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At Wegner CPAs, People First Culture is not just a catchphrase, it is a core value. We believe our staff is our most valuable asset, and it is a priority to develop and retain our talent. We are invested in our staff and their well-being and are happy to accommodate the work environment that is right for you, including remote, hybrid, or in person.

Position Mission

The Supervisor is responsible for achieving and maintaining a high level of client satisfaction by providing Virtual Outsourced Controllership services for multiple clients and supervising, developing and mentoring staff.

Primary Duties and Responsibilities

  • Plan, coordinate, and oversee all the client’s operational accounting functions.
  • Monthly remote client meetings related to financial analysis and strategic planning.
  • Review of monthly financial reports and analysis prepared by the Outsourced Accountant.
  • Serves as the primary liaison between client and client’s other professional service providers.
  • Reviews cash flow information and initiates client payments for approved bills
  • Attend and present at client finance committee and board meetings.
  • Maintain oversight of the client engagement team.
  • Budgeting and forecasting – assist with the preparation of the operating budget
  • Manage client’s risk and maintain an efficient and effective finance operation
  • Preparation of complex client Key Performance Indicators (KPIs) and other management reports.
  • Develops and maintains a comprehensive set of controls designed to mitigate risk and enhance the accuracy of the client’s reported financial results.
  • Oversee regulatory reporting, tax planning, and compliance
  • Manages unexpected and sometimes urgent firm or client matters as they arise.
  • Assume a leadership role by serving as a mentor or supervisor to other staff, providing critical feedback, and giving staff opportunities to grow professionally by helping to develop their skills.
  • Develop a marketing plan and obtain training as needed in marketing.
  • Review and maintain client team task budgets.
  • Prepare annual service agreements and pricing updates.
  • Approve additional client requests and additional outside scope agreements.
  • Support business development and growth initiatives of the firm.

Skills and Experience

  • 5-7 years of experience in a mid-level finance or accounting position, and a CPA or CMA preferred
  • Experience in public accounting a plus
  • Fundamental knowledge of GAAP
  • Ability to analyze financial data and prepare financial reports, statements and projections.
  • Working knowledge of short and long-term budgeting, forecasting and profitability analysis
  • Strong leadership qualities
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
  • Deadline and detail-oriented