Flexible talent that fits your needs
To keep pace with a rapidly changing financial services industry, flexibility is crucial.
Financial services organizations face pressure to grow, adapt to changing regulations and drive profitability in a tight financial environment. And at the highest levels of your organization, this requires specialized knowledge and experience to guide your planning and strategy.
Outsourcing can help your organization eliminate the resource-heavy and intensive hiring, training and onboarding process so that you can focus on priority work. You get flexible leadership and staffing that suits the time frame and level your organization needs, without the burden.
Let Wipfli help you fill staffing gaps in your organization with our outsourcing services.
Why Wipfli?
Wipfli’s outsourcing team applies deep knowledge of best practices and years of experience to help transform your organization.
Our ongoing support keeps you up to date on your process, performance and compliance while uncovering insights you can use for strategic decision-making. And we’re committed to maintaining a close relationship and communicating regularly so that we can better understand and become a part of your organization.
With Wipfli, you can focus on your organizational priorities, knowing that your critical back-office functions are covered by industry specialists.
Our outsourcing services for financial services organizations include:
Finance and accounting
Transform your finance and accounting team with Wipfli. We’re ready to help you with accounting, controller and CFO services that can help you manage and improve your financial performance. For financial institutions, we can also assist with call reporting.
Operations
Wipfli’s outsourced compliance, risk and COO services help you manage critical projects, meet regulations and achieve operational excellence. This also includes our deep experience in enterprise risk management.
Technology
Get experienced support for your digital strategy. From guiding your key initiatives to enhancing your cybersecurity, Wipfli’s outsourced technology services are ready to help you modernize your IT infrastructure.
Human resources
Wipfli can help you overcome staffing challenges with outsourced support for your HR department. Our team can provide you with talent management advisory, payroll and benefits support and CHRO services that are tailored to your organization’s needs.
C-suite
Let Wipfli help you fill key leadership gaps with our C-suite outsourcing. We give you access to effective leadership and strategy that can guide your organization, tailored to the level of support you need.
Our team
Christina Trapp, CPA, MST
Christina Klein Trapp brings over 25 years of leadership experience to our team. She has partnered with businesses of all sizes to realize creative, innovative financial solutions ranging from chief financial officer (CFO) and controller services to tax planning and business advisory solutions.
Anthony DeBenny
Anthony DeBenny is a manager in Wipfli’s outsourced CFO and controller service line. He utilizes his consultative background to work with clients in a range of industries, specializing in financial services and startups in fintech. Anthony works directly with management, venture capital and private equity firms to strategize vision and growth, incorporating best practices and efficiencies. Business advisory has always been more about relationships to Anthony than numbers — he actively listens to gain insight into each client’s specific needs.
Tom Cox
Tom Cox leads Wipfi's leadership development programs. As a partner with 35 years of experience, clients benefit from Tom’s demonstrated ability to develop leaders and teams, cascading plans and accountability throughout organizations.
Robert H. Zondag, CTP
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
Jeff Olejnik
Jeff Olejnik is responsible for the leadership, growth, and development of Wipfli’s cybersecurity services practice. Jeff helps clients manage risk through effective information security, business continuity planning, and program management. He is a seasoned entrepreneur with proven experience in building successful companies in the IT services industry.
Tracy Bush, CRCM
Tracy Bush is a senior manager in Wipfli’s financial institutions practice. She has more than 20 years of financial institution experience, including a strong background in compliance, Bank Secrecy Act (BSA)/Anti-Money Laundering (AML), and operations. This experience has allowed Tracy to develop strong advisory, training and leadership skills. She has designed, implemented, and monitored full-scope, risk-based compliance and BSA programs. Tracy has a deep understanding of the issues facing financial institutions and is able to provide meaningful insight and recommendations.
