Manager, Outsourced Accounting - Technology Industry Clients

Wipfli LLP; Philadelphia (Philadelphia County); On-site; USD 65,000 - 100,000; Full time

Job summary

An established industry player is seeking an Outsourced Client Controller to provide exceptional advisory services in the technology sector. This role offers the chance to work closely with clients, ensuring accurate financial reporting and fostering strong relationships within the tech-innovation industry. With a flexible work environment, you will be part of a dynamic team that values collaboration and individual growth. If you are looking to make a significant impact and advance your career in a supportive setting, this opportunity is tailored for you.

Benefits

8 health plan options

Dental and vision coverage

401(k) savings plan

Flexible time off

Cell phone reimbursement

Travel rewards

Education & certification assistance

Employee Assistance Program

Qualifications

• 5+ years of accounting experience, including financial statement preparation.
• Experience in the technology industry as a financial controller preferred.

Responsibilities

• Provide advisory services to clients regarding financial statements and forecasts.
• Manage client accounting teams and ensure deliverables are met.

Skills

Advanced full cycle accounting

Financial statement preparation

Collaboration skills

Communication skills

Project management

Relationship management

Education

Bachelor's Degree in Accounting

Tools

Sage Intacct

Net Suite

QuickBooks Online

Bill.com

Job description

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.

Responsibilities:

1. 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.
2. Direct point of contact for technology industry client engagements.
3. Partners with client or Fractional CFO/Finance Directors to maintain and foster relationships within the tech-innovation industry.
4. Research and share knowledge of best practices in areas of business concern or interest to each client.
5. Oversees client accounting team ensuring expectations are met on all client deliverables.
6. Manage financial reporting accuracy for clients and investors.
7. Provide technical accounting assistance to clients and internal team.
8. Responsible for reviewing and finalizing accounting period close.
9. Analyze and review financial statements, management reports, and other key performance indicators.
10. Prepares cash-flow forecasts, budgets and assist CFO with projections and financial models.
11. Prepares financial data for new capital raises or data rooms for due diligence, when applicable.
12. Work with client to review and strengthen internal controls.
13. Evaluate accounting policies and procedures to help recommend process improvements.
14. Manage internal team’s budget and work to maintain performance expectations of staff.
15. Work on multiple projects of varying size & complexities simultaneously from pre-revenue startups to companies preparing for exit.

Qualifications:

1. Bachelor’s Degree in Accounting.
2. 5+ years of advanced, hands-on full cycle accounting experience including financial statement preparation as an assistant controller or controller or in a similar capacity in public accounting.
3. Experience working as a financial controller in the technology industry preferred.
4. Experience with venture capital or private equity backed portfolio companies desired, but not required.
5. Previous public accounting experience preferred, but not required.
6. Minimum of 1 year supervisory experience.
7. Proven ability to build and manage multiple relationships.
8. Must have exceptional collaboration and communication skills.
9. Professional certification (e.g., CPA, CMA) preferred but not required.
10. Experience using Sage Intacct, Net Suite, QuickBooks Online, and Bill.com preferred.
11. 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 identity, 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 [e-mail].

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.