Manager, Outsourced Accounting - Technology Industry Clients

Overview

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.

Responsibilities

Responsibilities :

• 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.
• Direct point of contact for technology industry client engagements
• Partners with client 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.
• Oversees client accounting team ensuring expectations are met on all client deliverables
• Manage financial reporting accuracy for clients and investors
• Provide technical accounting assistance to clients and internal team
• Responsible for reviewing and finalizing accounting period close
• Analyze and review financial statements, management reports, and other key performance indicators
• Prepares cash-flow forecasts, budgets and assist CFO with projections and financial models
• Prepares financial data for new capital raises or data rooms for due diligence, when applicable
• Work with client to review and strengthen internal controls
• Evaluate accounting policies and procedures to help recommend process improvements
• Manage internal team’s budget and work to maintain performance expectations of staff
• Work on multiple projects of varying size & complexities simultaneously from pre-revenue startups to companies preparing for exit.

Knowledge, Skills and Abilities

Qualifications :

Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her at to connect!

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Additional Details

Additional Details :