Qureos Mentor

Wipfli

<div>At Wipfli, people count. 

At Wipfli, our people are core to everything we do&mdash;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. 

Job Summary
Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence and/or technical solutions. They will be self- managed for long periods and interface regularly with clients and others outside of Wipfli. Help lead and shape the delivery resources, in accordance with firm policies and procedures. If not leading people or business development efforts, will be focused on expanding technical solutions across Wipfli's footprint.
 Essential Responsibilities:
<ul><li>Manage end to end project delivery by effectively managing clients&rsquo; expectations that include project plans, budgets, timelines, and quality expectations</li><li>
Serve as the primary point of contact for NetSuite Account Managers and internal stakeholders including the planning, scheduling, and facilitation of client meetings, including kickoffs, status meetings, account reviews, and working sessions.</li><li>
Drive consultant and project accountability by tracking task progress, manage case queues, reinforcing due dates, proactively identifying delivery risks, and escalating issues as needed to keep projects on schedule and within budget.</li><li>
Partner with Project Leads to ensure consultants are clear on ownership, expectations, and delivery timelines.</li><li>
Monitor work in progress (WIP) and collaborate with Engagement Managers on billing, utilization, or scope concerns.</li><li>
Proactively reach out to clients to assess needs, collect feedback, and identify opportunities to enhance client experience.</li><li>
Manage a high volume of clients with varying levels of size, complexity, and support, ensuring consistent and high-quality service delivery.</li></ul>
Required Qualifications:
<ul><li>Bachelor&rsquo;s Degree or an equivalent combination of education and experience.</li><li>
5+ years&rsquo; experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services.</li><li>
5+ years of project management experience required.</li><li>
ERP implementation and project management experience required, NetSuite strongly preferred.</li><li>
Experience in managing a team comprised of business analyst(s), developer(s), and solution architect(s) to efficiently deliver projects</li><li>
Demonstrated high competency in project management resulting in high levels of customer satisfaction</li><li>
Experience managing or supporting a high volume of clients and tasks</li><li>
Strong customer service and client relationship management skills</li></ul> 

Preferred Qualifications:
<ul><li>Bachelor&rsquo;s Degree in related field</li><li>
Works towards obtaining additional appropriate advanced certifications.</li><li>
Working knowledge of software development lifecycle including Agile methodology</li><li>
Experience working in the healthcare and distribution industries preferred</li><li>
Understanding of budget analysis and project planning</li><li>
Training, support or consulting advisory experience.</li><li>
Experience with compliance or professional standards associated with area of expertise.</li></ul>
Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! 

#LI-Remote
#LI-DK1
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 $88,000 to $118,000, 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 &amp; 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 &amp; profit share as well as Firm matching contribution, well-being incentive, education &amp; 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 &amp; accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&amp;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. 

&quot;Wipfli&quot; 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.</div>

Senior Consultant, NetSuite Optimization Project Manager

<div>At Wipfli, people count. 

At Wipfli, our people are core to everything we do&mdash;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. 
We are seeking a Financial Reporting Manager to support our Client Advisory Services (CAS) healthcare team, with a focus on Federally Qualified Health Centers (FQHCs). In this role, you will partner with clients to deliver high-quality financial reporting, ensure compliance with complex healthcare regulations, and assist with providing insights that drive informed decision-making. This position offers the opportunity to work in a dynamic, client-facing environment, supporting organizations that deliver critical care to underserved communities. This role can be worked remotely anywhere in the US!
Responsibilities
<ul><li>Review and deliver financial reports and KPIs</li><li>
Assist with budgeting, forecasting, and cash flow modeling</li><li>
Provide technical accounting guidance to clients and internal engagement teams</li><li>
Develop, coach, and mentor staff and senior accountants</li><li>
Collaborate with advisory teams and external partners</li><li>
Identify and support opportunities to expand services in partnership with advisory teams</li><li>
Assist with onboarding new clients, including system setup and process documentation</li><li>
Monitor team KPIs and implement process improvements</li><li>
Support the integration of new technology platforms and train team members on system enhancements</li></ul> 

Qualifications
<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or Business required; CPA or MBA preferred</li><li>
4&ndash;6+ years of accounting experience, with healthcare and/or FQHC experience preferred</li><li>
3+ years of experience managing teams</li><li>
Knowledge of healthcare regulations, including Medicare/Medicaid and federal grant compliance (HRSA preferred)</li><li>
Experience with financial reporting, budgeting/forecasting, and audit/internal controls</li><li>
Understanding of revenue cycle, cost allocation, and physician compensation models</li><li>
Proficiency in accounting systems (e.g., Intacct, NetSuite, QuickBooks) and Microsoft Office Suite</li><li>
Strong communication skills with the ability to manage multiple priorities; willingness to travel up to 10%</li><li>
Required travel up to 10%</li></ul> 

Christine Villicana from Wipfli&rsquo;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 identity, 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 $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 &amp; 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 &amp; profit share as well as Firm matching contribution, well-being incentive, education &amp; 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 &amp; accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&amp;D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. 

&quot;Wipfli&quot; 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.</div>

Manager, Financial Reporting - FQHC Industry Clients

<div>At Wipfli, people count 

At Wipfli, our people are core to everything we do&mdash;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. 

Step into a role where precision meets progress. As an Audit Manager serving manufacturing industry clients, you&rsquo;ll help drive operational excellence and financial clarity in one of the most dynamic sectors of the economy. At Wipfli, we partner with manufacturers to navigate complex regulations, optimize performance, and fuel innovation. If you&rsquo;re ready to lead with insight, build lasting client relationships, and make a measurable impact, this is your opportunity to shape the future of industry. 
Responsibilities:
<ul><li>Manage audit, review, compilation engagements, and multiple teams. Provide performance feedback to all members of those teams when engagements end</li><li>
Partner with Senior Managers, Directors, and Partners in risk assessment, audit procedures, and reporting.</li><li>
Oversee daily operations of the audit engagement. From staffing, planning, budgeting, risk assessment, fieldwork, financial reporting, and the conclusion</li><li>
Research and communicate guidance on complex accounting matters and transactions</li><li>
Assist clients with GAAP compliance and the adoption of FASB Accounting Standard Updates. Address client concerns and resolve problems as they arise while communicating proactively and promptly</li><li>
Serve as an instructor in the firm, department training programs, and meetings</li><li>
Take part in and provide leadership in community, networking, and business development activities</li></ul>
Qualifications: 

<ul><li>Bachelor's degree in accounting or finance required</li><li>
CPA license required</li><li>
5 years of experience, preferably in public accounting</li><li>
Supervisory experience required</li><li>
Ability to travel to client sites</li><li>
Excellent written and verbal communication and interpersonal skills</li></ul> 

Kristin Kallies from Wipfli&rsquo;s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! 

#LI-KK1
#LI-Hybrid
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 identity, citizenship 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 $110,000 to $166,000, 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 &amp; 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 &amp; profit share as well as Firm matching contribution, well-being incentive, education &amp; 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 &amp; accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&amp;D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. 

&quot;Wipfli&quot; 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.</div>

Audit Manager, Manufacturing Industry

Join Wipfli and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Wipfli

About Company

Senior Consultant, NetSuite Optimization Project Manager

Manager, Financial Reporting - FQHC Industry Clients

Audit Manager, Manufacturing Industry