Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients

About the role

Wipfli’s client advisory services team is expanding and seeks a Senior Accountant to support nonprofit clients. This role offers the chance to contribute to meaningful work, build strong client relationships, and grow within a supportive, innovative environment.

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

• 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.

Skills

• Accounting principles and month-end close processes.
• Microsoft Office Suite proficiency.
• Strong communication and interpersonal skills.
• Project management and deadline meeting abilities.

Benefits

• Health plan options (HMO & PPO).
• Dental and vision coverage.
• HSA enrollment with potential Firm contribution.
• Employee Assistance Program.
• Basic life and short and long-term disability coverage.
• 401(k) savings plan & profit share with Firm matching contribution.
• Well-being incentive.
• Education & certification assistance.
• Flexible time off.
• Family care leave.
• Parental leave.
• 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.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The role supports a 100% remote work arrangement.