Assistant Controller (Fund Administration)

CliftonLarsonAllen LLP; Milwaukee (WI); On-site; USD 91,000 - 135,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen LLP (CLA) is seeking an Assistant Controller to join our Fund Administration group in one of our Northeast, Midwest, Sunbelt, or West office.

The role includes maintaining financial records, analyzing financial data, preparing client financial statements, budgeting, forecasting, and ensuring compliance across multiple client engagements.

Qualifications

• 4 years of relevant accounting/financial experience.
• Bachelor's degree required; combination of experience and training may be accepted.

Responsibilities

• Financials: Records and analyzes client's financial information.
• Analyzes and interprets financial information that client leaders need to make sound business decisions.
• Prepares financial reports for other groups (creditors, regulatory agencies, and tax authorities, and more).
• Reviews and monitors costs inherent in the business.
• Schedules expenditures, analyzes variances, and may identify corrective actions when necessary.
• Ability to independently prepare financial statements.
• Meets financial objectives by forecasting requirements, prepares budgets, schedules expenditures, analyzes variances, and initiates corrective actions when necessary.

Skills

Accounting

Financial analysis

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 9,000 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 an Assistant Controller to join our Fund Administration group in one of our Northeast, Midwest, Sunbelt, or West office.

Job Responsibilities:

• Financials: Records and analyzes client's financial information.
• Analyzes and interprets financial information that client leaders need to make sound business decisions.
• Prepares financial reports for other groups (creditors, regulatory agencies, and tax authorities, and more).
• Reviews and monitors costs inherent in the business.
• Schedules expenditures, analyzes variances, and may identify corrective actions when necessary.
• Ability to independently prepare financial statements.
• Meets financial objectives by forecasting requirements, prepares budgets, schedules expenditures, analyzes variances, and initiates corrective actions when necessary.

Job Requirements:

• 4 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.

The wage range for this position in Minnesota is: $90,500 - 135,000.

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.