Senior Manager, Accounting Advisory - Technology Clients at Wipfli CPA Consultants

, , United States -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

195000.0

Posted On

20 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CFO-level Advisory, Change Management, Financial Performance Analysis, Budgeting and Forecasting, Investor Reporting, M&A Integration, U.S. GAAP, NetSuite, Sage Intacct, Project Management, Executive Presence, Client Relationship Management, Revenue Recognition, Capital Strategy, Cash Flow Management, Audit Readiness

Industry

Business Consulting and Services

Description

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: 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. Knowledge, Skills and Abilities Qualifications: 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. 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. 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%. Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000 to $195,000 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. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include 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, and 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. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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Responsibilities

Lead strategic financial advisory engagements for venture-backed and private equity-owned technology clients at a CFO level. Oversee client teams to deliver financial insights, manage investor reporting, and support high-growth transactional activities like M&A and capital raises.