CFO, Outsourced Accounting - Nonprofit Industry Clients

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite:

Responsibilities

Responsibilities: - Provides advisory services to clients, through scheduled remote meetings. - Consult clients on interpretation and use of financial statements. - Primary contact and strategic advisor to nonprofit client executive teams and boards. - Research and share knowledge of best practices in processes and procedures, internal controls, and areas of business concern or interest to each client. - Oversee Wipfli teams, ensuring expectations are met across multiple client engagements. - Ensure financial reporting meets quality standards for clients and board of directors. - Oversee audit and 990 reporting, working with auditors to complete requests, including functional expense schedule, net asset schedule, and schedule of federal awards, if applicable. - Provide technical accounting assistance in accordance with GAAP and Uniform Guidance to clients and internal teams.

Knowledge, Skills and Abilities

Qualifications: - Bachelors degree in accounting. - CPA and/or MBA preferred. - Prior or present experience as a CFO for a nonprofit entity. - Federal grant reporting and processing experience required. - Previous experience working in public accounting. - 10+ years of advanced, hands-on full cycle accounting experience including financial statement preparation within the nonprofit industry. - Minimum of 5 years supervisory and leadership experience. - Proven project management experience - Proven ability to build, manage and foster relationships while working effectively within a team. Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her at Christine Villicana LinkedIn to connect! #LI-REMOTE #LI-CV1

Full Time