助理财务主管，外包会计，非营利行业客户
Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients
职位描述
在Wipfli，人才至关重要。
在Wipfli，我们的员工是所有事情的核心——我们创造卓越影响和非凡成果的催化剂。
我们重视灵活性。我们注重人际关系。我们鼓励每个人走自己的道路。
真正的人才很重要，他们也能感受到这一点。对于那些希望有所作为并找到职业归属的人，Wipfli提供一个改变职业生涯的机会。
你是否想将你的会计生涯提升到新高度并产生真正的影响力？Wipfli的客户咨询服务团队正在扩大，我们正在寻找一名高级会计师来帮助我们的非营利客户蓬勃发展。你将有机会参与有意义的工作，建立深厚的客户关系，并在一个以支持、影响和创新为核心的团队中成长。
这个职位支持100%远程办公。
职责
你将负责
- 管理所分配客户的日常财务报告准确性。
- 协助处理复杂的总账，识别缺失交易和趋势，以确保整体准确性。
- 指导账户分类的审核和批准。
- 审核资产负债表的准确性并推动后续跟进。
- 协调项目任务，确保高效的客户工作流程。
- 准备和/或审核月度报告包的初稿，包括KPI/指标。
- 准备并完成月末结账。
- 维护和更新客户操作手册，确保适当的流程文档。
- 准备和/或审核工作底稿和明细表，确保完整性和准确性。
- 参与与其他团队/服务线的跨部门协作，视情况而定。
- 协助估算和管理会计师的工作任务，以满足客户需求和预算限制。
- 协助制定最佳实践。
知识、技能和能力
我们寻找
- 需要会计或金融专业的学士学位。
- 持有CPA证书者优先。
- 具备公共会计经验，如外包会计或审计者优先。
- 至少5年的会计经验，重点在财务报告和总账管理。
- 需要有非营利组织联邦拨款处理和报告的经验。
- 对会计原则和月末结账流程有深入了解。
- 优秀的分析和解决问题的能力。
- 精通会计软件和Microsoft Office套件。
- 强大的沟通和人际交往能力。
- 能力……
查看英文原文
Overview
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.
This role supports a 100% remote work arrangement.
Responsibilities
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.
Knowledge, Skills and Abilities
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.
Estella Anderson, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
Additional Details
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
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.
Originally posted on Himalayas