Senior Manager, Accounting Advisory - Technology Clients

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

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<