Overview
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
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 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%.
Additional Details
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.
