Teams at Wipfli

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

Leads financial integration for acquired businesses, including M&A diligence, pre-close planning, financial data and reporting transitions, purchase accounting coordination, synergy tracking, performance management, earn-out analysis, and executive reporting. Partners with Finance, Accounting, IT, Data, Operations, and external advisors to integrate acquisitions, improve processes, and develop repeatable integration methodologies.

Lead end-to-end Procore implementations across project management, financials, analytics, and quality and safety modules. Design client-specific solutions, integrate Procore with Power BI, manage project scope, timelines, and budgets, and provide client training and support. Serve as the Procore subject matter expert during sales pursuits, mentor junior consultants, support business development, and develop innovative technology solutions for construction, real estate, and public sector clients.