Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Manager, Financial Reporting - Physician Practice Clients

$97k - $145k

Wipfli LLP

OverviewAt 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.This role can be worked remotely anywhere in the US!ResponsibilitiesResponsibilities: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.Knowledge, Skills and AbilitiesQualifications:Bachelor’s degree in accounting, finance, or business required.4–6 years of experience in public or private accounting3+ years of managing associates and/or teams.Regulatory Compliance: Familiarity with federal and state healthcare regulations affecting financial reporting required.Professional certification (e.g.,MBA, CPA) preferred.Healthcare Revenue Cycle Management: Experience with billing, coding, and collections processes in physician practices.Cost Allocation for Multi-Specialty Practices: Experience in allocating costs and revenues across departments or specialties within a physician group.Understanding of Physician Compensation Models: Knowledge of how physician productivity, incentives, and contractual arrangements impact financial statements.Ability to balance multiple projects simultaneously.Proficiency in accounting software, specifically, Intaact, QuickBooks Online, NetSuite, Bill.com, Microsoft Office Suit and a demonstrated ability to embrace new technologies.Strong interpersonal and relationship‑building skills.Excellent written, verbal and presentation skillsAbility 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-REMOTE #LI-CV1 Additional DetailsAdditional 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 identity, 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 View email address on click.appcast.io values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $145,000, 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.Job SummaryJob ID: 2026-7908Category: Outsourced AccountingRemote: Yes

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Manager, Financial Reporting - Physician Practice Clients in Milwaukee, WI vacancy
  •  ...’s Outsourced Accounting practice is seeking a Senior Manager with strong nonprofit accounting...  ..., build trusted client relationships, and bring...  ...nonprofits strengthen their financial operations. You’ll collaborate...  ...: Review financial reporting packages and work papers... 
    Financial
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Milwaukee, WI
    5 days ago
  • $162k - $190k

     ...Tax Senior Manager, Private Client Services Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience...  ...as other people with complicated tax and financial structures. The Private Client Services... 
    Financial
    Private practice
    Work at office

    BDO

    Milwaukee, WI
    3 days ago
  • $120k - $140k

     ...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience...  ...well as other people with complicated tax and financial structures. The Private Client Services... 
    Financial
    Private practice
    Work at office

    BDO USA

    Milwaukee, WI
    5 days ago
  • $112k - $150k

    Job Summary Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,...  ...other people with complicated tax and financial structures. The Private Client...  ...and life insurance planning. A Tax Manager, Private Client Services is... 
    Financial
    Private practice
    Work at office

    Socket.dev

    Milwaukee, WI
    3 days ago
  • Old National Bank in Milwaukee, WI is seeking a Relationship Banker to build and deepen client relationships by delivering personalized financial guidance and solutions. You will understand client needs and connect them to the bank's full range of products and services.... 
    Financial

    Old National Bank

    Milwaukee, WI
    5 days ago
  •  ...Responsibilities Kforce's client in the Northside of Milwaukee area is looking for a VP of Finance. Summary:Reporting to the Chief Financial Officer, you will serve as a critical member...  ...Accountant (CPA) or Certified Management Accountant (CMA) strongly preferred... 
    Financial
    Hourly pay
    Contract work

    Kforce

    Milwaukee, WI
    2 days ago
  • $110k - $190k

     ...to work directly with clients on meaningful, high-impact...  ...Accounting & SEC Reporting team, you will lead technical...  ...and pre-IPO clients, managing complex transactions...  ...staff.SEC Reporting & Financial ReportingLead the...  ...requirements and reporting best practices.Support IPO readiness,... 
    Financial
    Full time
    Contract work

    Cohen & Company

    Milwaukee, WI
    3 days ago
  • Kforce's client in the Northside of Milwaukee area is looking for a VP of Finance. Summary: Reporting to the Chief Financial Officer, you will serve as a critical member of the global leadership...  ...Accountant (CPA) or Certified Management Accountant (CMA) strongly preferred... 
    Financial
    Milwaukee, WI
    3 days ago
  •  ...Northwestern Mutual is seeking an Registered Client Care Services Representative to deliver personalized service in a registered call...  ...inquiries, processing transactions, and educating clients and Financial Representatives on tools and servicing options. The role emphasizes... 
    Financial

    Northwestern Mutual

    Milwaukee, WI
    4 days ago
  •  ...Wipfli’s accounting advisory practice is seeking a Manager with strong healthcare and...  ...skilled nursing industry clients. In this role, you will...  ...advisory by delivering strategic financial insights, guiding clients...  ...high‑quality financial reporting, and build trusted,... 
    Financial
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Milwaukee, WI
    1 day ago
  • $111.61k - $131.3k

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...advisers. Serves as trusted advisor to clients by continually assessing changing...  ...portfolio accounting and the investment management industry- Excellent verbal and written communication... 
    Financial
    Full time
    Work at office
    Local area
    3 days per week

    US Bank

    Milwaukee, WI
    2 days ago
  •  ...This role supports manufacturing clients by delivering high-quality financial reporting, performance insights, and operational...  ...results. As a CAS Advisory Manager, you will lead client engagements...  ...respective subsidiary entities) practice in an alternative practice structure... 
    Financial
    Temporary work
    Work at office
    Local area
    Remote work
    Overseas
    Flexible hours

    Wipfli

    Milwaukee, WI
    2 days ago
  • $81k - $83k

    * Required field. Our client is an organization in the Milwaukee area looking...  ...account reconciliations, schedules, and financial information outside of the payroll...  ...experience required. Experience independently managing significant portions of the payroll... 
    Financial

