Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients

About the role

Wipfli is a company where people count. Our people are at the heart of what we do—driving exceptional impact and extraordinary results. We believe in flexibility, focusing on relationships, and encouraging personal growth. This role supports a 100% remote work arrangement.

Responsibilities

• Manage day-to-day financial reporting accuracy for assigned clients.
• Afford complex general ledgers, identifying missing transactions and trends to ensure overall accuracy.
• Guide the review and approval of account classifications.
• Review balance sheets for accuracy and facilitate follow-up.
• Cook up project tasks to ensure efficient client workflow.
• Prepare and/or review the initial draft of monthly reporting packages, including KPIs/metrics.
• Prepare and finalize month-end close.
• Maintain and update the client procedure manual to ensure appropriate process documentation.
• Prepare and/or review work papers and schedules to ensure completeness and accuracy.
• Participate in cross-collaboration with other teams/service lines, as applicable.
• Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints.
• Assist in the development of best practices.

Requirements

• Bachelor's degree in accounting or finance required.
• CPA certification preferred.
• Experience in public accounting, such as outsourced accounting or audit, preferred.
• Minimum of 5 years of accounting experience, with a focus on financial reporting and general ledger management.
• Experience with nonprofit federal grant processing and reporting required.
• Strong understanding of accounting principles and month-end close processes.
• Excellent analytical and problem-solving skills.
• Proficient in accounting software and Microsoft Office Suite.
• Strong communication and interpersonal skills.
• Ability to project manage multiple tasks and meet deadlines.

Qualifications

Estella Anderson, from our recruiting team, will guide you through the process. Visit her LinkedIn page to connect!

Benefits

• Wipfli is an equal opportunity/affirmative action employer.
• Reasonable accommodations for people with disabilities.
• Annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
• Health plan options (both HMO & PPO plans), dental and vision coverage.
• Employee Assistance Program.
• Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.