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 servicesRemote: Yes

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Manager, Financial Reporting - Physician Practice Clients in Milwaukee, WI vacancy
  • $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
    4 days ago
  •  ...Experienced Tax Professional to prepare accurate tax returns and advise clients on tax savings. You will interview clients, assess complex tax...  ...offers a competitive hourly rate and an incentive plan to reward impact while you grow in tax and financial services. #J-18808-Ljbffr
    Financial
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block

    Wauwatosa, 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
  • $127.9k - $291.9k

     ...in serving the global financial services marketplace and...  ...side with a range of clients from our most...  ...Markets, Wealth and Asset Management, Insurance, Real Estate...  ...Financial Services EY EDGE practice is made up of a team...  ...tax returns and related reporting Support effective... 
    Financial
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    Milwaukee, WI
    1 day ago
  •  ...Reinvention for Fortune 500 clients. You will combine domain mastery...  ...Will DoLead F&A Sales and Practice — Own the full deal lifecycle...  ...confidence and close large-scale managed services deals.Deliver deep...  ...Goods, Industrials, or Financial ServicesExperience structuring... 
    Financial
    Live in
    Work at office
    Local area

    Accenture

    Milwaukee, WI
    5 days 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
    5 days ago
  •  ...CLA is hiring a Chief Financial Officer for its CAAS practice in Milwaukee, WI. The role provides strategic financial...  ...leadership for manufacturing clients within a client accounting and...  ...bachelor's in Accounting or Finance, and strong client management. #J-18808-Ljbffr... 
    Financial

    CLA (CliftonLarsonAllen)

    Milwaukee, WI
    4 days ago
  •  ...Closes: 2027-08-18Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high...  ...people with complicated tax and financial structures. The Private Client Services...  ...and life insurance planning.A Tax Manager, Private Client Services is... 
    Financial
    Private practice
    Work at office

    BDO International

    Milwaukee, WI
    1 day ago
  •  ...Closes: 2027-08-18Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high...  ...people with complicated tax and financial structures. The Private Client Services...  ...and life insurance planning.A Tax Managing Director, Private Client Services... 
    Financial
    Private practice
    Work at office

    BDO International

    Milwaukee, WI
    1 day ago
  •  ...net-worth families and family office clients? As a Senior Manager on our Family Office team, you'll serve...  ...held businesses with complex tax, financial, and wealth planning needs. In this role...  ...that defines our Family Office practice. Family Office Tax Advisory & Compliance... 
    Financial
    Full time
    Contract work
    Work at office

    Cohen & Company

    Milwaukee, WI
    3 days ago
  •  ...TIAA is seeking a Wealth Management Director to lead an integrated advisory team across multiple markets, with responsibility to grow client relationships and implement strategic plans that meet client needs and financial goals. You will guide advisors in delivering... 
    Financial

    Teachers Insurance and Annuity Association of America

    Milwaukee, WI
    4 days ago
  •  ...Operose delivers customized financial solutions to meet investment advisory, family office, tax, and alternative investment needs. The...  ...Investment Advisor is responsible for all aspects of the advisor’s client relationships, portfolio construction, and collaboration with... 
    Financial
    Work at office

    Operose

    Milwaukee, WI
    4 days ago
  •  ...Wintrust Financial Corporation is hiring a Relationship Banker to build and retain meaningful relationships with customers...  ...teller duties, and collaborate with Mortgage and Wealth Management teams to connect clients with specialists. The position involves onsite work and... 
    Financial

    Wintrust Financial

    Elm Grove, WI
    4 days ago
  •  ...Wintrust Financial Corporation is seeking a Relationship Banker in Wisconsin to build lasting customer relationships, identify financial needs, and connect clients with Mortgage and Wealth Management experts. You will also handle teller duties, open accounts, and support... 
    Financial
    Seasonal work
    Shift work

    Wintrust Financial

    Milwaukee, WI
    13 hours 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

    Milwaukee, WI
    6 days ago
  •  ...operations and guide financial planning for the organization...  ...results into practical business decisions, while...  ...while maintaining strong reporting, controls, and...  ...candidate brings a hands-on management style, sound technical...  ...leadership, vendors, clients, and business partners... 
    Financial

    Robert Half

    Milwaukee, WI
    1 day ago
  • $65k

     ...Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a... 
    Financial
    Full time
    Flexible hours

