Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients

Wipfli; Bozeman (MT); On-site; USD 73,000 - 98,000; Full time

Benefits offered by this job

Health insurance

401(k) with profit share

Education & certification assistance

Flexible time off

Parental leave

Job summary

Wipfli, a leading accounting and advisory firm, is seeking a Senior Accountant to enhance nonprofit client financial reporting and operations in Bozeman, MT. You will manage day-to-day reporting, GL review, month-end close, and cross-team collaboration to drive accuracy and efficiency.

The role emphasizes strong analytical skills, CPA-credential preference, and experience with nonprofit federal grant processing, offering opportunities to grow within a supportive, innovative firm culture.

Qualifications

• Bachelor's degree in accounting or finance required.
• CPA certification preferred.
• Experience in public accounting e.g. outsourced accounting or audit preferred.

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.

Skills

Financial reporting

General ledger management

Client management

Analytical skills

Problem solving

Microsoft Office

Education

Bachelor's degree in accounting or finance

CPA certification preferred

Tools

Accounting software

Microsoft Office Suite

Job description

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Do you want to take your accounting career to the next level and make a real difference? Wipfli’s client advisory services team is growing, and we are looking for a Senior Accountant to help our nonprofit clients thrive. You’ll get to assist with meaningful work, build deep client relationships, and grow with a team that is all about support, impact, and innovation.

What You'll Do

• 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.

What We Seek

• 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.

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [e-mail]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $73,000 to $98,000 with offers typically not made at the maximum, allowing for future salary increases. 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.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include 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.