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. Wipfli's accounting advisory practice is seeking a Manager with strong healthcare and post-acute care experience to serve as an outsourced controller and support our skilled nursing industry clients. In this role, you will provide controller-level advisory by delivering strategic financial insights, guiding clients through budgeting, forecasting, and operational improvements, and supporting long-term financial stability. You'll lead and mentor client teams, oversee high-quality financial reporting, and build trusted, solutions-focused relationships grounded in the Wipfli Way. This is an opportunity to make a meaningful impact in a people-first, collaborative culture while helping skilled nursing organizations navigate complex financial and operational challenges. This position can be worked remotely anywhere in the US. 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 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 providing accounting, advisory or financial reporting services to skilled nursing facilities, long-term care, senior living or post-acute healthcare organizations. - Past or current experience in public accounting preferred. - Working knowledge of Medicare and Medicaid reimbursement structures for skill nursing facilities, including compliance related to documentations, billing accuracy and regulatory oversight. - 3+ years managing associates and/or teams. - Professional certification (e.g., CPA, CMA) preferred. - Proficiency in financial reporting and analysis. - Strong planning, prioritization, and organizational skills. - Strong project management and relationship-building skills, with a client-first mindset. - Excellent written, verbal, and presentation skills. - Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, PointClickCare, and a demonstrated ability to embrace new technologies. - Demonstrated ability to influence others, promote constructive change, and develop team members. - 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 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.

In this role you will own the technical architecture and engineering leadership for a product within an AI-native product line at Advisor360°, a leading enterprise wealthtech platform. You’ll lead the engineering side of a 5-person autonomous team, taking full ownership of architecture, quality, and technical decision-making. This is a true player-coach role where you not only design and build critical parts of the system, but more importantly elevate the effectiveness of both your team and AI agents through the systems and patterns you create. In doing so, you’ll help define what agentic software development looks like in practice and play a key role in shaping a new model for how modern B2B software gets built. Here’s What You’ll Do: - Own the technical architecture for your team's product surface — service boundaries, data flow, API design, infrastructure decisions, and scaling strategy for large-scale SaaS - Review and approve product specifications before build begins — your job is to ensure specs give both humans and AI agents enough technical context to execute well - Author and maintain the team's agentic ecosystem — CLAUDE.md files, MCP server configurations, custom slash commands, agent hooks, and workflow templates. These artifacts teach AI agents how to work in your codebase and are the single most leveraged system you own - Build and own the AI-powered test automation pipeline — consume the Product Lead's user stories and acceptance criteria to drive automated e2e test generation, regression suites, and CI-integrated quality gates - Review agent-generated code for architecture alignment, security, performance, and correctness — agents produce volume, you provide judgment - Run the compound loop — after each feature ships, encode what worked and what didn't back into the system so agents and engineers get better with every cycle - Make architecture decisions that hold up at scale — real-time data processing, cloud-native infrastructure, API design for high-throughput environments - Write code selectively — architecturally novel problems, security-critical paths, and reference implementations that set the patterns agents follow - Direct AI agents on well-scoped implementation tasks while personally handling the work that requires deep system understanding What You Bring to the Table: - 8+ years as a software engineer, with at least 2 years in a tech lead, staff engineer, or architect role at a large-scale B2B SaaS company - Deep architecture experience — you've designed and shipped systems involving real-time data processing, cloud infrastructure, distributed services, and API-driven platforms - Strong cloud infrastructure depth — AWS (or equivalent), streaming architectures, large-scale data processing. You've built systems that handle significant throughput in production - Hands-on engineering ability — you can still build, not just draw diagrams. You write code when it matters - Experience with AI coding tools — you've used Claude Code, Cursor, or similar and have opinions on where agents help vs. where they fail - Strong system design instincts — can articulate *why* an architecture decision is right, not just *what* it is - Experience with AI technologies, LLMs, ASR, OCR, RAG - Experience designing automated pipelines that connect multiple systems (CI/CD, monitoring, alerting, data platforms) into cohesive engineering workflows - Comfort building with LLMs beyond code generation — agent orchestration, MCP integrations, tool-use patterns for engineering automation - Experience building test automation infrastructure — frameworks, e2e pipelines, CI-integrated quality gates - Preferred: - - Hands-on experience with MCP (Model Context Protocol) or similar tool-integration patterns for LLMs - Experience with workflow orchestration platforms (Temporal, custom pipelines) - Background in financial services, wealth management, or regulated industries Why You’ll Love Working With Us: It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other. The estimated base salary range for this position is $ 200,000-350,000 + bonus & equity. Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law. While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

• Support students in Accounting courses across high school and college levels • Teach a range of Math subjects from 6th grade through college level • Conduct flexible, remote tutoring sessions • Provide high-quality student referrals and maintain a supportive community of tutors • Engage in professional development opportunities to enhance tutoring skills

Role Description The Director, Treasury Accounting is a key leadership role within the Treasury Accounting organization. This position is responsible for developing and overseeing accounting processes, interpreting and applying GAAP and Statutory accounting guidance, and ensuring the accuracy and integrity of financial information related to the company’s investment and debt activities. This leader will collaborate extensively with internal partners, external financial institutions, custodian banks, and data providers, while driving process excellence, operational efficiency, and strong control execution across a diverse and complex investment portfolio. - Manage accounting processes supporting a broad range of investment products, including: - Fixed Income - Equity - Venture Capital - Asset Backed Financing - Residential Mortgages - Other structured or alternative investments - Maintain fluency with NAIC statutory filing requirements and ensure compliance with regulatory changes - Oversee accounting for company issued debt, including bonds, commercial paper, and credit facilities - Support accounting and reporting for derivative instruments such as interest rate swaps and foreign exchange forwards - Design, implement, and execute reconciliation controls and reporting processes - Provide strategic leadership and operational execution for the Treasury Accounting function - Manage and develop team; review key deliverables and communicate results effectively to senior leadership - Review contractual arrangements with custodians, software vendors, and other third party data providers - Identify and implement opportunities to optimize data flows and streamline day to day operations - Prepare, review, and/or approve daily, monthly, and quarterly reporting for senior leadership - Support SEC related disclosures for investment and debt reporting Qualifications - Bachelor’s degree in accounting or finance - 8+ years of experience in Treasury, Finance - 5+ years of GAAP, STAT or Tax Accounting experience - Experience operating within complex financial environments with strong analytical, problem solving, and critical thinking skills - Advanced proficiency in Microsoft Excel, including macros and complex formulas Requirements - MBA - CPA, CFA, or CTP certification - Experience with A/R factoring, asset based funding, securitizations, or supply chain financing - Experience forecasting interest income and expense - Experience with financial reporting, financial metrics, or earnings release support - Experience managing and developing team members - Experience with State Streets investment software (PAM for Investment/Mortgages) - Experience with FIS treasury workstation (Quantum) - Experience with systems or tools such as Python, PeopleSoft Financials, Bloomberg, or Power B - Proven solid organization skills with a demonstrated commitment to diligence and accuracy - Proven excellent written and verbal communication skills - Proven ability to resolve complex issues under tight deadlines while adapting to changing priorities Benefits - Comprehensive benefits package - Incentive and recognition programs - Equity stock purchase - 401k contribution (all benefits are subject to eligibility requirements)