CAAS Controller, Healthcare

CliftonLarsonAllen Wealth Advisors, LLC; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

CLA is seeking a CAAS Controller with Healthcare industry experience to join our team in Dallas. You will develop internal controls, lead budgeting and financial reporting, advise on cash management and investments, and monitor KPIs for client accounts. Bachelor's degree required; CPA preferred but not required.

6+ years in accounting/finance (public accounting a plus). Proficiency in Excel and accounting software such as QuickBooks or similar is essential; in-office collaboration with client

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 6+ years of accounting/financial experience with healthcare or similar client exposure.
• Strong knowledge of GAAP and financial statement preparation.

Responsibilities

• Develop internal control policies and procedures for budgeting and cash management.
• Coordinate budgeting, procurement, and investment activities for client organizations.
• Prepare financial statements and regulatory reports; analyze KPIs.
• Advise management on financial objectives, policies, and actions.
• Communicate with boards and clients; travel to client sites as needed.

Skills

Interpersonal skills

Communication

Teamwork

Organization

Client relationships

Accounting software knowledge

Excel/Office software

Education

Bachelor's degree

CPA preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

QuickBooks

Accounting software

Job description

## CAAS Controller, HealthcareApplylocations: Dallas, TX: Fort Worth, TXtime type: Full timeposted on: Posted Todayjob requisition id: R17593We recognize that not everyone wants to grow their career paths in the same way. That’s why **CLA** exists to ***create opportunities***. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! As a member of CLA’s CAAS practice, you will be an integral part of the CLA client service team and will work directly 1:1 with our clients to provide customized accounting services to support them as they manage and grow their business or organization. CLA is looking for a **Controller** with **Healthcare I****ndustry** experience, to join our **CAAS (*****Client Accounting & Advisory Services*****)** practice.**Job Description:*** Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.* Coordinate and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Prepare financial information.* Prepare and/or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.* Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.* Monitor ratio and key performance indicators (KPI).* Monitor and evaluates the performance of accounting and other financial staff, recommending and implementing actions.* Advise management on short-term and long-term financial objectives, policies, and actions.* Communicate on a regular basis with boards, bankers, investors, constituents, etc.; may include prepping for and/or hosting board presentations.**Education/Experience:*** ***Education:*** Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. CPA certification is preferred but not required.* ***Experience***: 6 years of relevant accounting and/or financial experience is required (logistics industry experience is highly preferred). Public accounting experience preferred.* Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is highly preferred.* Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).* ***Travel***: This position requires working primarily in-office, including local travel to/from client sites (depending on location), as well as occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.**Skills/Knowledge:*** An understanding of generally accepted accounting principles (FASB/SFAS) or other comprehensive basis of accounting* Strong organization skills/goal orientation/self-motivation.* Ability to handle pressure in a positive professional manner.* Excellent interpersonal skills.* Communication that is clear, concise, and considerate of the needs of others.* Ability to work cooperatively with others and value the different contributions people make.* Proven success in managing work and key client relationships to exceed client expectations.