Manager, Financial Reporting - Skilled Nursing Clients

Wipfli; United States; On-site; USD 97,000 - 145,000; Full time

Benefits offered by this job

Health plan options (8 plans)

Dental and vision coverage

HSA enrollment with Firm contribution

401(k) with profit sharing

Job summary

Wipfli is seeking a senior accounting professional to review financial reports and KPIs, lead budgeting and cash flow modeling, and provide technical accounting support to clients and internal teams. This role also focuses on developing staff, collaborating with advisory partners, and identifying opportunities to move clients to higher-value services.

The position requires 4–6 years in accounting, 3+ years of people management, and a CPA/MBA preferred.

Qualifications

• Bachelor’s degree in accounting, finance, or business required.
• 4–6 years of experience in public or private accounting.
• 3+ years of managing associates and/or teams.
• Professional certification (e.g., MBA, CPA) preferred.
• Ability to balance multiple projects simultaneously.
• Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, PointCareClick and a demonstrated ability to embrace new technologies.
• Strong interpersonal and relationship-building skills.
• Excellent written, verbal and presentation skills
• Ability to travel up to 10%

Responsibilities

• 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.

Skills

Financial reporting

Budgeting

Forecasting

Cash flow modeling

Technical accounting

Staff development

Advisory collaboration

Client onboarding

Process improvement

Technology integration

Education

Bachelor’s degree in accounting, finance, or business

MBA or CPA preferred

Tools

QuickBooks Online

Sage Intacct

PointCareClick

Job description

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.

Responsibilities

• 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.

Qualifications

• Bachelor’s degree in accounting, finance, or business required.
• 4–6 years of experience in public or private accounting
• 3+ years of managing associates and/or teams.
• Professional certification (e.g.,MBA, CPA) preferred.
• Ability to balance multiple projects simultaneously.
• Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, PointCareClick and a demonstrated ability to embrace new technologies.
• Strong interpersonal and relationship-building skills.
• Excellent written, verbal and presentation skills
• Ability to travel up to 10%

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 [e-mail]

Wipfli 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.