Accounting Senior (CAAS - Retail)

CliftonLarsonAllen LLP; Green Bay (WI); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision care

401(k) plan

Wellness program

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Senior to join our CAAS group in Green Bay, WI, supporting Retail Industry clients with accounting and advisory services. You will handle day-to-day transactions, month-end close responsibilities, and coordination of financial statements.

This role emphasizes accuracy, client service, and collaborative workflow management within a national firm that offers comprehensive benefits and growth opportunities.

Qualifications

• 2 years of accounting/financial experience required.
• Bachelor's degree required; related experience may be substituted for education.

Responsibilities

• Develops understanding of each client’s business operations and manages multiple clients, software, and chart of accounts.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and payroll postings.
• Coordinates and reviews month-end reconciliations and prepares basic to complex financial statements; reviews GL, cashflow, allocations; creates process documentation.
• Completes sales tax returns and Form 1099s and prepares audit workpapers and other client deliverables.
• Oversees workflow and quality of work of Associates and Analysts; supervises and ensures efficiency and quality.
• Assists with internal audits, due diligence, system selection, and other consulting projects.

Skills

Accounting experience

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.

About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website. CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

Start your inspired career When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles, it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.