Manager, Project Management - Client Accounting Services

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:
• Develop and implement comprehensive training programs for CAS teams to ensure adherence to project management best practices. • Conduct regular training sessions to enhance project management skills • Provide hands-on and ongoing support and guidance to team members, with a special emphasis on newly onboarded associates and clients. • Act as a project management mentor to CAS teams, offering guidance and advice to support personal and professional growth. • Facilitate regular check-ins and one-on-one meetings to address concerns, provide feedback, and serve as a resource for project management strategies. • Promote a collaborative and inclusive environment that inspires motivation and team cohesion around excellent project management. • Implement robust monitoring systems to track project management performance at overall, team, and individual levels. • Conduct regular evaluations to identify areas for improvement and address issues promptly. • Prepare detailed reports on team performance, presenting findings and recommendations to senior management. • Ensure the delivery of high-quality, timely financial services through hands-on training, mentoring, and proactive monitoring.
Qualifications:
• A degree in Business Administration, Accounting, or Finance, or equivalent. • Certified in Project Management (PMP, ACP, CAPM, CPM) is preferred. • Five+ years of job-related experience in job level project management with special emphasis on experienced around budget, key milestones, project deadlines, and client service outcomes. • Proven track record of effectively training and mentoring teams, preferably within a service-based field. • Strong analytical and problem-solving skills, with a keen attention to detail. • Excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders at various levels. • Proven experience in client relationship management, with a focus on ensuring client satisfaction and maintaining strong client partnerships. • Working knowledge of finance and accounting concepts and terminology. • Proficient in Microsoft suite of tools, with special emphasis on data extraction and analysis. • Ability to work independently and manage multiple priorities in a fast-paced environment. • Experience in adult learning principles and techniques, with a focus on developing and delivering effective training programs, preferred.
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 [email protected]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $130,000 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.