Controller

Wegner CPAs•Madison, WI

About The Position

Wegner CPAs is seeking an experienced Controller to join its Accounting Solutions Group as a Supervisor, providing outsourced accounting and financial leadership to a diverse portfolio of nonprofit clients. This visible, client-facing position oversees the ongoing financial and accounting operations of assigned clients and partners with their leadership teams, boards, finance committees, and other professional advisors. The Controller helps clients strengthen financial operations and reporting, plan for the future, manage risk, and make informed strategic decisions. The role includes leading client financial operations, budgeting and forecasting, financial analysis and management reporting, internal controls, regulatory reporting, tax planning, and compliance. The Controller also serves as a trusted advisor, building long-term client relationships, addressing urgent matters with sound judgment, and supporting business development and growth initiatives. The position offers the resources of a CPA firm alongside the variety, autonomy, and relationship-driven work of outsourced accounting.

Requirements

5–7 years of progressive experience in accounting, finance, controllership, or a related role.
Experience in nonprofit accounting.
Strong understanding of GAAP and financial reporting principles.
Ability to analyze financial data and prepare financial reports, statements, projections, and management reporting.
Working knowledge of short- and long-term budgeting, forecasting, cash flow management, and profitability analysis.
Strong leadership and relationship-building skills.
Excellent analytical, critical-thinking, and problem-solving abilities.
Excellent written and verbal communication skills.
Highly organized and detail-oriented, with the ability to consistently meet deadlines.
Ability to communicate financial information confidently to financial and non-financial audiences.
Proactive, client-focused approach and ability to manage multiple priorities in a dynamic environment.

Nice To Haves

CPA or CMA certification preferred.

Responsibilities

Plan, direct, and coordinate accounting and financial operations for assigned clients.
Provide financial leadership and strategic guidance to client leadership teams.
Conduct monthly remote client meetings focused on financial analysis, performance, and strategic planning.
Review monthly financial statements, reports, and analyses prepared by Outsourced Accountants.
Serve as the primary liaison between clients and their other professional service providers.
Attend and present at client finance committee and board meetings.
Oversee client engagement teams and ensure high-quality, timely service delivery.
Lead budgeting and forecasting activities, including cash flow forecasting.
Assist clients with developing and preparing annual operating budgets.
Analyze financial performance, trends, profitability, and key business drivers.
Prepare complex Key Performance Indicators (KPIs) and other management reporting.
Translate financial data into meaningful insights and actionable client recommendations.
Review cash flow information and initiate approved client payments through Bill.com while maintaining appropriate cash controls.
Develop and maintain internal controls to mitigate risk and improve the accuracy and reliability of financial reporting.
Identify opportunities to improve the efficiency and effectiveness of client finance operations.
Oversee regulatory reporting, tax planning, and compliance activities.
Proactively identify and address financial or operational risks.
Manage unexpected and sometimes urgent client matters professionally and with sound judgment.
Build strong, long-term relationships with client leadership and stakeholders.
Support business development and growth initiatives for the Accounting Solutions Group and Wegner CPAs.
Identify opportunities to add value and help clients strengthen their organizations.