Accounting Senior (CAAS - Retail)

CLA (CliftonLarsonAllen); Green Bay (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

CLA is seeking a Senior to join our Client Accounting & Advisory Services (CAAS) group, supporting the Retail Industry from our Green Bay, WI office. The role focuses on client service, month-end processing, reconciliations, and tax-related support, while overseeing staff work and driving efficient workflows.

We value collaboration across disciplines and require strong accounting experience and a bachelor’s degree.

Qualifications

• 2 years of relevant accounting and/or financial experience is required.
• Bachelor’s degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

Responsibilities

• Develops an understanding of each client’s business/organization operations and manages multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinates and reviews account reconciliations (prepaids, accounts receivable, fixed assets, accounts payable, accruals) and prepares/reads financial statements; reviews general ledger, cashflow, allocations; creates process and procedure documentation.

Education

Bachelor’s degree

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking a Senior to join our CAAS (**Client Accounting & Advisory Services) group supporting our Retail Industry based out of our Green Bay, WI office.

Job Responsibilities:

• Client Service: Develops an understanding of each client’s business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup.
• Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Job Requirements:

• 2 years of relevant accounting and/or financial experience is required.
• Bachelor’s degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.