Manager, Outsourced Accounting & Advisory - Technology Industry Clients

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:

• The Outsourced Client Controller, Technology industry provides general advisory service to clients, via scheduled remote meetings regarding the interpretation and use of financial statements, cash-flow forecasts and budgets.
• Direct point of contact for technology industry client engagements
• Partners with client or Fractional CFO/Finance Directors to maintain and foster relationships within the tech-innovation industry
• Research and share knowledge of best practices in areas of business concern or interest to each client.
• Oversees client accounting team ensuring expectations are met on all client deliverables
• Manage financial reporting accuracy for clients and investors
• Provide technical accounting assistance to clients and internal team
• Responsible for reviewing and finalizing accounting period close
• Analyze and review financial statements, management reports, and other key performance indicators
• Prepares cash-flow forecasts, budgets and assist CFO with projections and financial models
• Prepares financial data for new capital raises or data rooms for due diligence, when applicable
• Work with client to review and strengthen internal controls
• Evaluate accounting policies and procedures to help recommend process improvements
• Manage internal team’s budget and work to maintain performance expectations of staff
• Work on multiple projects of varying size & complexities simultaneously from pre-revenue startups to companies preparing for exit.

Qualifications:

• Bachelor’s Degree in Accounting
• 5+ years of advanced, hand on full cycle accounting experience including financial statement preparation as an assistant controller or controller or in a similar capacity in public accounting
• Experience working as a financial controller in the technology industry preferred
• Experience with venture capital or private equity backed portfolio companies desired, but not required
• Previous public accounting experience preferred, but not required
• Minimum of 1 year supervisor experience
• Proven ability to build and manage multiple relationships
• Must have exceptional collaboration and communication skills
• Professional certification (e.g., CPA, CMA) preferred but not required
• Experience using Sage Intacct, Net Suite, QuickBooks Online, and Bill.com preferred
• Ability to prioritize and work comfortably in a fast-paced, project management work environment

Christine Villicana from Wipfli’s recruiting team will be guiding you through this process.  Visit her at Christine Villicana | LinkedIn to connect!

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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 $88,000 to $160,000 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.