Manager, Financial Reporting - Tech Industry Clients
Wipfli · United States · 3 mo ago
RemoteRemoteAccounting$97k–$145k/yrFull-time
Responsibilities
- Review and deliver financial reports and KPIs.
- Aid 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.
- Assist with onboarding new clients, including system setup and process documentation.
- Maintain team KPIs and implement process improvements.
- Support the integration of new technology platforms and train team members on system enhancements.
Qualifications
- 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.
- 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.
- CPA or similar certification preferred.
Benefits
- 8 health plan options (both HMO & PPO plans).
- Dental and vision coverage.
- Opportunity to enroll in HSA with potential Firm contribution.
- Employee Assistance Program.
- Firm-sponsored basic life and short and long-term disability coverage.
- 401(k) savings plan & profit share as well as Firm matching contribution.
- Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
Pay
The estimated base pay range for this role is $97,000 to $145,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Schedule
This position can work remotely anywhere in the US!