Wiss · 2 days ago
Technologist Lead
Florham Park, NJ
Full-time
Onsite
Senior LevelWiss is a regional CPA and advisory firm with over 50 years of experience serving clients in Northern NJ. They are seeking a Technologist Lead who will bridge technology, finance, and innovation by identifying and piloting AI-driven solutions and fintech startups to transform accounting and advisory operations.
Accounting
Responsibilities
Continuously scan the market for emerging AI, fintech, and automation startups relevant to accounting, FP&A, and finance operations
Evaluate technology, product maturity, business model, and potential ROI for the firm and its clients
Maintain relationships with startup ecosystems (Y Combinator, a16z, FinTech Sandbox, etc.) and act as a liaison to founders and investors
Identify opportunities for investment, partnership, or co-development
Lead small-scale internal pilots with selected startups to test product fit, automation potential, and workflow impact
Collaborate with internal teams (Finance Transformation, IT, Advisory, and Operations) to execute and measure pilots
Collect data, assess adoption, and deliver actionable feedback to both internal leadership and external founders
Stay ahead of trends in AI, LLMs, automation, and digital finance tools
Evaluate how new technologies (e.g., copilots, agents, AI audit tools, autonomous FP&A) can be safely adopted across firm services
Build frameworks for assessing emerging tools — ROI, compliance, data security, and change management implications
Identify strategic partnerships that extend the firm's technology ecosystem
Support venture or co-investment discussions, including due diligence and valuation input
Represent the firm in innovation forums, accelerator programs, and industry events
Qualification
Required
Bachelor's degree in Computer Science, Data Science Finance, Accounting, or a related field - note - experience is more important to us than degree field
Experience ideally at the at the intersection of finance, technology, and venture innovation
Strong understanding of accounting and finance operations
Proven ability to evaluate and implement emerging technologies, ideally in AI, data analytics, or fintech
Familiarity with AI/LLM applications, model architectures, and enterprise adoption patterns
Experience conducting product evaluations or pilots and translating technical findings into business insights
Exceptional communication and stakeholder management skills - comfortable engaging founders, executives, and technical teams alike
Entrepreneurial mindset - curiosity, experimentation, and bias for action
Benefits
Discretionary bonus
Comprehensive benefits including 401K
Company
Wiss
At Wiss, we believe there’s more to accounting than just balancing the books.
Founded in 1969
201-500 employees
H1B Sponsorship
Wiss has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (7)
2023 (5)
2022 (5)
2021 (1)
2020 (4)
Funding
Current Stage
Growth StageLeadership Team
Jeff Shear
Managing Director - Technology Advisory
W
William Haemmerle
Partner, Transaction Advisory Services
Recent News
2025-12-16
2025-07-09
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