• Performs tasks based on established procedures. • Uses data organizing and coordination skills to support the business and perform technical work. • Completes assignments and facilitates the work of others. • May coordinate assignments beyond work area. • Proposes improvements to processes and methods. • Acts as a lead, coordinating the work of others, but is not a supervisor. • Works autonomously within established procedures. • Reviews and verifies the accuracy of journal entries and accounting classifications. • Extracts data for dashboards on process/reconciliation metrics. • Assists with audits by providing supporting records and documentation. • Ensures that adequate and updated process documentation and desktop procedures exist. • Contributes towards quality efforts and guides the quality verifiers team. • Participates in first-level tasks and quality checks. • Performs other duties as assigned. • Complies with all policies and standards.

Role Description As a Senior Manager in Wipfli’s Client Advisory Services practice, you’ll play a key leadership role serving skilled nursing and post‑acute care organizations. You’ll operate as a strategic partner to clients while mentoring teams, delivering forward‑looking insight, and helping healthcare organizations navigate an evolving regulatory and reimbursement environment. This role can work remotely anywhere in the US. 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 Business; Master’s degree a plus. - CPA designation preferred. - Skilled nursing or post acute care industry experience required. - 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, 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%. Benefits - 8 health plan options (both HMO & PPO plans). - Dental and vision coverage. - Opportunity to enroll in HSA with potential Firm contribution. - Employee Assistance Program. - Firm-sponsored basic life and short and long-term disability coverage. - 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. - 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.

• Design and develop clear, engaging lessons with step-by-step instructions on Excel for Accounting concepts (e.g., financial statements, budgeting, balance sheets, data analysis, and formula applications). • Create concise, easy-to-follow video demonstrations guiding learners through Excel accounting tasks in Microsoft 365. • Capture high-quality screenshots that visually support lessons and assignments, ensuring clarity and consistency. • Work closely with the curriculum team to ensure lessons meet instructional standards, align with course goals, and reflect real-world accounting practices.

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. This role can be worked remotely anywhere in the US. 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, Netsuite, Sage Intacct, Microsoft Dynamics Business 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-HYBRID #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 $151,000 to $203,000 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.