    Truity Partners

    Milwaukee, WI
    4 days ago
  •  ...Manager, Client Success As the world works and lives faster, FIS is leading the way. Our fintech...  ...with hands-on execution ensuring best practices are modeled, client relationships are...  ...~ Relevant previous experience in financial technology services ~ Knowledge of financial... 
    Financial

    Fisglobal

    Milwaukee, WI
    5 days ago
  •  ...Responsibilities Kforce has a client in Brookfield, WI that is seeking a Financial Accountant.Responsibilities Financial Accountant...  ...receipts Collaborate with Property Managers to ensure accurate financial reporting As a Financial Accountant, you will monitor... 
    Financial
    Hourly pay
    Contract work
    Work at office

    Kforce

    Brookfield, WI
    5 days ago
  • $110k - $150k

    Our client is an organization in the Greater Milwaukee area looking...  ..., and a passion for driving financial accuracy and process...  ...accurate and timely financial reporting. Lead key aspects of the monthly...  ...Support the preparation of monthly management reports, financial statements... 
    Financial

    Truity Partners

    Milwaukee, WI
    4 days ago
  • Johnson Financial Group is seeking a Wealth Client Specialist to provide comprehensive support to Wealth Advisors and clients, acting as an in-house relationship manager. This entry-to-mid level role offers structured training and growth within Wealth Management. You will... 
    Financial

    Johnson Financial Group

    Milwaukee, WI
    5 days ago
  • $107k - $133.5k

     ...guided by a common purpose to help make financial lives better through the power of every...  ...Responsible Growth and delivering for our clients, teammates, communities and shareholders...  ...Description:This job is responsible for managing a portfolio of clients with duties that... 
    Financial
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Milwaukee, WI
    1 day ago
  • Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,...  ...other people with complicated tax and financial structures. The Private Client...  ...and life insurance planning.A Tax Managing Director, Private Client Services... 
    Financial
    Private practice
    Work at office

    BDO International

    Milwaukee, WI
    1 day ago
  •  ...SVA, we believe in serving people better—helping our employees, clients, and communities thrive. As a Tax Supervisor at our Brookfield,...  ...-solving, finding strategic ways to help clients achieve their financial goals, and staying ahead of industry trends. As a trusted... 
    Financial
    Summer work
    Work at office
    Monday to Friday
    Flexible hours

    SVA Certified Public Accountants, S.C.

    Brookfield, WI
    5 days ago
  • A leading financial services company seeks a Relationship Banker in New Berlin, WI. This role requires at least 1 year of...  ...communication skills, and a passion for creating memorable client experiences. You'll manage client relationships, offer financial solutions, and... 
    Financial
    Full time

    JPMorganChase

    New Berlin, WI
    4 days ago
  • $58k - $65k

     ...Staff Accountant to join our Client Accounting Services (CAS) team...  ...Prepare and review financial statements, ensuring accuracy...  ...quarterly, and annual financial reports Reconcile bank accounts...  ...-starter with the ability to manage multiple tasks and meet deadlines... 
    Financial
    Work at office
    Remote work
    Work from home
    Flexible hours

    gpac

    Milwaukee, WI
    5 days ago
  •  ...accounting and administrative operations, including client billing, payroll processing, reconciliations, expense reporting, accounts receivable, and maintaining organized financial records. Preparing and managing client billing Submitting payroll through ADP Reviewing... 
    Financial
    Permanent employment
    Contract work
    Part time
    Work at office
    Flexible hours

    Synectics Inc

    Milwaukee, WI
    3 days ago
  •  ...leading commercial real estate firms, our client has been experiencing unprecedented...  ...all departmental activities. Manage tracking and reporting for fixed assets and construction-related...  ...schedules. Support year-end financial reviews, audits, and tax documentation... 
    Financial
    Work at office
    Flexible hours

    Bartel Executive Search

    Milwaukee, WI
    5 days ago
  •  ...delivers sophisticated planning, investment management, research, wealth management, and family...  ...solutions, tailoring our advice to meet clients' needs. We are seeking a Client...  .... This addition to our team will be the financial planning lead on client teams for new and... 
    Financial
    Work at office

    FL Putnam Investment Management

    Milwaukee, WI
    3 days ago
  •  ...direction of the Accounting Manager, the Staff Accountant...  .... Preparation of client invoices and...  ...application. Assist with financial statement review. Assist...  ...-out of templates and reports to enhance efficiency...  ...to all employment practices within our organization... 
    Financial
    Apprenticeship
    Work at office
    Local area
    Remote work
    3 days per week

    SPS Health

    Milwaukee, WI
    2 days ago
  • Kforce's client in the Brookfield, WI area is looking for a Finance Director...  ...will oversee all accounting and financial operations for the Company, including month-end close, financial reporting, budgeting, forecasting, cash management, compliance, audit support, and internal... 
    Financial
    Full time
    Brookfield, WI
    10 days ago
  • $110k

     ...Regional Bank Manager – To $110K – Milwaukee, WI – Job # 3584 Who...  ...Our community bank client is seeking to fill a Regional...  ...manager to achieve established financial goals with a strong emphasis...  ...controls, documentation, and reports are completed and submitted in... 
    Financial
    Work at office
    Local area

    Symicor Group

    Milwaukee, WI
    more than 2 months ago
  •  ...enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. Deloitte's purpose is to make an impact that matters for our people, clients, and communities. It... 
    Financial
    Summer work
    Local area

    Deloitte

    Milwaukee, WI
    2 days ago
  • Our client is a growing, team-oriented wealth management firm committed to delivering an exceptional client experience through thoughtful planning and operational...  ...service, or operations within wealth management or financial services Strong organizational skills and... 
    Financial

    Claire Myers Consulting

    Milwaukee, WI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Manager, Financial Reporting - Physician Practice Clients. Be the first to apply!