Senior Assistant Controller – Nonprofit Financial Lead

Wipfli LLP; Bozeman (MT); Hybrid; USD 73,000 - 98,000; Full time

Benefits offered by this job

Health plan options

Dental & Vision insurance

HSAs eligible

Employee Assistance Program

401(k) with profit share

Discretionary annual bonus

Flexible time off

Job summary

Wipfli LLP is seeking a Senior Accountant to support nonprofit clients in financial reporting and general ledger management. The role emphasizes building client relationships and delivering accurate month-end close, with a focus on grant processing and compliance.

The team values flexibility and collaboration, offering a hybrid work model and opportunities for professional growth within Client Advisory Services. CPA is preferred and 5+ years of experience are expected.

Qualifications

• Bachelor's degree in accounting or finance required.
• CPA certification preferred.
• Experience in public accounting (outsourced accounting or audit) preferred.
• Minimum 5 years of accounting experience focused 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.

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

Public accounting

Financial reporting

General ledger management

Nonprofit accounting

Grant reporting

Analytical skills

Project management

Microsoft Office

Communication

Education

Bachelor's degree in accounting or finance

CPA certification

Job description

Wipfli LLP is seeking a Senior Accountant to support nonprofit clients in financial reporting and general ledger management. The role emphasizes building client relationships and delivering accurate month-end close, with a focus on grant processing and compliance.

The team values flexibility and collaboration, offering a hybrid work model and opportunities for professional growth within Client Advisory Services. CPA is preferred and 5+ years of experience are expected.