Manager, Accounting Advisory - Behavioral Health Industry

Wipfli Advisory LLC•Wauwatosa, WI
•Remote

About The Position

Wipfli is hiring a Manager, Accounting Advisory to serve behavioral health organizations as a client-facing advisor. The role develops trusted relationships with behavioral health providers and advises them on financial, operational, reimbursement, and compliance matters. It is fully remote from anywhere in the United States and involves significant interaction with clients and their leadership teams. The manager coordinates U.S. and offshore engagement team members and coaches staff and senior accountants. Travel of up to 10% may be required.

Requirements

  • Bachelor’s degree in Accounting, Finance, or Business.
  • 4–6 years of public or private accounting experience serving the healthcare industry.
  • Understanding of healthcare revenue cycle processes.
  • At least 3 years managing associates and/or teams.
  • Proficiency in financial reporting and analysis.
  • Ability to communicate and collaborate effectively with cross-functional teams, including revenue cycle, operations, program leadership, and executive leadership.
  • Strong relationship-building skills and 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, and Bill.com, and demonstrated ability to embrace new technologies.
  • Ability to influence others, promote collaboration, and develop team members.
  • Ability to travel up to 10%.

Nice To Haves

  • Experience with claims, gross revenue, contractual adjustments, fee-for-service reimbursement, and per-member-per-month (PMPM)/capitation models.
  • Professional certification such as CPA, CMA, or similar.
  • Certified Community Behavioral Health Clinic (CCBHC) experience.

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 with preparing budgets, forecasts, and cash flow models in accordance with client engagement terms.
  • Provide clients and their teams with technical accounting support on complex issues.
  • Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
  • Lead and coordinate U.S. and offshore engagement team members, ensuring high-quality deliverables, efficient workflow management, and a consistent client experience.
  • Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.

Benefits

  • Eight health plan options, including HMO and PPO plans.
  • Dental and vision coverage.
  • Health Savings Account (HSA) enrollment with potential firm contribution.
  • Employee Assistance Program.
  • Firm-sponsored basic life insurance and short- and long-term disability coverage.
  • 401(k) savings plan and profit sharing, with firm matching contribution.
  • Well-being incentive.
  • Education and certification assistance.
  • Flexible time off.
  • Family care leave.
  • Parental leave.
  • Family formation benefits.
  • Cell phone reimbursement.
  • Travel rewards.
  • Voluntary critical illness and accident insurance, hospital indemnity insurance, legal benefits, long-term care insurance, pet insurance, identity theft protection, and supplemental life/AD&D coverage. Benefit eligibility depends on annual hours expectation, position status/level, and location.
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