Jobs at Wipfli

The Senior Consultant will lead and deliver Microsoft D365 CRM solutions, manage client projects, and participate in business development activities.

As an Outsourced CFO, provide strategic financial advising to nonprofit clients, ensuring financial reporting quality and overseeing multiple client engagements.

Lead end-to-end NetSuite and ERP project delivery, manage client expectations, schedules, budgets, and teams (analysts, developers, architects), drive consultant accountability, monitor WIP and billing, and proactively manage client relationships and delivery risks to ensure projects meet quality, timeline, and budget goals.

Deliver sales reporting, data preparation, dashboard updates, and analysis to support sales intelligence. Maintain data accuracy across the warehouse and CRM, build Power BI visuals, execute ETL processes, and translate insights for non-technical stakeholders.

Under guidance of senior staff, design, configure, test, deploy, and support Microsoft Dynamics 365/CRM solutions across sales, service and marketing. Gather requirements, produce specifications, assist testing and training, mentor junior consultants, support client communication, and contribute to business development and proposals.

The Senior Engineer - Boomi Architect leads enterprise integration projects, designing solutions using Boomi iPaaS, and mentoring junior engineers while ensuring scalability and quality standards.

Lead client engagements to assess business challenges, define enterprise data and AI strategies, develop roadmaps, guide solution design and delivery, provide technical leadership and mentoring, and support practice growth via presales and thought leadership.

Lead buy- and sell-side Quality of Earnings engagements: analyze financials, assess earnings quality, working capital, and net debt; prepare diligence reports and presentations; manage VDRs; mentor junior staff; support valuation, deal structuring, integration planning, and business development.

Provide controller-level advisory to skilled nursing clients: oversee financial reporting, budgeting, forecasting, KPI/benchmarking analysis, technical accounting support, operational improvement recommendations, and lead and coach client teams to improve financial stability and reporting quality.

Lead transaction advisory engagements by performing financial analysis and modeling, evaluating deal structures and valuations, managing multiple projects, liaising with clients and cross-functional teams, preparing clear reports and presentations, and reviewing junior team members' work to ensure accuracy and high-quality deliverables.

Manage financial analyses, evaluate deal structures, and provide insights for clients while supervising junior members and ensuring quality deliverables.

Partner with skilled nursing and long-term care clients to assess and improve revenue cycle operations—admissions, payer authorization, MDS/PDPM reimbursement, billing, collections, and denials. Lead client engagements, recommend process and system improvements using EHR and billing data, manage project execution, deliver training, and support change management to optimize reimbursement and financial performance.

Lead advisory engagements for manufacturing clients by reviewing financial reporting, analyzing KPIs, providing technical accounting guidance, recommending process improvements, developing budgets/forecasts, and mentoring staff while collaborating with offshore teams to improve service delivery.

The Consultant II will implement solutions for clients, assist with business processes in a consulting capacity, and support project execution under senior supervision.

Manage audit engagements, oversee daily operations, provide guidance on accounting matters, assist clients with compliance, and lead training programs.

Lead and deliver Dynamics 365 Business Central implementations for manufacturing and distribution clients. Drive configurations, integrations, functional and technical design, workshops, training, and ERP deployment using implementation standards. Gather requirements, recommend solutions (ISVs/customizations), develop functional design documents, and support client adoption and ongoing support.

Deliver and configure Microsoft Dynamics 365 Business Central implementations for manufacturing and distribution clients, including complex configurations, development, integrations, requirement gathering, functional and technical design, solution recommendations, data management, and use of ERP implementation standards. Support R&D and client-facing delivery initiatives, ensuring clear communication and project execution.

Manage a team of insurance tax professionals, grow client relationships, perform tax research, and ensure compliance for insurance clients' tax matters.

Own and prioritize the Workday/ERP product backlog, translate business needs into epics and user stories, partner with Finance and business leaders, support Agile delivery and releases, manage integrations and reporting, ensure compliance and security, and drive continuous improvement and adoption across Workday modules.

Responsible for delivering financial reports, budgeting, providing technical accounting assistance, and developing team members in the construction industry.