Julie Schilz, MBA

Manager

Julie Schilz leads Wipfli’s Sage Intacct support desk, assisting with both client-facing projects and internal processes. Her professional passion is connecting with clients to refine processes and develop strategic reports that build off the strong foundation of a successful system implementation. Her work includes developing relevant client-facing educational content while also paving the way for more repeatable and effective internal processes. Julie has nearly two decades experience working with various finance, accounting and operating systems (F&OS) providing customer success management, client support, change management and process design. Julie has experience with tribal governments, nonprofits, service, staffing and manufacturing industries.

Professional memberships and activities

• Project Management Institute – Member
• Certified Sage Intacct Implementation Specialist
• Intacct Premier Partner and Intacct President’s Club