Wipfli Logo

Wipfli

Manager, Accounting Advisory - Behavioral Health Industry

Reposted 2 Hours Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in Milwaukee, WI
Mid level
Remote or Hybrid
Hiring Remotely in Milwaukee, WI
Mid level
Serve as a trusted advisor to behavioral health providers by reviewing financial reporting, preparing budgets/forecasts, analyzing KPIs and benchmarking, providing technical accounting support, identifying operational improvements, leading US and offshore engagement teams, and coaching staff to deliver high-quality, compliant financial services.
The summary above was generated by AI
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.
Join a team dedicated to supporting organizations that strengthen the health and well-being of individuals and communities. As a key client-facing advisor, you'll work closely with behavioral health providers, developing trusted relationships and serving as a strategic resource on financial, operational, reimbursement, and compliance matters. This highly consultative role offers significant interaction with clients and leadership teams, allowing you to make a direct impact on organizations delivering essential mental health, substance use, and community-based services.
This role can be worked 100% remotely from anywhere in the U.S.
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.
Qualifications:
• Bachelor's degree in Accounting, Finance, or Business.• 4-6 years of experience in public or private accounting serving the healthcare industry.• Understanding of healthcare revenue cycle processes required.• Claims, gross revenue, contractual adjustments, fee-for-service reimbursement, and per-member-per-month (PMPM)/capitation models preferred.• 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.• Certified Community Behavioral Health Clinic (CCBHC) experience preferred.• Ability to travel up to 10%.
Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect!
#LI-CV1
#LI-HYBRID
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" 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.
As required by the Transparency in Coverage Rule, Wipfli is providing access to machine-readable files that disclose certain pricing arrangements with healthcare providers under Wipfli's AmeriBen and Kaiser medical plans.
If you believe you have been wrongly billed, you may contact U.S. Department of Health and Human Services beginning January 1, 2022 at 1-800-985-3059. Visit https://www.cms.gov/nosurprises for more information about your rights under federal law. For AmeriBen specific resources, please visit: AmeriBen Surprise Billing Notice.

Similar Jobs at Wipfli

An Hour Ago
Remote or Hybrid
Expert/Leader
Expert/Leader
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Senior Tax Manager will lead complex real estate tax engagements, mentor team members, manage client relationships, and enhance business growth through strategic advisory services.
Top Skills: Tax Technology Tools
2 Hours Ago
Remote or Hybrid
Senior level
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manages tax compliance and advisory services for manufacturing and retail distribution clients. Reviews federal and multistate partnership returns, researches technical tax matters, leads client relationships, supports business development, and coordinates multidisciplinary account teams. Responsibilities also include reviewing tax provisions and related schedules, communicating with clients, and training and mentoring staff. Requires a CPA, accounting or tax experience, industry expertise, and at least five years of related experience.
Top Skills: CpaDepreciation SchedulesFederal Tax ComplianceMulti-State Tax CompliancePartnership TaxationProperty Tax ReturnsTax Provisions
2 Hours Ago
Remote or Hybrid
United States
107K-144K Annually
Senior level
107K-144K Annually
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage the insurance tax team, assist in client relationships and business development, oversee tax compliance, and support tax strategies.
Top Skills: AccountingInsurance TaxTax Compliance

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account