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: - Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance. - Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices. - Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions. - Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements. - Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow. - Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions. - Develop client budgets and forecasts, offering consultative support on financial planning and strategy. - Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence. Qualifications: - Bachelor's degree in Accounting, Finance, or related field; Master's degree a plus. - CPA designation preferred. - Minimum 8 years of relevant Public Accounting or industry accounting experience. - Proven success leading teams through organizational change and process improvement. - Strong project management and relationship-building skills, with a client-first mindset. - Experience managing remote teams and promoting collaboration across geographies. - Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, Microsoft Business Office Central, and a demonstrated ability to embrace new technologies. - Ability to analyze complex financial data and communicate insights clearly to stakeholders. - 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-REMOTE #LI-CV1 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 hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000 to $195,000 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "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.

• Manage the implementation of accounting modules within the Restaurant 365 software for clients. • Train client teams on the use of the software and best practices for financial management. • Ensure adherence to necessary deadlines throughout the implementation process. • Communicate status updates and address any issues promptly and effectively to clients, Lion Chaser Development Group, and Restaurant 365. • Provide ongoing support and guidance to clients as they transition to and utilize the software. • Collaborate with internal teams to optimize implementation processes and enhance client experiences.

• Contribute to decision making regarding team operational policies and procedures • Help to define fund administration workflows, applying best practices and process efficiencies • Assist in training of team members on processes and monitoring client deliverables • Interface directly with clients to deliver an outstanding client experience • Perform accounting, analytical, & financial reporting duties; ensure client and investor reporting is prepared and completed timely and accurately • Prepare waterfall calculations, capital calls and distributions in accordance with clients’ Limited Partnership Agreements as applicable • Prepare asset- and fund-level performance metrics (IRRs, TVPI, etc.) • Assist in preparing, compiling, and verifying external client and regulatory reporting • Prepare financial information for stockholders/investor reports • Support annual audits, including preparation of the initial draft of the annual audit report and related schedules

Role Description The Accounting Manager oversees day-to-day accounting operations and financial integrity across the organization, ensuring accuracy, compliance, and timely delivery of financial reporting. This role manages the month-end close process, supervises accounts payable and receivable workflows, and maintains the general ledger to support clean audits and sound financial decision-making. This position requires strong analytical skills, the ability to improve processes, and leadership through influence to maintain operational efficiency and support organizational growth in a fast-paced and highly regulated industry. Essential Duties & Responsibilities - Perform daily accounting operations including general ledger updates, journal entries, and reconciliations. - Process ACH payments, wire transfers, and other electronic disbursements accurately and on schedule. - Process vendor payments and manage the full accounts payable cycle, including invoice entry, approval workflows, and payment execution. - Prepare manual vendor payments related to self-billing processes and ensure proper documentation and approval. - Perform extensive account reconciliations, including bank accounts, GL accounts, claims and funding balances, and trust account activity. - Support month-end and year-end closing activities and produce accurate financial statements. - Process and review accounts payable, accounts receivable, and premium billing transactions. - Investigate and resolve reconciliation discrepancies by working closely with internal departments. - Train and oversee accounting staff, reviewing work for accuracy and timeliness. - Participate in and lead special projects including system enhancements and operational initiatives. - Improve process efficiency through automation, SOP updates, and system enhancements. - Maintain adherence to GAAP, audit requirements, and applicable healthcare/TPA regulations. - Other tasks as assigned. Qualifications - Bachelor’s degree in Accounting, Finance, or related field. - 5+ years of progressive accounting experience, including strong general ledger and reconciliation responsibilities. - Proven experience using QuickBooks for accounting operations. - High-level of proficiency with Microsoft Excel (pivot tables, lookups, reconciliation tools, etc.). - Hands-on experience with accounts payable, vendor payment processing, and ACH transactions. - Strong analytical and problem-solving skills with high attention to accuracy and detail. - Previous supervisory or team lead experience, including workload oversight and coaching. - Demonstrated understanding of GAAP and internal control requirements. - Ability to work independently in a fast-paced environment and manage multiple deadlines. - Effective verbal and written communication skills for cross-functional collaboration. - Availability to work standard Eastern Time (EST) business hours in a remote setting. Work Schedule & Remote Work Full-time, remote opportunity; candidates must operate during standard business hours aligned with Eastern Time (EST). Flexibility required for critical project deadlines, cross-functional meetings, and occasional travel (0–10%) for team collaboration or vendor engagements. Remote Work Requirements - Dedicated home office with reliable, high-speed internet. - Secure workspace aligned with HIPAA security standards (device encryption, secure Wi-Fi, screen privacy). - Ability to effectively coordinate and lead projects in a fully remote environment. Security, Privacy & Compliance This position requires adherence to Tres Health’s security and privacy policies, including HIPAA compliance. All employees must complete security training and comply with access management protocols. Physical Requirements - Prolonged periods of sitting and working at a computer. - Ability to communicate effectively through video, phone, and written platforms. - Ability to effectively use computers, video conferencing tools, and other standard remote work technology. - Visual and auditory capabilities suitable for remote work. - Ability to occasionally lift up to 15 pounds. - Tres Health is committed to ADA compliance and will provide reasonable accommodations to individuals as needed.