Outsourced Accounting Controller - Technology Industry Clients

Wipfli; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking an Outsourced Client Controller for the technology sector. This role involves providing advisory services, managing client relationships, and ensuring financial reporting accuracy. The ideal candidate will have a Bachelor's in Accounting and over five years of full cycle accounting experience. You'll collaborate with clients, assist in financial modeling, and strengthen internal controls. Join a company that values flexibility and relationships, offering a career-defining opportunity in a fast-paced environment where your contributions truly matter.

Qualifications

• 5+ years of advanced accounting experience in public accounting or similar roles.
• Exceptional collaboration and communication skills are essential.

Responsibilities

• Provide advisory services to clients regarding financial statements and budgets.
• Manage financial reporting accuracy and oversee client accounting teams.

Skills

Full cycle accounting

Financial statement preparation

Collaboration

Communication skills

Relationship management

Education

Bachelor's Degree in Accounting

Tools

Sage Intacct

NetSuite

QuickBooks Online

Bill.com

Job description

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.

Responsibilities:

1. The Outsourced Client Controller for the technology industry provides advisory services to clients through scheduled remote meetings regarding financial statements, cash-flow forecasts, and budgets.
2. Serve as the primary contact for technology industry client engagements.
3. Partner with clients or Fractional CFOs/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. Oversee client accounting teams, ensuring expectations are met on all deliverables.
6. Manage financial reporting accuracy for clients and investors.
7. Provide technical accounting assistance to clients and internal teams.
8. Review and finalize accounting period closes.
9. Analyze and review financial statements, management reports, and key performance indicators.
10. Prepare cash-flow forecasts, budgets, and assist CFOs with projections and financial models.
11. Assist in preparing financial data for capital raises or data rooms for due diligence.
12. Work with clients to review and strengthen internal controls.
13. Evaluate accounting policies and procedures to recommend process improvements.
14. Manage internal team budgets and performance expectations.
15. Handle multiple projects of varying size and complexity, from 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, controller, or similar role in public accounting.
3. Experience as a financial controller in the technology industry is preferred.
4. Experience with venture capital or private equity-backed portfolio companies is desirable but not required.
5. Previous public accounting experience is preferred but not required.
6. Minimum of 1 year supervisory experience.
7. Proven ability to build and manage multiple relationships.
8. Exceptional collaboration and communication skills.
9. Professional certification (e.g., CPA, CMA) is preferred but not required.
10. Experience with Sage Intacct, NetSuite, QuickBooks Online, and Bill.com is preferred.
11. Ability to prioritize and work comfortably in a fast-paced, project management environment.