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Wipfli

Manager, Outsourced Accounting - Technology Industry Clients

Posted Yesterday
Be an Early Applicant
Remote
Hybrid
Hiring Remotely in Philadelphia, PA
Senior level
Remote
Hybrid
Hiring Remotely in Philadelphia, PA
Senior level
The role involves providing advisory services to technology industry clients on financial matters, overseeing client accounting teams, and managing financial reporting accuracy while ensuring best practices are followed.
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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 job has the opportunity to be worked 100% remote
*This position has the opportunity to be worked 100% remote
Responsibilities:
• The Outsourced Client Controller for the 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 [email protected]
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.

Top Skills

Bill.Com
Net Suite
Quickbooks Online
Sage Intacct

Wipfli Chicago, Illinois, USA Office

Our downtown office is located in the heart of the loop on the 17th floor of the UBS building at 1 N. Wacker. It features a bar/restaurant, health club, gathering spaces and activities for tenants that range from book clubs and mixers to charitable food drives.

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