Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients

Wipfli Advisory LLC • Bozeman, MT

9d • $73,000 - $98,000 • Hybrid

About The Position

Wipfli is seeking an Assistant Controller for its outsourced accounting work serving nonprofit industry clients. The role supports nonprofit clients through day-to-day financial reporting, general ledger oversight, month-end close, and preparation and review of reporting packages and work papers. It also coordinates client workflows, maintains process documentation, and helps manage accountant assignments and develop best practices. The posting describes the opportunity as part of Wipfli’s growing client advisory services team and emphasizes client relationships, collaboration, and professional growth.

Requirements

• Bachelor’s degree in accounting or finance.
• At least 5 years of accounting experience, focused on financial reporting and general ledger management.
• Experience with nonprofit federal grant processing and reporting.
• Strong understanding of accounting principles and month-end close processes.
• Strong analytical and problem-solving skills.
• Proficiency in accounting software and Microsoft Office Suite.
• Strong communication and interpersonal skills.
• Ability to project-manage multiple tasks and meet deadlines.

Nice To Haves

• CPA certification.
• Public accounting experience, such as outsourced accounting or audit.

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 initial drafts of monthly reporting packages, including KPIs and metrics.
• Prepare and finalize month-end close.
• Maintain and update client procedure manuals to ensure appropriate process documentation.
• Prepare and/or review work papers and schedules for completeness and accuracy.
• Participate in cross-collaboration with other teams and service lines, as applicable.
• Assist in estimating and managing accountants’ work assignments to meet client needs and budget constraints.
• Assist in developing best practices.

Benefits

• Eight health plan options, including HMO and PPO plans.
• Dental and vision coverage.
• HSA enrollment with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life insurance and short- and long-term disability coverage.
• 401(k) savings plan, profit sharing, and Firm matching contribution.
• Well-being incentive.
• Education and certification assistance.
• Flexible time off.
• Family care leave and parental leave.
• Family formation benefits.
• Cell phone reimbursement.
• Travel rewards.
• Voluntary critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care insurance, pet insurance, ID theft protection, and supplemental life/AD&D coverage.
• Potential eligibility for an annual discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior