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:
WHAT YOU'LL DO
• The Outsourced Client Controller, Technology industry provides general advisory service to clients, via scheduled remote meetings regarding the interpretation and use of financial statements, cash-flow forecasts and budgets.
• Direct point of contact for technology industry client engagements
• Partners with client or Fractional CFO/Finance Directors to maintain and foster relationships within the tech-innovation industry
• Research and share knowledge of best practices in areas of business concern or interest to each client.
• Oversees client accounting team ensuring expectations are met on all client deliverables
• Manage financial reporting accuracy for clients and investors
• Provide technical accounting assistance to clients and internal team
• Responsible for reviewing and finalizing accounting period close
• Analyze and review financial statements, management reports, and other key performance indicators
• Prepares cash-flow forecasts, budgets and assist CFO with projections and financial models
• Prepares financial data for new capital raises or data rooms for due diligence, when applicable
• Work with client to review and strengthen internal controls
• Evaluate accounting policies and procedures to help recommend process improvements
• Manage internal team’s budget and work to maintain performance expectations of staff
• Work on multiple projects of varying size & complexities simultaneously from pre-revenue startups to companies preparing for exit.
Knowledge, Skills and Abilities:
WHAT WE SEEK
• Bachelor’s Degree in Accounting
• 5+ years of advanced, hand on full cycle accounting experience including financial statement preparation as an assistant controller or controller or in a similar capacity in public accounting
• Experience working as a financial controller in the technology industry preferred
• Experience with venture capital or private equity backed portfolio companies desired, but not required
• Previous public accounting experience preferred, but not required
• Minimum of 1 year supervisor experience
• Proven ability to build and manage multiple relationships
• Must have exceptional collaboration and communication skills
• Professional certification (e.g., CPA, CMA) preferred but not required
• Experience using Sage Intacct, Net Suite, QuickBooks Online, and Bill.com preferred
• Ability to prioritize and work comfortably in a fast-paced, project management work environment
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 identity, citizenship status, 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 supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $85,000 to $160,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable 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.
Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her at Christine Villicana | LinkedIn to connect!
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