会计咨询经理 - 行为健康行业
Manager, Accounting Advisory - Behavioral Health Industry
简介
在Wipfli，人才至关重要。
在Wipfli，我们的员工是所有事情的核心——我们能够创造卓越影响和非凡成果的催化剂。
我们重视灵活性。我们注重人际关系。我们鼓励每个人走自己的道路。
人才真正重要，他们也能感受到这一点。对于希望有所作为并找到职业归属的人，Wipfli提供一个改变职业生涯的机会。
加入一个致力于支持强化个人和社区健康与福祉的组织的团队。在这个职位上，你将作为行为健康服务提供商的可信赖顾问，帮助他们应对复杂的财务、运营、报销和合规挑战，同时推动他们的使命。这是一个将你的会计和领导经验与直接支持提供关键心理健康、物质使用和基于社区的服务组织的有意义工作相结合的机会。这个职位可以100%远程在美国任何地方工作。
职责
职责：
- 审核财务报告包和工作底稿，确保质量、完整性和及时交付。
- 准备和分析基准数据和关键绩效指标，以支持客户洞察。
- 按照指示向客户提供已完成的报告包和发现结果。
- 协助根据客户合作条款准备预算、预测和现金流模型。
- 为客户提供复杂问题的技术会计支持。
- 通过客户访谈识别运营低效之处，并提出可行的改进建议。
- 领导和协调美国及海外项目团队成员的工作，确保高质量交付、高效的工作流程管理和一致的客户体验。
- 指导和培训员工和高级会计师，就会计和财务报告事项提供指导。
- 知识、技能和能力
- 资格要求：
- 会计、金融或商业专业的学士学位。
- 4-6年公共或私营会计工作经验。
- 必须有为医疗保健、行为健康、非营利或基于社区的组织服务的经验。
- 理解医疗保健收入周期流程，包括索赔、毛收入、合同调整、按服务收费报销以及按人每月（PMPM）/定额模式。
- 具有州和联邦资金合规性及项目报告的经验。
查看英文原文
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.
Join a team dedicated to supporting organizations that strengthen the health and well-being of individuals and communities. In this role, you'll serve as a trusted advisor to behavioral health providers, helping them navigate complex financial, operational, reimbursement, and compliance challenges while advancing their mission. This is an opportunity to combine your accounting and leadership experience with meaningful work that directly supports organizations delivering critical mental health, substance use, and community-based services. This role can be worked 100% remote anywhere in the US.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
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.
Originally posted on Himalayas