Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients

About the Role

Wipfli’s client advisory services team is growing, and we are looking for a Senior Accountant to help our nonprofit clients thrive. You’ll assist with meaningful work, build deep client relationships, and grow with a team that is all about support, impact, and innovation.

Responsibilities

• Manage day-to-day financial reporting accuracy for assigned clients.
• Assist with 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.
• Coordinate 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 e.g. 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.

Pay

The estimated base pay range for this role is $74,000 to $100,000. 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.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short- and long-term disability coverage.
• 401(k) savings plan & profit share, including firm matching contribution.
• Well-being incentive.
• Education & certification assistance.
• Flexible time off.
• Family care leave, parental leave, and family formation benefits.
• Cell phone reimbursement.
• Travel rewards.
• Voluntary benefits including 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.