Senior Manager, Accounting Advisory - Technology Clients

Wipfli Advisory LLC•,

5d•$142,000 - $195,000•Remote

About The Position

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.

Requirements

Bachelor’s degree in Accounting, Finance, or related field; Master’s degree preferred.
CPA required.
8+ years of relevant experience in public accounting, outsourced accounting, or industry roles supporting technology, venture-backed, or private equity–owned companies.
Demonstrated experience operating in fast-growth, deadline-driven environments, with comfort managing complexity and ambiguity.
Strong working knowledge of NetSuite and/or Sage Intacct, including revenue recognition modules; experience scaling systems alongside company growth.
Solid understanding of U.S. GAAP and audit readiness; ability to identify and flag technical accounting considerations without slowing momentum.
Proven ability to lead distributed teams, manage multiple priorities, and communicate clearly with executive stakeholders.
Strong project management, executive presence, and client relationship skills with a consultative, solution-oriented approach.
Ability to travel up to 10%.

Nice To Haves

Prior exposure to M&A transactions, capital raises, audits, or investor reporting strongly preferred.
Experience working directly with venture capital or private equity firms is preferred.
Exposure to SaaS, software services, or technology-enabled business models is preferred.
Prior experience supporting companies through first audit, Series B–D scaling, or PE platform build is preferred.

Responsibilities

Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.
Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.
Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements.
Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow.
Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions.
Develop client budgets and forecasts, offering consultative support on financial planning and strategy.
Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence.
Serve as a trusted advisor to venture-backed and private equity–owned technology companies, partnering with founders, executives, Boards, and investors to deliver financial insights supporting capital strategy, growth planning, and scalability.
Lead investor-facing financial reporting and analysis, including board materials, KPIs, covenant reporting, runway analysis, and variance‑to‑plan explanations.
Support high-growth and transactional activity—including mergers, acquisitions, divestitures, capital raises, and rapid expansion initiatives—advising on integration, finance infrastructure scaling, cash flow, and working capital management.