
Assistant Controller, Outsourced Accounting - Nonprofit Industry Clients
Wipfli
The Role
Overview
Manage nonprofit client financial reporting, month‑end close, and grant compliance remotely.
Key Responsibilities
- monthly reporting
- month-end close
- financial reporting
- general ledger
- balance sheet
- work papers
Tasks
-Prepare and/or review the initial draft of monthly reporting packages, including KPIs/metrics. -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. -Maintain and update the client procedure manual to ensure appropriate process documentation. -Review balance sheets for accuracy and facilitate follow-up. -Prepare and finalize month-end close. -Assist in the development of best practices. -Prepare and/or review work papers and schedules to ensure completeness and accuracy. -Manage day-to-day financial reporting accuracy for assigned clients. -Guide the review and approval of account classifications. -Coordinate project tasks to ensure efficient client workflow. -Assist with complex general ledgers, identifying missing transactions and trends to ensure overall accuracy.
Requirements
- bachelor's
- cpa
- accounting software
- grant processing
- public accounting
- project management
What You Bring
-Bachelor's degree in accounting or finance required. -Strong understanding of accounting principles and month-end close processes. -Experience in public accounting e.g. outsourced accounting or audit preferred. -Proficient in accounting software and Microsoft Office Suite. -Experience with nonprofit federal grant processing and reporting required. -Ability to project manage multiple tasks and meet deadlines. -Excellent analytical and problem-solving skills. -CPA certification preferred. -Minimum of 5 years of accounting experience, with a focus on financial reporting and general ledger management. -Strong communication and interpersonal skills.
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The Company
About Wipfli
-Focus on driving growth and efficiency in healthcare, financial services, and manufacturing. -Consultants and advisors provide tailored solutions with deep industry knowledge. -Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges. -Consistently recognized for high-quality results and long-term client relationships. -Optimize strategies, technology, and people for sustainable success.
Sector Specialisms
Nonprofits
Associations
