/ or complex communication plans adapted to each project and client. Grow the Business - contribute to our practice relationships and growth by understanding the market and business impact. Lead by example in demonstrating a client focus, sense of urgency related to sales, business development, and growth. Actively promote a growth and sales orientation to the team. Regularly engage clients in business based conversations to understand needs, challenges, and opportunities. Proactively shape sales efforts leveraging the insights gained through sales research and POV development. Work collaboratively in the sales process to bring best thinking and expertise to each client opportunity. Actively manage personal and/or team based pipelines, applying forecasting, pipeline and opportunity management. Lead business development activities on behalf of team and/or market/service offerings. Adapt mix of business development activities based on needs of team, market/service offering and assets to work with (referral sources, personal network, marketing, etc.).Develop appropriate internal relationships with Firm Partners, Business Developers, Senior Leaders to promote internal referral opportunities and collaboration. Continually enhances and nurtures professional network based on the needs of team and market/service offerings. Lead the creation of strategic, winning proposal approaches, solutions, staffing and pricing. Customizes proposal responses to fit unique client and project situations. Work with Principals, Partners, and Team Leader to establish strategic pricing and investment approaches for each project and client opportunity. Work with team and/or channel, referral source leadership to define program and plan specific to a market/service offering area or team. Work with channel, referral source counterparts to orchestrate co-selling and co-marketing activities. Evaluate progress and effectiveness of channel, referral source activities and adjusts accordingly. Work with team and/or leader to adjust channel referral strategies and plans based on changes to the channel or source (reorganizations, new personnel, new product additions, strategic changes, etc.). Work with team marketing and leadership to establish overall marketing plan specific to the needs of the team or market/service offering area. Participate in marketing campaigns for your respective market/service offering area (working with Marketing). Evaluate the effectiveness of marketing activities and adjusts marketing mix and spend accordingly. Work with client Relationship Manager (RM) to foster the client relationship and develop growth plans adapted from standard SAM toolkit. Drive sales, growth, relationship management activities within select clients. Lead execution and management of SAM creation process and monitoring of SAM activities. Run the Business - contribute to daily operations and management of a predictable and profitable business. Manage all business drivers in a professional services organization in order to operate efficiently and effectively: sales, labor, utilization/capacity, strategic pricing, expense management, CPE, and innovation investment. Review and/or manage client and project billing process for each engagement on a timely basis. Actively manage financials, WIP, AR, planned vs. unplanned write downs, and team expenses and takes ownership of the related processes. Accountable for project inspection preparation activities as appropriate, and facilitate lessons learned discussions. Ensure that deliverables meet quality standards. Ensure that individual / team work is in compliance Develop our People - prioritize talent development, effectively develop your capabilities and those of others. Lead by example in all core values: Collaboration, Integrity, Passion, and Stewardship. Use upward and 360 degree feedback to continue to develop management and leadership skills. Create a learning and teaching environment. Provide timely, constructive feedback to junior staff members. Develop broader talent strategy and management plans for teams and/or market/service offering. Participate in the development and execution of recruiting strategies, take full ownership and consistently make sound recruiting decisions. Develop compelling recruiting profiles for attracting new and experienced hire candidates. Execute our Strategy - deliver on the vision, values, strategies and goals of the business. Interpret overall Firm & Practice vision and strategy and align to a team and/or market/service offering strategy. Clearly communicate the strategies effectively and execute/adapt strategies, as needed. Lead input activities to business planning process. Participate and contribute to Firm business planning process via our group's required contributions. Lead and drive progress on initiatives with strategic guidance from Partners/Principals. Leverage Firm and team's market/service offerings, capabilities, and industry expertise to address existing or new client challenges. Interpret market/service Specialized / Technical - develop and apply knowledge unique to a team, market/service offering or client services focus area. Subject matter expert in specialized area. Consistently apply specialized knowledge in the evolution and advancement of our market/service offerings and identification of potential new market/service offerings. Maintain the highest level of technical competence in the specific technical knowledge competencies / skills for the team. Qualifications * Bachelor's degree in a specialized field required. Master's degree preferred. * Minimum of ten (10) years of related experience; previous related industry and consulting experience highly preferred; a minimum of five (5) years of supervisory responsibilities highly preferred. * Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required. * Strong technical accounting experience or past audit experience a plus * GAAP knowledge * Experience in Sage Intacct * Experience in QuickBooks, BILL, Ramp, NetSuite and/or Expensify a plus * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. * Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third party vendors * Superior ability and proven effective oral, written, and interpersonal skills computer software skills appropriate to the specific field * Flexibility to travel to client site as needed and work outside of normal business hours due to client demands
    $111k-143k yearly est. Auto-Apply 22d ago
  • Senior Manager, Skilled Nursing Reimbursement

