Senior Manager, Consulting
Current- Work with clients to evaluate cost allocation methods to maximize efficiency in accounting for indirect (entity-wide) and direct costs, reduce administrative burden and waste, and improve service and/or program.
- Partner with clients to evaluate and restructure budgeting process to focus on strategic outcomes and projections.
- Manage consulting projects, including assigned team and budgeted resources, to serve and enhance client operations in accordance with regulatory standards and budgetary restraints.
- Assist consulting clients in evaluating and restructuring their financial (accounting) operations process for efficiency improvements while maintaining internal controls in the purchasing, vouchering, payables.
- Assist clients in updating their financial policy and procedures manuals. Write and contribute sample financial policies and procedures to Wipfli's Financial Policies and Procedures Manual Template available to member.
- Present and train on Uniform Guidance (2 CFR 200, federal grant regulations), process improvement, cost allocation, budgeting, reporting, and other financial-related topics at national and closed conferences.
Dec 2020 - Present
