[Hiring] Manager, Financial Reporting @Wipfli Advisory LLC

Role Description

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, focus on relationships, and encourage each individual to follow their own path. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

• Review and deliver financial reports and KPIs.
• Assist with budgeting, forecasting, and cash flow modeling.
• Provide technical accounting assistance to clients and internal engagement teams.
• Develop and coach staff and senior accountants.
• Collaborate with advisory teams and external partners.
• Identify opportunities to transition clients to higher-value services in collaboration with advisory teams.
• Assist with onboarding new clients, including system setup and process documentation.
• Monitor team KPIs and implement process improvements.
• Support the integration of new technology platforms and train team members on system enhancements.

Qualifications

• Bachelor’s degree in accounting, finance, or business required.
• 4–6 years of experience in public or private accounting.
• 3+ years of managing associates and/or teams.
• Regulatory Compliance: Familiarity with federal and state healthcare regulations affecting financial reporting required.
• Professional certification (e.g., MBA, CPA) preferred.
• Healthcare Revenue Cycle Management: Experience with billing, coding, and collections processes in physician practices.
• Cost Allocation for Multi-Specialty Practices: Experience in allocating costs and revenues across departments or specialties within a physician group.
• Understanding of Physician Compensation Models: Knowledge of how physician productivity, incentives, and contractual arrangements impact financial statements.
• Ability to balance multiple projects simultaneously.
• Proficiency in accounting software, specifically, Intaact, QuickBooks Online, NetSuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies.
• Strong interpersonal and relationship-building skills.
• Excellent written, verbal and presentation skills.
• Ability to travel up to 10%.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 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.
• 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.

Company Description

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 identity, 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 $97,000 to $145,000, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. 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.