    Wipfli 4.3company rating

    Service manager job at Wipfli

    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 Partner leading the Provider Compliance and Reimbursement (healthcare cost reporting) area, the Senior Manager, Senior Living is a skilled nursing facility cost reporting subject matter expert who is accountable for growth of and leading service delivery teams, managing various associates across healthcare teams, engagements and client relationships, in accordance with firm policies and procedures. The primary objective for a Senior Manager is to build leadership, leverage, and a legacy for the Firm. As a technical leader, the individual should work to be a subject matter expert for skilled nursing cost reporting, both internally and externally. Responsibilities Essential Responsibilities: Manages assigned clients and engagements by provide proactive client management and planning along with leadership and accountability for engagements. This includes managing engagements to ensure delivery of services on time and within budget. Ensures high quality of delivery and satisfied client. Obtains service extensions with client. Supports business development efforts by participating in sales pursuits and proposal and engagement letter development. Develops strategy, growth, and service plans for subject areas. Accountable for execution of growth and delivery plans. Awareness, whitepapers and presentations to the external market. Supports practice leadership at all levels in coordinating education and re-education needs for cost reporting staff during training engagements. Oversees change management processes to include mapping out of provider compliance and reimbursement best practice workflow updates. Maintains awareness of reimbursement trends and facilitates related responses. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in appropriate emphasis area for the role such as Accounting, Finance, Healthcare Management, Operations Management, or Business Administration. 10+ years' experience in a professional services firm or 8+ years of private industry experience in senior living reimbursement plus 3+ years in professional services. Provider compliance and reimbursement experience including knowledge in pre-authorization, pre-admission processes, denials management, claims adjudication, etc. Provider compliance and reimbursement business process optimization experience including knowledge of edits, denials, holds, reimbursement, etc. Senior living cost reporting data analysis knowledge of key performance indicators for reimbursement and national benchmarks Experience in California and at least one of the following states: Wisconsin, Minnesota, Illinois, Colorado, Arizona, Texas, Missouri, or Florida. Deep knowledge of skilled nursing facility cost reporting processes Training, support or consulting advisory experience preferred. Experience with compliance or professional standards associated with area of expertise desired. 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 $142,000 to $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.
    $142k-191k yearly Auto-Apply 43d ago
  • Senior Manager, Digital Learning

