Location: Remote, United States
Company: Wipfli
Salary: $85,000 – $160,000 Annually (based on experience, skills, location)
Employment Type: Full-time
About Wipfli:
At Wipfli, our people are our greatest asset. We embrace diverse perspectives and foster an inclusive culture where everyone has a voice. We prioritize work-life balance through hybrid schedules, flexible time off, and initiatives focused on training and mental wellness. If you seek an environment that encourages growth, curiosity, and making a meaningful impact, Wipfli is the right place for you.
Position Overview:
The Manager of Outsourced Accounting & Advisory will serve as the primary contact for technology industry client engagements, providing general advisory services regarding financial statements, cash-flow forecasts, and budgets. This role involves collaborating with clients and internal teams to ensure accuracy in financial reporting and delivering exceptional client service within the tech-innovation industry.
Key Responsibilities:
- Client Advisory: Provide scheduled advisory services to clients regarding financial statements, cash-flow forecasts, and budgeting strategies.
- Relationship Management: Serve as the direct point of contact for technology industry clients, partnering with clients and Fractional CFOs/Finance Directors to foster strong relationships.
- Team Oversight: Manage the client accounting team to ensure all deliverables meet expectations and are completed on time.
- Financial Reporting: Ensure the accuracy of financial reporting for clients and investors, including reviewing and finalizing accounting period closes.
- Technical Support: Provide technical accounting assistance to clients and internal teams as needed.
- Analysis & Forecasting: Analyze financial statements and key performance indicators while preparing cash-flow forecasts and budgets.
- Process Improvement: Evaluate accounting policies and recommend improvements to strengthen internal controls and enhance efficiency.
- Project Management: Manage multiple projects simultaneously, ranging from pre-revenue startups to companies preparing for exit strategies.
Qualifications:
- Bachelor’s Degree in Accounting.
- 5+ years of hands-on full-cycle accounting experience, including financial statement preparation, in a role such as assistant controller or controller, preferably in public accounting.
- Experience as a financial controller in the technology industry is preferred.
- Previous experience with venture capital or private equity-backed portfolio companies is a plus, but not required.
- Minimum of 1 year of supervisory experience.
- Proven ability to build and manage multiple client relationships.
- Exceptional collaboration and communication skills.
- Professional certification (e.g., CPA, CMA) is preferred but not required.
- Familiarity with accounting software such as Sage Intacct, NetSuite, QuickBooks Online, and Bill.com is preferred.
- Strong ability to prioritize and thrive in a fast-paced, project management environment.
Compensation & Benefits:
Wipfli values equal pay and the unique skills of each candidate. The salary for this role ranges from $85,000 to $160,000, based on various factors such as experience and location. Additional compensation includes:
- Annual Bonus: Eligibility for a discretionary annual bonus based on individual and firm performance.
- Health & Wellness: Eight health plan options, dental and vision coverage, HSA enrollment with potential firm contributions, and an Employee Assistance Program.
- Retirement: 401(k) savings plan with profit sharing and firm matching contributions.
- Professional Development: Education and certification assistance, as well as flexible time off policies.
- Additional Benefits: Cell phone reimbursement, travel rewards, and a range of voluntary benefits, including critical illness and pet insurance.
Equal Opportunity Employer:
Wipfli is an equal opportunity employer committed to diversity, equity, and inclusion. We welcome applicants of all backgrounds and provide reasonable accommodations for individuals with disabilities.
How To Apply
Job Link
