Accounting Advisory Manager

Overview

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

Responsibilities:

• Review financial reporting packages and work papers for quality, completeness, and timely delivery.
• Prepare and analyze benchmarking data and key performance indicators to support client insights.
• Present completed reporting packages and findings to clients as directed.
• Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
• Provide technical accounting support to clients and their teams on complex issues.
• Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
• Lead and coordinate the efforts of US and offshore engagement team members, ensuring high-quality deliverables, efficient work-flow management, and a consistent client experience.
• Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.

Knowledge, Skills and Abilities

Qualifications:

• Bachelor’s degree in Accounting, Finance, or Business.
• 4-6 years of experience in public or private accounting.
• Experience serving healthcare, behavioral health, nonprofit, or community-based organizations required.
• Understanding of healthcare revenue cycle processes, including claims, gross revenue, contractual adjustments, fee-for-service reimbursement, and per-member-per-month (PMPM)/capitation models.
• Experience with state and federal funding compliance and program reporting.
• 3+ years managing associates and/or teams.
• Proficiency in financial reporting and analysis.
• Ability to effectively communicate and collaborate with cross-functional teams, including revenue cycle, operations, program leadership, and executive leadership.
• Strong relationship-building skills with a client-first mindset.
• Strong planning, prioritization, organizational, and project management skills.
• Excellent written, verbal, and presentation skills.
• Proficiency in accounting software including Sage Intacct, QuickBooks Online, NetSuite, Bill.com, and a demonstrated ability to embrace new technologies.
• Demonstrated ability to influence others, promote collaboration, and develop team members.
• Professional certification (CPA, CMA, or similar) preferred.
• Cost allocation and Single Audit experience preferred.
• Certified Community Behavioral Health Clinic (CCBHC) experience preferred.
• Ability to travel up to 10%.

Additional Details

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 $107,000 to $160,000 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.