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Wisconsin jobs

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Senior Manager, Digital Learning leads the digital strategy for Learning & Development by designing scalable, personalized, and performance-driven learning experiences. This role oversees the learning tech stack, optimizes investments, and manages vendor partnerships to ensure efficiency and alignment with business goals. It directs the digital team's intake and project priorities, connecting learning solutions with technology opportunities for seamless integration, driving continuous improvement and measurable impact. The senior manager partners across teams to curate experiential and formal learning opportunities that enhance on-the-job performance. They also lead change management efforts and promote the adoption of innovative learning technologies. With a strategic focus on AI learning, skills development, and digital enablement, this role is pivotal in fostering a culture of growth and continuous learning. Responsibilities * Serve as a strategic learning advisor, assessing requests and recommending digital solutions aligned with business needs, strategy, and budget. * Lead the design, development, and governance of digital learning programs, including self-study content, vendor partnerships, and CPE compliance. * Collaborate across functional teams and stakeholders to deliver impactful, technology-enabled learning experiences and support roadmap development. * Oversee the learning technology ecosystem, including design tools, content libraries, and multimedia content creation. * Stay ahead of industry trends and apply best practices in adult learning, design, and digital enablement to elevate learning strategy. * Manage a team of learning technology specialists, providing coaching, direction, and performance optimization. * Drive strategic initiatives including AI learning strategy, vendor optimization, data insights, and integration of design and technology across learning projects. Qualifications * Bachelor's degree or equivalent experience required * Minimum 7 years of experience in a senior learning, enablement, or consulting role within a professional services or corporate environment. * Proven success in leading digital learning initiatives, managing learning ecosystems, and integrating technology to drive performance improvement. * Demonstrated expertise in learning design, needs assessment, curriculum development, eLearning creation, and adult learning theory. * Strong project and program management skills, with the ability to lead multiple initiatives and serve as a primary project lead. * Experience managing learning platforms, content governance, analytics, and compliance requirements (e.g., CPE). * Skilled in vendor sourcing, contract management, and budget planning for learning technology investments. * Exceptional communication and consultative skills, with the ability to engage senior-level stakeholders and tailor messaging to diverse audiences. * High proficiency in Microsoft Office Suite and familiarity with tools such as Articulate and Workday. * Ability to work independently in a fast-paced environment, manage non-traditional schedules, and travel as needed. Key skills * Leadership & Team Development: Ability to motivate and lead cross-functional and global teams. * Learning Technology Expertise: Deep knowledge of tools and platforms across the learning lifecycle, including Articulate and Workday LMS. * Strategic Project Management: Skilled in managing complex learning initiatives from planning to execution. * Stakeholder Engagement: Strong communication and collaboration skills with diverse internal and external partners. * Vendor & Budget Management: Experience in sourcing, negotiating, and managing vendors, with fiscal responsibility and budget planning. * Learning Design & Enablement: Proficient in eLearning development, AI-enabled learning, and skills strategy. * Innovation & Execution Balance: Forward-thinking mindset with the ability to align strategy with hands-on implementation. The compensation range for this role is $137,340 to $260,380. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, ,qualifications, and geographic location.
    $137.3k-260.4k yearly Auto-Apply 24d ago
  • Senior Manager, Skilled Nursing Reimbursement

    Wipfli LLP 4.3company rating

    Service manager job at Wipfli

    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 Partner leading the Provider Compliance and Reimbursement (healthcare cost reporting) area, the Senior Manager, Senior Living is a skilled nursing facility cost reporting subject matter expert who is accountable for growth of and leading service delivery teams, managing various associates across healthcare teams, engagements and client relationships, in accordance with firm policies and procedures. The primary objective for a Senior Manager is to build leadership, leverage, and a legacy for the Firm. As a technical leader, the individual should work to be a subject matter expert for skilled nursing cost reporting, both internally and externally. Responsibilities Essential Responsibilities: + Manages assigned clients and engagements by provide proactive client management and planning along with leadership and accountability for engagements. This includes managing engagements to ensure delivery of services on time and within budget. + Ensures high quality of delivery and satisfied client. + Obtains service extensions with client. + Supports business development efforts by participating in sales pursuits and proposal and engagement letter development. + Develops strategy, growth, and service plans for subject areas. + Accountable for execution of growth and delivery plans. + Awareness, whitepapers and presentations to the external market. + Supports practice leadership at all levels in coordinating education and re-education needs for cost reporting staff during training engagements. + Oversees change management processes to include mapping out of provider compliance and reimbursement best practice workflow updates. + Maintains awareness of reimbursement trends and facilitates related responses. Knowledge, Skills and Abilities Required Qualifications: + Bachelor's degree in appropriate emphasis area for the role such as Accounting, Finance, Healthcare Management, Operations Management, or Business Administration. + 10+ years' experience in a professional services firm or 8+ years of private industry experience in senior living reimbursement plus 3+ years in professional services. + Provider compliance and reimbursement experience including knowledge in pre-authorization, pre-admission processes, denials management, claims adjudication, etc. + Provider compliance and reimbursement business process optimization experience including knowledge of edits, denials, holds, reimbursement, etc. + Senior living cost reporting data analysis knowledge of key performance indicators for reimbursement and national benchmarks + Experience in California and at least one of the following states: Wisconsin, Minnesota, Illinois, Colorado, Arizona, Texas, Missouri, or Florida. + Deep knowledge of skilled nursing facility cost reporting processes + Training, support or consulting advisory experience preferred. + Experience with compliance or professional standards associated with area of expertise desired. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his Li nked In (************************************* 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 $142,000 to $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. Job LocationsUS Job ID 2025-7370 Category Healthcare Consulting Remote Yes
    $142k-191k yearly 43d ago

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