    The Busby Agencies

    Brookfield, WI
    2 days ago
  • Chase is seeking an Associate Relationship Banker to welcome clients, provide tailored financial solutions, and support bank branches with technology-driven services. You will engage customers in person and by phone, promote Chase solutions, and collaborate with a team... 
    Financial
    Weekend work
    Afternoon shift

    JPMorgan Chase

    Milwaukee, WI
    1 day ago
  • Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families. 3. Training... 
    Financial
    Remote work
    Work from home
    Home office

    AO Garcia Agency

    Wauwatosa, WI
    6 days ago
  • $70.32k - $105.48k

     ...our Foundation, employees and financial representatives donate time,...  ...security to help our clients live their best lives by choice...  ...transfer requests and ACH/cash management instructions with high...  ...technologies in current and future practices; continuously utilizes... 
    Financial
    Full time
    Work at office
    Work from home
    Home office

    Northwestern Mutual

    Milwaukee, WI
    5 days ago
  •  ...to engage customers via in-person, by appointment, and virtual channels, delivering trusted financial guidance and promoting digital-first banking. You will build strong client relationships, identify needs, and connect customers to deposit and loan products while processing... 
    Financial

    U.S. Bank

    Milwaukee, WI
    2 days ago
  • $142.6k - $261.5k

     ...responsibilities As a Manager in Technology Analysis...  ..., and leveraging best practices. You will oversee...  ...to maintain billable client charging, lead delivery...  ...Revenue Posting and Reporting Define integration...  ...solutions COPA and Financial Reporting Lead Fit-... 
    Financial
    Contract work
    Summer holiday
    Flexible hours

    EY

    Milwaukee, WI
    12 minutes ago
  •  ...household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely....  ...personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to: Converse... 
    Financial
    Weekly pay
    Part time
    Remote work
    Work from home

    AO Garcia Agency

    Milwaukee, WI
    5 days ago
  •  ...Private Client Banker You have a passion for taking care of our...  ...tailored to suit their financial needs. As a Private Client...  ...customers in the Branch. You will manage their complete banking relationship...  ...conviction history, credit report, information available... 
    Financial
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Brookfield, WI
    3 days ago
  •  ...Client Resource Team (CRT) Client Specialist Training ProgramThe...  ...adaptable individuals to join the Financial Services Industry. The...  ...immersion into Private Wealth Management at Baird.Following successful...  ...relationship through mailings, reporting, e-mail tracking, and more, with... 
    Financial
    Work at office
    Relocation

    Baird Capital

    Milwaukee, WI
    5 days ago
  •  ...we help the world's leading Financial Services organizations reinvent...  ...through delivery and managed operations — that address the...  ...delivers on outcomes. You translate client requirements into working solutions...  ...contentContribute to practice assets: reusable models, configuration... 
    Financial
    Live in
    Work at office
    Local area

    Accenture

    Milwaukee, WI
    1 day ago
  •  ...step in your career. OUR CLIENT Our client is a private...  ...is a senior leadership role reporting to the CFO. The Controller will...  ..., ensure timely and accurate financial reporting, and build the infrastructure...  ...entities and currencies Manage accounting teams covering GL,... 
    Financial
    Full time

    StevenDouglas

    Milwaukee, WI
    2 days ago
  •  ...Company Our client is a privately held, entrepreneurial high-end...  ...construction. The company currently manages approximately 30 projects...  ...lifecycle. Position Reporting directly to the firm’s CEO,...  ...Finance (VP) will lead the financial affairs of the company... 
    Financial
    Work at office
    Remote work

    20/20 Foresight Executive Talent Solutions

    Milwaukee, WI
    5 days ago
  •  ...create opportunities every day, for our clients, our people, and our communities through...  ..., or West office.Job Responsibilities:• Financials: Records and analyzes client’s financial...  ...business decisions.• Prepares financial reports for other groups (creditors, regulatory... 
    Financial
    Full time
    Work at office

    CliftonLarsonAllen

    Milwaukee, WI
    3 days ago
  •  ...Northwestern Mutual offers aspiring financial advisors the opportunity to start a business and build a practice centered on helping clients achieve their goals through comprehensive financial planning. You begin as a financial representative focused on client-building... 
    Financial

    Unavailable

    Elm Grove, WI
    5 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!