Companies Wipfli

Wipfli

Oakland, CA

3,000 Total Employees

Year Founded: 1930

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Cybersecurity + IT 4 Data + Analytics 1 Finance 32 HR + Recruiting 1 Internships 15 Marketing 1 Operations 12

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COMPANY CULTURE

Wipfli pairs the strengths of nearly 90 years of consulting experience with a forward-thinking approach to technology. The firm’s commitment to client impact — to using digital technologies to turn confusion into clarity for its clientele — is matched by its commitment to empowering associates and creating a diverse, inclusive creative culture and workplace. “We have an insatiable curiosity and a seemingly endless thirst for exploring what’s possible, which is fueled by a collective drive and sense of intrepidness,” Zac Charnecki, senior manager, innovation and transformation said. “I don’t think we’d have it any other way.”

At a glance

FAMILY BENEFITS

Including fertility, surrogacy, adoption coverage and gender

CHARITABLE CONTRIBUTIONS

The Wipfli Foundation matches associates’ donations to selec

ENABLING EDUCATION

Wipfli covers more than $1 million in tuition each year for

ASSOCIATE-LED DEI GROUPS

Including Women of Wipfli, Pride, Valor (military) and Emb(r

Featured employees

A CULTURE OF INNOVATION

Encouraging an impactful and creative culture

“We are a firm of entrepreneurs. And let’s face it, people work to be compensated,” said Charnecki. Once associates’ needs are met with pay and benefits, though, “things shift dramatically to a desire for career satisfaction and work engagement.” The company helps encourage those aspirations to engage, learn, grow and create through Wipfli’s formal innovation pipeline; its center for empowerment; and programs like performance coaching, the company’s knowledge base, learning center and a new work alignment platform, which will provide performance metrics to Wipfli associates.

Zac Charnecki

Partner

“Our leadership team encourages aiming high and stretching ourselves through a lot of training and experience opportunities.”

CULTIVATING COMMUNITY

Impacting the office, giving back to the community

Lumi Paulson

Consultant, Human Capital Management; Wipfli Pride Communications Chair

As Wipfli Pride Business Resource Group’s communications chair, Paulson works to communicate and educate throughout the firm to advance a more inclusive culture. Wipfli Pride recently introduced pronoun and inclusive language training, as part of a larger program, which has graduated 10 trainers equipped to strengthen associates’ understanding of gender inclusivity. Additionally, Wipfli Pride has partnered with Wipfli’s charitable trust, the Wipfli Foundation, to support organizations like GLAAD, PFLAG, GLSEN, The Trevor Project and National Center for Transgender Equality.

“Wipfli is very open to seeing all perspectives, to growth and to striving to be a great place to work.”

CARING COWORKERS

A culture that values community

If Alex Yeh had to distill Wipfli’s culture into one word, it would be “nurturing.” In his role, his overarching responsibilities are to maximize the value his team delivers to clients and to support his colleagues as they solve myriad challenges. That feeling of support goes both ways, too. “People are not only willing to help out — they are willing to help you grow,” Yeh said. “I’m invested in my team members’ success and can confidently say they are invested in mine.” With ongoing projects in the works with Wipfli’s design team, Yeh has no hesitation that the camaraderie will continue.

Alex Yeh

Product Owner

“There is genuine caring and camaraderie between the members of my teams and it’s evident in my daily interactions with everyone. There is a sense of community and trust that makes it easy for me to feel like I belong.”

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Wipfli

Financial Services Outsourced Controller, Client Advisory Services

2 Days Ago

San Francisco

Remote

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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services

The Outsourced Financial Services Controller at Wipfli provides general advisory services to clients, serves as the direct point of contact for client engagements, partners with CFOs and finance directors, and manages the monthly financial statement close process. The role requires advanced accounting experience, proficiency in technical accounting, and strong relationship-building skills.

Wipfli

Consultant II

2 Days Ago

San Francisco

Remote

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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services

The Consultant II at Wipfli focuses on developing and implementing consultative or technical solutions for clients in the healthcare industry. Responsibilities include advising on Wipfli EMRConnect application, translating client requirements, maintaining understanding of EHR/EMR vendor marketplace, and mentoring Consultant I's. Requires 1+ year of professional services experience and 2+ years in healthcare data integration.

Wipfli

Cost Reporting And Reimbursement Consultant

2 Days Ago

San Francisco

Remote

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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services

Prepare Medicare/Medicaid cost reports and payment reconciliations, collect data efficiently, assist clients with rate-setting and audits, maintain client relationships, collaborate with team, manage multiple projects, minimal overnight travel required.

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