Manager, Financial Reporting - Physician Practice Clients
About The Position
Wipfli is hiring a Manager, Financial Reporting to support physician practice clients. The role involves reviewing and delivering financial reports and KPIs, helping clients with budgeting, forecasting, and cash flow modeling, and providing technical accounting support to clients and internal engagement teams. The manager also develops and coaches staff and senior accountants, collaborates with advisory teams and external partners, and identifies opportunities to transition clients to higher-value services. The position supports new-client onboarding, including system setup and process documentation; monitors team KPIs and implements process improvements; and helps integrate new technology platforms and train team members on system enhancements. The role may require travel up to 10%.
Requirements
- Bachelor’s degree in accounting, finance, or business.
- 4–6 years of experience in public or private accounting.
- 3+ years of managing associates and/or teams.
- Familiarity with federal and state healthcare regulations affecting financial reporting.
- Experience with healthcare revenue cycle management, including billing, coding, and collections processes in physician practices.
- Experience allocating costs and revenues across departments or specialties within a physician group.
- Knowledge of how physician productivity, incentives, and contractual arrangements affect financial statements.
- Ability to balance multiple projects simultaneously.
- Proficiency with accounting software, specifically Intacct, QuickBooks Online, NetSuite, and Bill.com, and Microsoft Office Suite; demonstrated ability to embrace new technologies.
- Strong interpersonal and relationship-building skills.
- Excellent written, verbal, and presentation skills.
- Ability to travel up to 10%.
Nice To Haves
- Professional certification, such as an MBA or CPA.
Responsibilities
- 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.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental coverage.
- Vision coverage.
- Opportunity to enroll in an HSA with potential Firm contribution.
- Employee Assistance Program.
- Firm-sponsored basic life insurance.
- Short- and long-term disability coverage.
- 401(k) savings plan and profit share, 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.
- Supplemental life and AD&D insurance.
- Potential eligibility for an annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
