Serve as trusted advisor to behavioral health providers: review financial reporting, prepare benchmarks and KPIs, present findings, assist budgeting/forecasting and cash flow modeling, provide technical accounting support, identify operational improvements, lead US and offshore engagement teams, and coach staff and senior accountants to ensure high-quality deliverables.
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.
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:
• 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.
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%.
Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect!
#LI-CV1
#LI-HYBRID
As required by the Transparency in Coverage Rule, Wipfli is providing access to machine-readable files that disclose certain pricing arrangements with healthcare providers under Wipfli's AmeriBen and Kaiser medical plans.
If you believe you have been wrongly billed, you may contact U.S. Department of Health and Human Services beginning January 1, 2022 at 1-800-985-3059. Visit https://www.cms.gov/nosurprises for more information about your rights under federal law. For AmeriBen specific resources, please visit: AmeriBen Surprise Billing Notice.
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.
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:
• 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.
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%.
Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect!
#LI-CV1
#LI-HYBRID
As required by the Transparency in Coverage Rule, Wipfli is providing access to machine-readable files that disclose certain pricing arrangements with healthcare providers under Wipfli's AmeriBen and Kaiser medical plans.
If you believe you have been wrongly billed, you may contact U.S. Department of Health and Human Services beginning January 1, 2022 at 1-800-985-3059. Visit https://www.cms.gov/nosurprises for more information about your rights under federal law. For AmeriBen specific resources, please visit: AmeriBen Surprise Billing Notice.
Similar Jobs at Wipfli
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Serve as a trusted advisor to behavioral health providers by reviewing financial reporting, preparing budgets/forecasts, analyzing KPIs, providing technical accounting support, identifying operational improvements, leading US and offshore engagement teams, and coaching staff to ensure high-quality deliverables and client service.
Top Skills:
Bill.ComNetSuiteQuickbooks OnlineSage Intacct
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Supports payroll compliance reviews, tax amendments, agency notice resolution, and advisory engagements. Analyzes payroll records, tax requirements, compensation, deductions, overtime, and multi-state payroll matters; identifies discrepancies; prepares corrective calculations and amended filings; reconciles payroll data; researches authoritative requirements; drafts agency correspondence; and documents findings and recommendations for internal and client review.
Top Skills:
IsolvedExcel
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Supports financial planning, forecasting, reporting, budgeting, variance analysis, and financial modeling across administrative functions. Prepares management reporting, tracks headcount and compensation, analyzes operating expenses, supports lease and capital reporting, validates data, and investigates variances. Builds dashboards and ad hoc analyses, maintains recurring FP&A processes, and improves reporting efficiency through automation and tools such as Workday, Office Connect, and Adaptive.
Top Skills:
AdaptiveAi-Enabled Productivity ToolsExcelOffice ConnectWorkday
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

