Manager, Outsourced Accounting - Technology Industry Clients

Wipfli LLP; Chinatown (PA); Remote; USD 80,000 - 120,000; Full time

Job summary

Wipfli LLP seeks an experienced Outsourced Client Controller for the technology industry to manage client relationships and deliver financial advisory services. The role allows for 100% remote work and requires strong accounting expertise, supervisory experience, and collaboration skills. Join a leading firm that values flexibility and professional development.

Benefits

Health plans

Dental and vision coverage

401(k) with profit sharing

Flexible time off

Education and certification support

Qualifications

• 5+ years of full-cycle accounting experience, including financial statement preparation.
• Experience in the technology sector as a financial controller is preferred.
• Minimum of 1 year supervisory experience required.

Responsibilities

• Provide advisory services regarding financial statements and forecasts.
• Manage client accounting teams and ensure deliverable expectations are met.
• Prepare cash-flow forecasts and assist CFO with financial models.

Skills

Collaboration

Communication

Relationship Management

Technical Accounting

Financial Analysis

Prioritization

Education

Bachelor’s Degree in Accounting

Tools

Sage Intacct

NetSuite

QuickBooks Online

Bill.com

Job description

Overview

At Wipfli, people count.

Our people are core to everything we do—the catalyst behind our ability to create exceptional impact and results.

We believe in flexibility, focus on relationships, and 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 position has the opportunity to be worked 100% remotely.

Responsibilities

Responsibilities:

• The Outsourced Client Controller for the technology industry provides general advisory services to clients via scheduled remote meetings regarding financial statements, cash-flow forecasts, and budgets.
• Serve as the direct point of contact for technology industry client engagements.
• Partner with clients or Fractional CFOs/Finance Directors to maintain relationships within the tech-innovation industry.
• Research and share knowledge of best practices in areas of business concern or interest to each client.
• Oversee client accounting teams to ensure expectations are met on all deliverables.
• Manage financial reporting accuracy for clients and investors.
• Provide technical accounting assistance to clients and internal teams.
• Review and finalize accounting period closes.
• Analyze and review financial statements, management reports, and key performance indicators.
• Prepare cash-flow forecasts, budgets, and assist CFO with projections and financial models.
• Prepare financial data for capital raises or due diligence data rooms when applicable.
• Work with clients to review and strengthen internal controls.
• Evaluate accounting policies and procedures to recommend process improvements.
• Manage internal team budgets and maintain performance expectations.
• Handle multiple projects of varying size and complexity, from pre-revenue startups to companies preparing for exit.

Knowledge, Skills, and Abilities

Qualifications:

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

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

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Additional Details

Additional Details:

Wipfli is an equal opportunity employer. All candidates will receive consideration regardless of race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other protected characteristic.

We are committed to providing accommodations for people with disabilities. If you require an accommodation to participate in our process, please contact us at [e-mail].

Wipfli offers various benefits, including health plans, dental and vision coverage, HSA options, life and disability insurance, 401(k) with profit sharing, well-being incentives, education and certification support, flexible time off, family leave, cell phone reimbursement, and travel rewards. Benefits depend on position, hours, and location. Many roles are eligible for remote work; discuss your preferences with your recruiter during the interview.