Manager, Financial Reporting - Tech Industry Clients

Wipfli Advisory LLC•,

1d•Remote

About The Position

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 position can work remotely anywhere in the US!

Requirements

Bachelor’s degree in Accounting, Finance, or Business required
4–6 years of experience in public or private accounting, preferably within the technology industry
3+ years of experience managing associates and/or teams
Strong understanding of financial reporting, including preparation and analysis of financial statements, KPIs, and cash flow
Familiarity with technology industry dynamics, including subscription-based or SaaS revenue recognition (ASC 606 preferred)
Experience supporting growing organizations, including exposure to capital raises, process improvement, or scaling operations
Ability to build strong client relationships and effectively partner with internal and external stakeholders
Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
Experience with accounting systems (e.g., QuickBooks Online, Sage Intacct) and the ability to adopt new technologies
Ability to travel up to 10%

Nice To Haves

CPA or similar certification preferred

Responsibilities

Review and deliver financial reports and KPIs.
Assist with budgeting, forecasting, and cash flow modeling.
Provide technical accounting assistance to clients and internal engagement teams.
Develop and coach staff and senior accountants.
Collaborate with advisory teams and external partners.
Identify opportunities to transition clients to higher-value services in collaboration with advisory teams.
Assist with onboarding new clients, including system setup and process documentation.
Monitor team KPIs and implement process improvements.
Support the integration of new technology platforms and train team members on system enhancements.