Manager, Outsourced Accounting - Technology Industry Clients

Wipfli LLP; Clayton (MO); Remote; USD 88,000 - 160,000; Full time

Job summary

Wipfli LLP seeks an Outsourced Client Controller specializing in the technology industry. This role involves guiding clients in financial matters, managing teams, and ensuring accuracy in reporting. The position offers flexibility with remote work options, competitive pay, and a supportive employee environment.

Benefits

Health plans

Dental and vision insurance

401(k) with profit sharing

Flexible time off

Education assistance

Qualifications

• 5+ years of advanced, hands-on full cycle accounting experience.
• Experience as a financial controller in the technology industry preferred.
• Exceptional collaboration and communication skills are essential.

Responsibilities

• Provide general advisory services regarding financial statements, cash-flow forecasts, and budgets.
• Oversee client accounting teams, ensuring expectations are met on all deliverables.
• Analyze and review financial statements, management reports, and other KPIs.

Skills

Collaboration

Communication

Relationship Management

Technical Accounting Assistance

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 individuals 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.

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 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.
• Oversee client accounting teams, ensuring 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 other KPIs.
• Prepare cash-flow forecasts, budgets, and assist CFOs 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 and recommend improvements to accounting policies and procedures.
• Manage internal team budgets and maintain performance expectations.
• Handle multiple projects of varying sizes and complexities, from pre-revenue startups to companies preparing for exit.

Knowledge, Skills, and Abilities

Qualifications:

• Bachelor’s Degree in Accounting.
• 5+ years of advanced, hands-on full cycle accounting experience, including financial statement preparation as an assistant controller or controller.
• Experience as a financial controller in the technology industry preferred.
• Experience with venture capital or private equity-backed portfolio companies is 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.
• 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 this 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 other protected characteristics.

We provide reasonable accommodations for people with disabilities. If needed, please contact us at [e-mail].

Our compensation package includes an estimated base pay range of $88,000 to $160,000, with potential for future increases and discretionary bonuses based on performance and other factors.

Wipfli offers various benefits, including health plans, dental, vision, HSA options, life and disability insurance, 401(k), profit sharing, well-being incentives, education assistance, flexible time off, parental leave, and more. Many positions are remote; discuss your preferences during the interview process.