This role supports manufacturing clients by delivering high-quality financial reporting, performance insights, and operational recommendations that drive business results. As a CAS Advisory Manager, you will lead client engagements, analyze financial data, and provide guidance on accounting and process improvements. You will also mentor teams and collaborate with both domestic and overseas resources to enhance service delivery and efficiency. This is a highly visible, client-facing role focused on building strong relationships and delivering impactful advisory solutions. This job can be worked remotely anywhere in the US!ResponsibilitiesResponsibilities:- Review financial reporting packages and work papers for quality, completeness, and timely delivery.
- Prepare and analyze benchmarking data and key performance indicators to support client insights.
- Present completed reporting packages and findings to clients as directed.
- Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
- Provide technical accounting support to clients and their teams on complex issues.
- Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
- Lead and coordinate the efforts of US and offshore engagement team members, ensuring high-quality deliverables, efficient workflow management, and a consistent client experience.
- Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.
Knowledge, Skills and AbilitiesQualifications:
• Bachelor's degree in Accounting, Finance, or Business required
• 4-6 years of accounting experience, including exposure to manufacturing environments
• 3+ years of experience leading and developing teams
• Knowledge of manufacturing accounting concepts, including WIP, inventory, job costing, and COGS
• CPA, CMA, or similar certification preferred
• Strong financial reporting and analytical skills
• Proven ability to manage multiple priorities, projects, and client relationships
• Excellent communication and presentation skills
• Experience with accounting/ERP systems (e.g., QuickBooks Online, NetSuite, Fishbowl, Katana) and Microsoft Office
• Ability to influence outcomes, drive process improvements, and develop team members
• Ability to travel up to 10%
Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect!
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