Manager, Financial Reporting - Physician Practice Clients
$46.63 - $69.71 per hourWipfli 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 job-api.jobget.com 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
$97k - $145k
...ResponsibilitiesResponsibilities:Review and deliver financial reports and KPIs.Assist with... ...accounting assistance to clients and internal engagement... ...accounting3+ years of managing associates and/or teams.... ...collections processes in physician practices.Cost Allocation for Multi-...FinancialTemporary workWork at officeLocal areaRemote workFlexible hours$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,...FinancialFull timeContract work$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...FinancialFull timeWork at officeLocal area3 days per week- ...’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...FinancialTemporary workLocal areaRemote workFlexible hours
- ...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,...FinancialTemporary workLocal areaRemote workFlexible hours
- ...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...FinancialTemporary workWork at officeLocal areaRemote workOverseasFlexible hours
$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...FinancialFull timeWork at officeFlexible hoursDay shift- 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 responsible...FinancialPrivate practiceWork at office
- 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...FinancialPrivate practiceWork at office
$100.4k - $197.9k
...collaborative environment? As an experienced Fund Reporting and Treasury Manager, you will have the ability to share new... ...specifically for long-term, onsite client service delivery manage risk, and unlock new levels of financial and operational excellence..Work you’ll...Financial$225k - $275k
DescriptionKforce'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... ...Public Accountant (CPA) or Certified Management Accountant (CMA) strongly preferred...Financial- 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
$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...FinancialPrivate practiceWork at office$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...FinancialPrivate practiceWork at office$125k
...: Specialist, DevelopmentTitle: Product Manager, Tax Information ReportingAbout BetaNXTBetaNXT... .... Our connective approach empowers our clients to deliver a comprehensive, end-to-end... ...is a leading provider of Cost Basis Reporting and Tax Reporting solutions. We are seeking...Work at office- ...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
- ...Milwaukee, WI is seeking an Accounting Services Associate to maintain financial records, handle payroll and tax filings, and support monthly... .... You will prepare financial statements, communicate with clients, and help with budgeting and forecasting while staying current...Financial
- ...Investment Company (Confidential) in Chicago seeks a Client Services Manager to strengthen and repair client relationships, driving retention... ...resources to address client needs. The role requires 5+ years in financial services client management, a Bachelor’s degree, and a...Financial
$99k - $266k
...focus on providing advice and guidance to clients on tax planning, compliance, and... ...leveraging team member’s unique strengths, and managing performance to deliver on client... ...requirements.The OpportunityAs part of the Financial Services Global Structuring team you will...FinancialFull timeH1b$78.8k - $145.13k
...solutions for healthcare cost and care management. MedInsight is a subsidiary of Milliman;... ...primary point of contact and liaison for clients, supporting them throughout the client journey... ...designed to support employees’ health, financial security, and well-being. Benefits...FinancialFull timeWork experience placementRemote workFlexible hours$89.8k - $170.5k
...change, empowering our clients and people to realize... ...is looking for a Audit Manager to join our Insurance... ...is a rapidly growing practice in our firm Nationwide... ...auditing of all required financial statements, related... ...that they prepare and report on performance while articulating...FinancialFull timeWork experience placementInternshipLocal area- ...approximately 750,000 people serving clients in more than 120 countries.... ...technology, data, analytics, AI, change management, talent, and sustainability... ...’s total enterprise reinvention.Financial Services Payments PracticeThe Payments practice is a part of the Financial...FinancialFull timeLive inWork at officeLocal area
$130.5k - $263.8k
OverviewOld National Bank has been serving clients and communities since 1834. With over $7... ...loan pricing. Team portfolio management and client relationship expansion, including... ...impact.Understands data, metrics and/or financial information and how they tie to business...FinancialWork experience placementImmediate start- ...Drake & Associates is an independent financial planning firm dedicated to helping families... ...commitment to delivering an exceptional client experience. Our culture is built on core... ...aligned with the Drake brand Gather and manage client reviews, including timing outreach...Financial
- 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
$144k - $216k
...integration of consumer and client information and... ...actionable insights, reporting, and presentation of results... ...understanding for the financial services category,... ...learning•Oversee and manage the team's research project... ...and possible future practices, market trends, and...FinancialFull time$125k - $130k
DescriptionKforce's client in the Brookfield, WI area is looking for a Finance... ...will oversee all accounting and financial operations for the Company, including month-end close, financial reporting, budgeting, forecasting, cash management, compliance, audit support, and...Financial- ...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
- ...CLA is currently hiring for a Client Engagement Consultant for our... ...HR Systems & Payroll (HRSP) practice. This role is responsible for... ...demonstrations, and system setup.Manage new client activities as it... ...we focus on their physical, financial, social, and emotional well-...FinancialFull timeCurrently hiringWork at officeFlexible hours
- ...FIS Client Success Manager (CSM) Lead As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every... ...~ Bachelor's degree; relevant previous experience in financial technology services ~ Ability to clearly articulate business...Financial
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Financial Reporting - Physician Practice Clients. Be the first to apply!
- director of finance and administration Milwaukee, WI
- financial director Milwaukee, WI
- finance executive Milwaukee, WI
- non profit finance manager Milwaukee, WI
- mercedes benz finance manager Milwaukee, WI
- financial crime manager Milwaukee, WI
- structured finance manager Milwaukee, WI
- senior manager financial planning & analysis Milwaukee, WI
- finance manager Milwaukee, WI
- director of finance hotel Milwaukee, WI

