CAAS Controller, Healthcare

CliftonLarsonAllen LLP; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Wellness program

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a senior accounting professional to lead internal control and financial planning initiatives. The role includes budgeting, cash management, and preparing financial information for regulatory reporting.

Ideal candidates will bring a Bachelor's degree with 6 years of accounting/finance experience and familiarity with ERP/GAAP standards. CPA is preferred but not required; travel is primarily local to client sites.

Qualifications

• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
• 6 years of relevant accounting and/or financial experience is required, logistics industry experience is highly preferred.
• CPA certification is preferred but not required.
• QuickBooks experience is highly preferred. Proficiency with Excel, Word, Outlook, etc.

Responsibilities

• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Coordinate and direct 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 KPI.
• Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions.
• Advise management on short- and long-term financial objectives, policies, and actions.
• Communicate with boards, bankers, investors, constituents, etc.; may include prepping for and/or hosting board presentations.

Skills

GAAP knowledge

Organizational skills

Pressure management

Interpersonal skills

Clear communication

Team collaboration

Client relationship management

Education

Bachelor's degree required

CPA preferred

6 years accounting/finance experience

Accounting software proficiency

Tools

QuickBooks

Microsoft Excel

Job description

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

Benefits

• Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
• comprehensive benefit options that include health, dental, vision, 401k and much more.
• Wellness at CLA: we focus on physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
• 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.

Career Growth

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.

About CLA

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 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.

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]