Note: The job is a remote job and is open to candidates in USA. Wipfli is a professional services firm that values its people and offers a flexible work environment. They are seeking a Manager for Financial Reporting to oversee financial reports, assist with budgeting and forecasting, and provide technical accounting support while leading a team of accountants.
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
Skills
- 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%
- CPA or similar certification preferred
Benefits
- Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
- 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
- A 401(k) savings plan & profit share as well as Firm matching contribution
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
- Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
Company Overview
Company H1B Sponsorship