Accounting Manager (Healthcare)

About the role

This role is available in either Brookfield, WI or Madison, WI. It offers an opportunity to enhance skills across several industries, with a focus on healthcare clients. The position involves refining skills, continuous learning, client-facing interactions, and sharing knowledge about how accounting impacts businesses.

Responsibilities

• Execute engagements from start to finish, coordinating all phases including planning, field work, review process, and communication to clients.
• Determine if all phases of the engagement are carried out properly and in the best sequence, anticipate potential issues, and address them.
• Supervise the preparation of all work products to be provided to clients.
• Maintain continuous contact with clients throughout the business year and develop a thorough understanding of their business.
• Evaluate internal controls prepared by staff.
• Communicate any major problems with all relevant facts, conclusions, and recommendations.
• Prepare monthly billings and maintain confidentiality of client information.
• Ensure all duties are performed efficiently and to a satisfactory level, typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
• Assign work to staff members based on their knowledge and capabilities.
• Prepare and discuss staff performance evaluations.
• Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers.
• Lead others effectively, be actively involved with staff development, and take ownership of staff engagement and retention.
• Conduct stay interviews and work with leadership to resolve any themes.
• Identify need for staff recruitment, actively participate in interview panels.
• Transfer client relationships to junior staff to ensure the right work is being performed at each level.
• Identify poor/low performers and have difficult/direct conversations to manage those individuals up/out with a focus on retaining qualified and quality staff members.
• Provide individualized and meaningful recognition to staff members.
• Work with mentor to continue to develop career path.
• Research complex topics, propose findings in analytical, concise manner, including recommendation.
• Participate and/or lead in SVA and community events, professional, civic or charitable organizations.
• Utilize internal and external learning opportunities.
• Rigorous project management skills.
• Serve as a mentor to multiple members of the accounting staff.
• Expand services for existing clients.
• Develop business consulting acumen.
• Develop and present internal and external training, including writing articles for publication.
• Lead moderate to complex internal projects.
• Network with COI’s.
• Achieve client retention targets.
• Achie new and existing cross-selling and upselling goals.

Qualifications

• Bachelor’s degree in Accounting or related field required.
• Minimum of 5 years’ experience in public accounting required.
• Professional Certification: CPA, EA, or equivalent certification required.